Our mission is to help people make good financial decisions so they can live a less stressful and more fulfilling life. We do this by serving clients all around the country and take a holistic approach to financial planning; going beyond sales and really looking at the full picture.
I am an Independent Financial Planner affiliated with Global View Capital Advisors. I graduated from Marquette University with a Finance degree and I hold the following licenses and designations;
– The Series 66 License | Investment Management
– Life & Health Insurance Licenses
– CLTC® | Certification in Long-Term Care
– CSLP® | Certified Student Loan Professional
At Global View Capital we have numerous relationships across the investment and insurance industry. This allows us to provide unique, unbiased solutions for every family we work with. The Fiduciary standard is at our core and the best interest of the client will always be the reason for any recommendation.
I have the privilege to work with my wife, Gina. We are in this business because we believe in being the difference we wish to see in the world. We both have seen the lack of financial empowerment among the community and we’d like to help improve that.
Faith plays a key role and serves as a moral foundation in both of our lives. We both share values of continued learning, constant growth, mentoring others, and playing our part in building a sustainable Earth for all generations to come.