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

Ken Moore

CFP® - Founder - Confusopoly Translator & Chief Investment Officer
Investors give their hard earned wealth to unscrupulous salesmen, posing as ‘financial advisors’, every day.  That’s why Ken started this company.  Ken is dedicated to…

Joe E. Hines, Jr.

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

Adam Wiles

CFP® - Partner - Retirement Income Specialist
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,…

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…

Amanda Baize

Accountant - Paraplanner
As a Para-planner, Amanda leads our efforts with portfolio accounting, performance monitoring, and financial analytics for special projects. She is also the assistant compliance officer…

Erin Sweatt

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…

Elizabeth Gibson

Paraplanner
Elizabeth moved to Greenville with her husband, Kyle, from Columbus, OH. She and her husband also lived in Manhattan for six months while she worked…

Are you ready to achieve your goals and protect your future?

Get to know us with our "Setting the Path" program.