We keep it simple: one firm, a full-service 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.”
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.”
Matthew Crider
CFP®
Financial Advisor
"I believe being a good steward for my clients involves discipline, integrity, and a long-term perspective. My hope is to create lasting value in their lives."
Kathleen Moore
Director of Practice Management
“I'm proud to be part of the Global View team carrying out the founding mission of putting the clients first.”
Christie Simister
Client Service Manager
“I enjoy building relationships by being dependable and trustworthy. Our clients deserve an exceptional service experience that exceeds their expectations.”
Erin Milner
Paraplanner
"Financial planning is more than just a technical exercise… it’s planning for your life. I love helping clients do it and then later, achieving the goals they set in the process."
Shane Kozusko
CFP®
Financial Planner
“It is deeply rewarding to help clients realize the freedom and fulfillment they have long envisioned for retirement after years of disciplined saving and hard work.”
Anne Coe
FPQP®
Paraplanner
"I enjoy continuously learning about the financial planning process for the betterment of our clients."
