Whether it's working with individuals and families or small to large businesses, making a difference in the lives of others through investment advisory services is an important part of bringing peace of mind to clients. As an Executive Director at Global View Capital Advisors, I offer a personalized approach to providing financial solutions tailored to each client's individual needs. -Manage high net worth client accounts and account teams, to retain and increase total assets, revenues, and profitability-Provide consultative investment and financial guidance-Provide guidance and innovative solutions to help meet a client's financial goals and objectives at every life stage-Provide professional recommendations to my clients, meeting multiple financial goals, with a comprehensive line of insurance products and services.Global View Capital Advisors is a firm built by and for advisors whose aim is to be client-centric and whose voice shapes the strategic direction of the firm. Our deepest purpose is to make a difference in the world by providing innovative solutions in an unpredictable world that serve to help design, grow and protect the personal economy of families from all over the world.Our business model serves as the 21st century model of the future by partnering and co-developing with the world's leading-edge advisors, money managers and service partners in a truly open architecture environment.

Through a strategic partnership with Unified Employee Benefits (UEB), our firm specializes in educating and empowering employees to protect themselves and their families through supplemental insurance. These products can help save them from the potential financial pitfalls of unexpected events that aren’t fully covered by high-deductible medical plans and copays. Employees typically pay 100 percent of their voluntary coverage, and they can choose which plans are best for their personal situation. These plans include:• Critical Illness Insurance• Cancer Insurance• Accident Insurance• Short-Term Disability• Hospital Expense Insurance• Life Insurance• Vision/Dental Insurance Our unique relationship with UEB allows us to provide more service and value – that includes one-on-one meetings with each of your employees to explain their options and enroll them in their desired programs. Also, should the need for a claim arise, their case is personally handled by a UEB staff member who will guide them through each step of the process.