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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, accounting, tax management and estate planning, our boutique team works collaboratively to help you achieve your goals.  This collaboration is what sets up apart.

Financial Advisors

Joe E. Hines, Jr.

CFP ® - Managing Partner – Retirement Transition Specialist
Joey, a CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor, and Registered Social Security Analyst, has been working in the financial advisory business since 1996. He is…

Adam Wiles

Partner – Chair of Investment Committee
Adam wants every client to be a client for life.  As an advocate, he helps clients deal with the issues they know they need to…

Kurt Schumacher, Jr.

JD - Wealth Planning Strategist
Kurt has been counseling individuals and families with respect to wealth preservation and transfer since 2001. After graduating from Harvard College and Harvard Law School,…

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…

Christie Simister

Client Service Manager
As a Client Service Manager, Christie oversees the administrative issues that directly affect our clients’ goal attainment. She graduated from the University of South Carolina…

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…

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…

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…

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