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Our Story

When I told my sister I was starting my independent financial services business called Trestle Glen, she asked “What’s Trestle Glen?”  I replied that it was the neighborhood I have lived in for the past three decades. 

Then she looked at the logo and said “Ahhh, you’re the engineer of the train”.  I replied...

Client Centered

The track is your life journey.

The train is your financial life.

You are the engineer deciding the direction and speed of the train.

I’m the conductor hanging on the back of the caboose trying to ensure that everything packed on the train is safe and staying on the track.

The track needs support to get across rivers and valleys.

So, the trestles are built to provide that support.

All of this to make sure the train reaches “the glen” which represents your goals in life.