Associate Director

• Feb 2011 - Present

At Global View Capital Advisors, we believe that being a good adviser means building a long-lasting relationship with our clients. We want to be there through life’s journey as financial decisions are made, as we work together to achieve your dreams and goals. We conduct a thorough review of your current financial situation and make practical recommendations for your insurance and investment needs. But more importantly, we listen. Our advisers are guided by fiduciary principle-making decisions, based on the best interest of the client. We help you design, grow and protect your personal economy. • We agree upon clear objectives and risk expectations • We monitor your investments and track the progress while refining and revising along the way • We offer investment strategies with downside protection for unpredictable markets • We assist you with creating a legacy for future generations • We help protect your family from life’s unexpected challenges Advisory services offered through Global View Capital Management, Ltd. (GVCM). GVCM is a SEC Registered Investment Advisory Firm headquartered at N14 W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188. Show less

Investment Advisor Representative

• Nov 2010 - Dec 2013

Investment Advisor Representative

• Jan 2009 - Nov 2010