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 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.

Andrew has 3 years’ experience in the Investment Banking industry and grew up a part of the financial services industry by way of his father, Glen Viditz-Ward

Raised in North Carolina, he attended Appalachian State University and earned his BSBA in Finance & Banking. During his tenure, he was selected as 1 of 12 students to participate in the Bowden Investment Group, a year-long course focused on teaching students the process of fundamental analysis for equities through hands-on management of a $240,000 equity portfolio. He served as Bowden’s macroeconomic consult, providing weekly presentations on the global and U.S. economies and served as an analyst for several positions of the fund. Andrew also spent a summer semester abroad at one of England’s top universities; The London School of Economics (LSE) where he was educated on macroeconomics and business management. Lastly, he volunteered his spare time to the business school as a student ambassador and is still a devoted Mountaineer. 

Upon graduation, Andrew began his career with Swiss Wall Street Investment Bank, Credit Suisse. In his 3 years with the bank, he started as a client onboarding analyst responsible for screening new and existing clients of the bank against U.S Anti-Money Laundering and PATRIOT Act regulations to prevent illegal financing of criminal organizations. He spent the remaining 2 years as a strategic analysis for Credit Suisse aiding in competitive analysis, financial reporting, and client relationship management.

In his spare time, Andrew enjoys cheering on the Mountaineers and the Denver Broncos, hiking/biking throughout the local area of Fort Mill, playing pickle ball, golf, and skiing. He is also an aspiring fly fisherman and currently studying to earn his CFP designation.

Phone: 980-226-7716
Email: Andrew@VWFinancial.com

Credentials:

CFS^® (Certified Fund Specialist)

CAS^® (Certified Annuities Specialist)

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