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Our Story
Glaser Retirement Strategies is an independent insurance brokerage specializing in wealth distribution and protection tailored to your retirement needs. Founded in 2009 by Ken and Lisa Glaser, both licensed agents—Ken since 1987 and Lisa since 1998—the firm was created to provide the flexibility to raise their family while serving clients with honesty, integrity, and personalized care.
With over four decades of combined experience, Ken and Lisa help clients navigate key milestones such as enrolling in Medicare and Social Security, as well as protecting and distributing IRA and 401(k) investments.
At Glaser Retirement Strategies, our mission is simple: educate and empower you to make informed financial decisions based on understanding—not sales pressure. As a trusted local, independent agency, we’re here to help you safeguard your future, maintain the lifestyle you’ve worked hard for, and ensure that your legacy is preserved for generations to come.
Meet The Team
Co-Founder | Medicare & Retirement Specialist
Lisa Glaser began her insurance career in 1998 and has spent more than two decades helping clients confidently navigate Medicare and Social Security decisions. She is passionate about staying current with CMS regulations and emerging technology to ensure clients receive accurate guidance and exceptional service.
Lisa co-founded Glaser Retirement Strategies with her husband and business partner, Kenneth. Together, they have built both a thriving practice and a family of five children.
Outside the office, Lisa enjoys cooking for others, tending her garden, and serving in her church community.
Co-Founder | Wealth & Legacy Planning Specialist
Kenneth Glaser began his career as a licensed insurance professional in 1987 and has spent nearly four decades serving individuals and families throughout Ohio. Over the years, he has helped thousands of clients protect what matters most through thoughtful planning and personalized guidance.
Kenneth specializes in wealth transfer strategies, income protection, and legacy planning, helping clients create long-term financial confidence for their families.
A native of South Amherst, Ohio, Kenneth is the proud father of five children. He feels deeply called to serve others and is grateful to work alongside his wife and business partner, Lisa, to make a meaningful difference in the lives of their clients.
Medicare & Retirement Advisor
Paul Calderone brings more than 20 years of experience in customer-focused and client-facing roles. He genuinely enjoys helping people find solutions, simplifying complex situations, and creating smoother outcomes.
Paul approaches his work with a practical, down-to-earth mindset, believing that strong relationships are at the heart of great service. His goal is to make each client interaction clear, comfortable, and productive.
Outside of the office, Paul enjoys life with his fiancé, Brittany, and their two children, Juliet and Lincoln. The joyful chaos of family life keeps him grounded and reinforces what matters most — serving others with patience, integrity, and care.
Financial Planning & Life Insurance Advisor
Aidan Pursley joined Glaser Retirement Strategies in July 2025 with a focus on life insurance and financial planning. A graduate of Kent State University with a Bachelor’s degree in Business Administration and Management, he brings both fresh perspective and analytical thinking to the team.
Aidan enjoys approaching each client’s situation like a puzzle — carefully putting the pieces together to create a clear and confident financial picture. He is passionate about helping individuals prepare for the future by identifying potential challenges early and implementing proactive solutions.
Outside of the office, Aidan enjoys staying active, whether in the pool, playing sports, or enjoying strategy games with friends. He also values time spent with his girlfriend, whether playing pickleball, watching movies, or attending church together.
Operations & Administrative Coordinator
Leah Pursley joined Glaser Retirement Strategies in October 2024 during the Annual Enrollment Period to assist with administrative and organizational support. What began as a temporary role quickly became a long-term fit, as she developed a strong appreciation for both the work and the clients we serve. She officially joined the team as a permanent staff member in January 2025.
With a background in leadership and management, Leah brings strong organizational skills, attention to detail, and a natural ability to implement efficient processes. She also recently became a Notary Public, further enhancing the level of service and convenience offered to our clients.
Outside of the office, Leah enjoys reading, writing, and spending meaningful time with her family.
Office Greeters & Morale Officers
Athena and Cassie are proud members of the GRS team. While their primary responsibilities include client greetings and professional-level napping, they are always happy to make new friends.
Many of our clients know them well — and sometimes even arrive with treats in hand. Feel free to stop by and say hello!