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Glen R. Zaugg, MBA

Glen R. Zaugg, MBA

CEO and Managing Partner

Glen has years of diverse hands-on experience in running businesses in industries such as, Accounting, Non-profits, Oil Field Services, Ski Resorts and Mental Health Treatment.  This broad knowledge base is valuable while working with clients to carefully guide them in establishing and organizing correct business accounting and reporting models to suit their type of business.  

As a Registered Representative with Avantax Investment ServicesSM, Glen is also equipped to help your business with retirement plans, investments and and help protect you with life insurance.

As an active member of the community, Glen is Past President and Board Member of the Provo Rotary Club, Past President and Board member of the National Association of Therapeutic Schools and Programs and served as President and Governing Board Member of a local non-profit.  

A longtime resident of Utah, Glen lives in Lehi, Utah with his wife and enjoys activities with his 12 grandchildren and is an avid racquetball player.

Glen has a Bachelor of Science Degree in Accounting, a Master of Business Administration Degree, a Series 6 and Series 63 Securities License and Utah Insurance Producer License.