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 worked in the financial services industry since 2016 and became a licensed fiduciary in 2022, holding both the Series 7 and Series 66 securities licenses. His work is centered on retirement and wealth planning, with a strong emphasis on clarity, transparency, and actingin clients’ best interests.
Glen is especially passionate about the
underserved rural communities, where access to clear, unbiased financial education is often limited. His practice follows an education-first approach, partnering with a nonprofit network of financial educators to help individuals understand their options before ever discussing specific strategies or products. From there, Glen works one-on-one with those who are a good fit for ongoing guidance.
He believes better decisions come from understanding—not pressure—and is committed to helping families gain confidence, reduce uncertainty, and move forward with purpose. Glen brings a calm, thoughtful style and a grounded sense of humor, focused on making complex financial topics approachable, practical, and relevant to real life.
Christopher Lane
Christopher Lane brings an education-first
mindset and deep strategic insight to his
role as Vice President of Operations. A lifelong resident of rural Northwest Tennessee and a native of Greenfield, Chris has a strong passion for serving communities like the one he grew up in.
With over 15 years of healthcare experience
as a Certified Pharmacy Technician and Nurse, Chris has developed a rare ability to break down complex topics into clear, practical guidance— an approach that now anchors our holistic retirement planning process. His work as a Health Navigator with Mainstreet Rural Health further reinforced his commitment to helping seniors make confident, informed decisions.
Often described as the “brains behind the scenes,” Chris ensures that every plan is thoughtful, thorough, and client-focused. He is also the Founder and President of The Rick Lane Foundation for Community Development, reflecting his deep belief in giving back and strengthening rural communities.
Chris’s combination of analytical skill, compassion, and lifelong connection to rural America makes him an invaluable advocate for the families we serve.
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.