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 retirement 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 concerning trend in traditional financial planning for successful families and businesses: too often, the focus shifts toward the financial professional’s gain rather than the family’s true needs, resulting in superficial solutions.
Our distinctive approach tackles financial challenges head-on by integrating retirement income planning, portfolio management, estate and legacy planning, and a comprehensive understanding of your rights and options within Medicare and Social Security. We believe in a holistic strategy that not only safeguards your wealth but also maximizes its growth and sustainability over time.
Rather than focusing solely on short-term gains, we empower our clients to make well-rounded financial decisions that ensure long-term stability and peace of mind. Our client-first approach centers on wealth growth, financial security, and achieving goals that truly align with your needs.
Glen leads a team of dedicated professionals, each specializing in a unique aspect of wealth management. From portfolio optimization to retirement income strategies, our team ensures that every aspect of your financial plan is thoughtfully addressed. In order to create a financially secure future, we rely on experts with deep knowledge in their specialized fields, ensuring your goals are met efficiently and with lasting results.
Glen Kavanagh
CEO & Founder
Glen Kavanagh, based in Martin, Tennessee, has been a dedicated professional in the financial services industry since 2016. In 2022, he reinforced his commitment to client success by obtaining federal fiduciary licensure, earning both his Series 7 and Series 66 securities licenses, with a focus on wealth management.
Outside of his professional work, Glen enjoys traveling, learning Spanish, and staying active outdoors through running, cycling, mountain biking, hiking, climbing, and skiing. He values meaningful connections and brings a thoughtful, dry sense of humor — often drawn from life’s subtle and awkward moments.
Glen also finds enrichment in exploring mindfulness, presence, and spiritual growth. He integrates these principles into daily life, seeking peace, clarity, and meaningful opportunities to serve others.
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 time spent with his family—including 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.