About
Our Mission
At Luna Wealth Management, our mission is to assist high net worth individuals in the creation, implementation and ongoing refinement of a customized tax plan so they may carry on with dignity, security, and deep purpose.
About Luna Wealth Management and Financial Planning
At Luna Wealth Management, we’ve observed a troubling trend in traditional financial planning for successful families and businesses. Often, the focus is on the financial professional’s gain rather than the family’s needs, resulting in superficial solutions.
Our distinctive approach addresses financial challenges head-on, integrating tax, estate, and wealth planning to safeguard and enhance businesses and families against economic downturns.
We advocate for tax reduction through moral, legal, and ethical strategies, empowering our clients as the true heroes of their financial journeys. Join us in a realm where financial goals and ethical values converge, ensuring your wealth grows and remains secure.
Glen leads a distinguished team of specialized professionals, each representing a firm committed to mastering a unique aspect of the complex tax code. Our core belief is straightforward yet impactful: to fully optimize the tax benefits embedded within the tax code, we rely on experts with extensive depth in their specific fields.
Glen Kavanagh
CEO & Founder
Glen Kavanagh has been a prominent figure in the financial services market since 2016. In 2022, he further solidified his commitment to his clients’ success by obtaining federal licensure as a fiduciary, earning both his Series 7 and Series 66 securities licenses, specializing in wealth management.
Outside of his professional endeavors, Glen finds solace and enrichment in studying the concepts of mindfulness, presence, and spiritual awakening. Glen incorporates these insights into his daily life, seeking greater peace and clarity.
Glen resides in Martin, Tennessee, though he enjoys traveling half the year and is learning Spanish to try to “keep up with the locals.” Also, exploring the outdoors through activities such as backpacking, skiing, climbing, and biking rejuvenate his spirit and fuel his passion for life.
Christopher Lane
Christopher Lane, a native of the small town of Greenfield in Northwest Tennessee, brings a wealth of experience and a deep-rooted commitment to community service to his role as VP of Operations at our company.
With a robust background in healthcare spanning 14 years, Chris has honed his expertise as both a Certified Pharmacy Technician and a Nurse. His dedication to improving healthcare access and understanding for America’s seniors was exemplified during his tenure as a Health Navigator with Mainstreet Rural Health from 2021 to June 2024.
Beyond his professional accomplishments, Chris is the Founder and President of The Rick Lane Foundation for Community Development, an organization devoted to fostering growth and development within his community. An avid sportsman, Chris values the balance of a healthy, active lifestyle and cherishes the time spent with his family (as shown with his lovely wife, Cassie).
Chris’s unique blend of healthcare expertise, operational acumen, and community-oriented mindset positions him as a pivotal member of our team, dedicated to guiding our clients towards achieving their financial goals with the same care and commitment he has shown throughout his career.
What We Do Best
WEALTH MANAGEMENT
In an ever-changing financial landscape, managing your wealth effectively is paramount to securing your financial future.
EFFICIENT TAX PLANNING
Our efficient tax planning service is designed to help you navigate the complexities of the tax code and optimize your tax strategy to keep more of what you earn.
RETIREMENT INCOME PLANNING
We assist you in creating a sustainable retirement income stream that will support you throughout your golden years.