Meet the Team
At Global View it’s not just words. Our team works hard to preserve and grow your wealth. With backgrounds in investing, financial planning, tax management, and estate planning, our boutique team works collaboratively to help you achieve your goals. This collaboration is what sets up apart.
Joe E. Hines, Jr.
CFP ® - Managing Partner – Retirement Transition Specialist
“I want for every client to know they are important to me. It’s about a lot more than money to me.” ------Joey Hines, Jr. CFP®
Adam Wiles
CFP ® - Partner – Chair of Investment Committee
“I want to be the unreasonable advocate for my clients. I will tell it like it is, even if you don’t want to hear it.” ------Adam Wiles, CFP®
Matthew Crider
CFP® - Financial Advisor
Matt is a CERTIFIED FINANCIAL PLANNER™ professional who has been in the financial advisory business since 2008. He holds a BA in Marketing and Management from the University of Cincinnati...
Kathleen Moore
Director of Practice Management
Kathleen has a long history in financial and professional services leveraging her analytical skills to optimize results for clients. Kathleen’s focus is supporting the Global View team which embodies the...
Christie Simister
Client Service Manager
It’s nice to work for a company that truly looks out for the best interest of their clients. We strive hard to identify their needs and always put the client...
Erin Milner
Paraplanner
As a Paraplanner, Erin works alongside our advisors in managing client relationships and special financial planning needs, including retirement transition, education, and estate planning.
AJ Johnson
Paraplanner
As a Paraplanner, AJ assists our advisors in managing client relationships and special financial planning needs, including retirement transition, education, and estate planning.
Shane Kozusko
Paraplanner
As a Paraplanner, Shane works alongside our Advisors in managing client relationships and special financial planning needs, including retirement transition, education, and estate planning.
