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.
Our People
Glen Viditz-Ward, ChFC® CFS® CLU® CASL® RICP® CAS® AIF®
Financial Advisor | Investment Advisory Representative
About Glen
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.
Andrew Viditz-Ward CFS® CAS®
Paraplanner
About Andrew
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)
Tenny C. Shifley, ChFC® CLU®
Registered Representative | Investment Advisory Representative
About Tenny
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’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
Monday – Thursday: 9am – 2pm
Phone: 704-706-5078
Email: admin@VWFinancial.com
Janelle Lind
Operations Liaison
About Janelle
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.
Asset Management
- Equity, Bond, Alternative Asset Classes
- Domestic, International, Global Portfolios
Wealth Savings & Distribution
- Retirement – IRA, Roth
- Education 529
- Employer – 401k, SoloK, Simple IRA, SEP
- Charitable – Endowment, Donor Advised Funds
Family Legacy
- Estate Planning
- Tax Solution Collaboration
In The News
Market Moment October 24, 2023
No lack of front-page news to make investors nervous and red meat for the media. Conflict in Israel House Speaker Gridlock Looming Government Shutdown November Inflation FED Rate Increases Recession Conflict in Ukraine The above list is in an order in terms of what is...
Market Moment 8-01-2023
In June 2022 (last year) the US hit a 40-year inflation high for the Consumer Price Index “CPI” +9.1%. It was caused in part by the overdose of easy monetary policy by the Federal Reserve “FED” & fiscal policy by Congress. Result = morphine money to treat a...
Market Moment 6-05-2023
Zoom Out and focus on the current and not the ripples on top of the river. The Ripples: how the press/media and generally how most retail investors think and talk about the markets and the economy. Regional Banks have been destroyed or have required an emergency room...
Contact Us
Phone
704-843-5459
Carolinas
1005 Medinah Ct
Marvin, NC 28173
Colorado
350 Indiana Street, Suite 730
Golden, CO 80401
OFFICE of SUPERVISORY JURISDICTION