Welcome to

Viditz-Ward Financial Services

 

Personalized Solutions for Over 30 Years

History

Established in 1992, with offices in Charlotte, NC and Denver, CO.  Viditz-Ward Financial Services is a completely independent firm without attachment to a wire-house brokerage, bank, or insurance company.

Solution

Founded with the knowledge that investment management is complex and client needs are personal. We strive to create order and understanding with a strategy to match client’s unique needs.

History

Established in 1992, with offices in Charlotte, NC and Denver, CO.  Viditz-Ward Financial Services is a completely independent firm without attachment to a wire-house brokerage, bank, or insurance company.

Solution

Founded with the knowledge that investment management is complex and client needs are personal. We strive to create order and understanding with a strategy to match client’s unique needs.

Charlotte, North Carolina, USA uptown skyline at twilight.

Our People

Glen Viditz-Ward, ChFC® CFS® CLU® CASL® RICP® CAS® AIF®
Financial Advisor | Investment Advisory Representative
About Glen

As President & Founder of Viditz-Ward Financial Services, Glen has over three decades of industry experience.  He grew up in Mendham, NJ, 30 miles from New York City. At an early age, he was surrounded by Wall Street professionals, piquing his interest in the world of finance.

Glen holds a BS in Business Finance from the Rochester Institute of Technology where he was recruited to play for their NCAA Ice Hockey team.  Upon graduation, he moved to Manhattan and worked as an International Money Broker and Link Specialist for Garvin Guy-Butler Capital Markets.  He traded billions of dollars and derivatives for institutional Asian, European and US Bankers.

With a desire to bring his knowledge to those looking for a one-on-one relationship with a financial advisor, Glen left the trading floor to start his firm.  Since 1992, he has worked with individuals, families, executives, and businesses across the country.

Glen and his wife, Susan, live in Marvin, NC. They have three children.  Andrew and Avery, both graduates of Appalachian State University, and their high schooler, Ainsley.  Glen is an avid alpine skier, guitar player, and volunteers his musical talents to local schools and charities.

Phone: 704-843-5459
Email: Plan@VWFinancial.com

Credentials:

ChFC® (Chartered Financial Consultant)

AIF® (Accredited Investment Fiduciary)

CFS® (Certified Fund Specialist)

CLU® (Chartered Life Underwriter)

CASL® (Chartered Advisor for Senior Living)

RICP® (Retirement Income Certified Professional)

CAS® (Certified Annuity Specialist)

IAR  Under the Corporate RIA of Cambridge Invesment Research, Inc.

Tenny C. Shifley, ChFC® CLU®
Registered Representative | Investment Advisory Representative
About Tenny

Tenny has over 35 years of experience in the financial services industry. During his career, he has provided district management and regional oversight of operations for a national financial planning firm. He earned, with honors, a bachelor’s degree from the Capital University of Columbus, OH, a professional financial designation of Chartered Financial Consultant (ChFC®) , and a Chartered Life Underwriter (CLU®) designation from The American College. Tenny also holds a Master of Divinity degree from Lutheran Theological Southern Seminary, Columbia, SC.

Tenny is very active in his community.  In addition to being a member and former president of the Mecklenburg County-South Rotary Club of Rotary International. He is the pastor at Charlotte Christ Lutheran’s Concord Church. He has also held memberships with Associated Builders and Contractors (ABC) of the Carolinas, Financial Planning Association, National Association of Insurance and Financial Advisors, held elected office for the Charlotte Chapter of the Society of Financial Service Professionals, was the past president of GAMA International Columbus, Ohio Chapter, a former officer of the Weddington High School Band Boosters, and past board member of the Kodaly Institute at Capital University.

Tenny and his wife, Sherry,  reside in Waxhaw, North Carolina, where they enjoy spending time with their son, Colin, daughter-in-law, Shannon, and granddaughter, Emma.

Phone: 704-846-8871
Email: tenny@shifleyassociates.com

*Tenny operates under Shifley and Associates

Credentials:

ChFC® (Chartered Financial Consultant)

CLU® (Chartered Life Underwriter)

IAR  Under the Corporate RIA of Cambridge Invesment Research, Inc.

Scott LeBauer, CLU® ChFC® AEP®
Financial Advisor | Investment Advisory Representative | Insurance Advisor
About Scott

Scott LeBauer has worked as an investment and insurance advisor for over 30 years.  As an independent advisor, Scott is positioned to choose among the highest quality products in the market. He offers experienced evaluations of insurance products and unbiased solutions,  always putting his clients’ interests first.

Scott’s career began in 1990, starting with nine years at Northwestern Mutual, followed by six years with Mass Mutual where he focused on wealth transfer planning and asset protection.  For eight years he worked for Capitas Financial, ranking in the top 20 company wide. He was an outsourced expert, advising the financial advisors and their clients at Morgan Stanley, Raymond James, UBS, and Wells Fargo on advanced planning strategies with insurance.  Scott’s professional focus has been asset and income risk management, business and accumulation planning, wealth transfer strategies, and asset preservation. 

Scott spends time between North Carolina and Colorado. He enjoys skiing, sailing, and life on the coastal quarter horse farm he shares with his wife, Marguerite. With two sons and three daughters, Scott and his wife have their plate full. Their eldest son founded and operates a successful Colorado excavation company, two daughters attend Eastern Carolina University, and their third daughter lives in Tampa, where she works as a licensed massage therapist and artist. Their high school son is making A’s and continuing his father’s counselor legacy at Camp Seagull.

Scott earned CLU, ChFC, and AEP designations from the American College of Financial Services. He has offices in Denver, Colorado, and Hampstead, North Carolina.

Phone: 303-951-5389
Email: LeBauer@VWFinancial.com

Credentials:

ChFC® (Chartered Financial Consultant)

CLU® (Chartered Life Underwriter)

AEP® (Accredited Estate Planner)

IAR Under the Corporate RIA of Cambridge Investment Research, Inc.

Lois Stansell
Practice Manager
About Lois

Lois provides customized service and support for our clients. Her behind the scenes support for our firm as well her front facing superior client servicing personality make her a delight to work with. Lois earned her Bachelor’s Degree and Master’s Degree from the University of North Carolina at Charlotte.

Monday – Thursday: 9am – 2pm
Phone: 704-706-5078
Email: admin@VWFinancial.com

Janelle Lind
Operations Liaison
About Janelle

An indispensable talent, Janelle Lind has been a leading member of the Viditz-Ward Financial Services team for over 15 years.  She holds the Series 6, 7, 26, and 24 licenses and manages the behind-the-scenes operations and compliance.

A Colorado girl, Janelle was raised in Denver. She graduated with a BA in History and an associate degree in Speech Communication and Business Management from the Metropolitan State College of Denver. She earned a Master’s Degree in Non-Profit Management from Regis University in 2008.

Her outgoing personality and industry expertise earn Janelle public speaking engagements at broker-dealer conferences, where she addresses the most talented and seasoned financial experts in the country.

Janelle is also an active member of The Junior League of Denver. When she’s not working, you’ll find her watching soccer or outside in Colorado’s rugged mountain ranges, talking Disney with her eight godchildren.

Phone: 866-789-2345
Email: Plan@VWFinancial.com

Check the background of investment professionals on FINRA’s BrokerCheck.

Our Services

The financial industry is filled with a myriad of nuanced products and a mosaic of marketing tactics. We deconstruct and analyze the solutions to create a solution uniquely matched for each client.

curvy architecture of a building

Asset Management

  • Equity, Bond, Alternative Asset Classes
  • Domestic, International, Global Portfolios
collection of grapes shown in a vineyard

Wealth Savings & Distribution

  • Retirement – IRA, Roth
  • Education 529
  • Employer – 401k, SoloK, Simple IRA, SEP
  • Charitable – Endowment, Donor Advised Funds
two hands shown in a wheat field; one of a young child, the other of an old man

Family Legacy

  • Estate Planning
  • Tax Solution Collaboration

In The News

Market Moment 7-18-2022

Market Moment 7-18-2022

FED rate expectations and inflation data whipped the markets down and then back up to finish last week. Both will continue to dominate the market narrative until we get signs that the FED is seeing inflation calm down. On Wednesday the CPI (consumer price index) was...

Market Moment 7-5-2022

Market Moment 7-5-2022

The second half of 2022 for the markets begins now. The following is a summary of 15 Wall Street Strategists published (CNBC) year-end estimates for the S&P 500 index. These come from firms such as Merrill Lynch, CitiBank, Credit Suisse, Goldman Sachs, JP Morgan,...

Market Moment 6-27-2022

Market Moment 6-27-2022

Are we at “a bottom” or “the bottom?” This is the question that is dominating market participants. Two weeks ago, we had a meltdown with 5 of 7 trading days seeing 90% of the S&P 500 stocks falling in value. This has never happened. I vividly recall the morning of...

Contact Us

Phone

704-706-5078

Email

Admin@VWFinancial.com

Carolinas

1005 Medinah Ct
Marvin, NC 28173

Colorado

13984 West Bowles Ave, Suite 102
Littleton, CO 80127

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Viditz-Ward Financial