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Keeping it simple; one firm-full services

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.”…

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…

Kathleen Moore

Financial Manager
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…

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…

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. Erin…

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.  Prior to…

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. He…

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