The basics,
Hi, my name is David. I’m an Independent Financial Planner affiliated with Global View Capital Advisors. I graduated from Marquette University, in Milwaukee Wisconsin with a B.S. Degree in Finance. 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
I work with my wife, Gina and 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.
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’m a family guy, love being in nature and strive to make the world a better place.
Why Global View Capital?
My career in the financial industry began in 2013, at a large insurance company. Throughout my time there, I worked alongside a few different financial advisors who focused on helping clients entering retirement. My 5 years there were very valuable, but I wasn’t surrounded by people with the right ethics.
Have you ever heard of the term Fiduciary? It simply means as a financial advisor you, by law, act in the best interest of your client. Now, I think this should be mandatory for every financial advisor, but unfortunately that’s not the case. As I alluded to earlier, when Gina and I started in this industry, this was not common practice at the insurance company we were at. Seeing the lack of unbiased advice quickly led me to search for the right place for us and our clients.
After a few months of interviewing firms, we became a part of the Global View Capital family; where the Fiduciary standard is the only standard. I feel serving my clients at the holistic level is the only way to truly give them peace of mind about their finances. The thing I love talking about most with my clients is: How do you minimize financial stress and live a fulfilling life today, while maximizing your efforts to reach financial independence?
The fun stuff,
My favorite thing to do is explore new places with Gina; we enjoy sightseeing and being active in nature as well as hanging out at home with our Bengal cats. I love to snowboard in the winter and play golf, basketball and soccer during the warmer seasons. We also find it incredibly important to support various charities and local Wisconsin businesses to help improve the place we live and love. Faith in God plays a key role and serves as a moral foundation in both of our lives. We share the same values of continued learning, constant growth, mentoring others, and playing our part in building a sustainable Earth for all generations to come.
Gina's Story,
Ever since I can remember I was the friend everyone came to for advice. I not only enjoyed it, but I was pretty good at helping people work through their problems. So, you could say my passion to serve others began when I was young.
When it came time for college, I was working multiple jobs, wanted to keep my student loans low and get a degree that would allow flexibility. I completed my Associate's degree at the College of Lake County and then transferred to the University of Wisconsin - Milwaukee. However, after I achieved my Bachelor’s in Business & Marketing, I wondered why there was such a lack of education for the financial experiences we all face. No mandatory class was designed to teach us anything about buying a home, saving for retirement, or my future child’s college expenses; let alone how to budget paying back mine. That void led to the next chapter in my life.
I started in the financial industry at a well-known insurance company as a marketing manager for a leading financial advisor. I worked alongside him and David, as he was being groomed to take over the advisors’ business. After a short while, we didn’t feel the culture was a fit for us. It was riddled with high-pressure sales, quotas, and competition. David and I wouldn’t stand to see families be taken advantage of and knew it was time for a change.
After a few months of interviewing firms, we found our home, Global View Capital Advisors. Becoming a part of the Global View family has given me the ability to cultivate my passion of supporting others in a meaningful way. David and I work together, as I take care of the digital marketing and client engagement side of our practice.
We are so grateful to work alongside a great firm who adopts the Fiduciary standard and provides the resources to make the difference we wish to see in the world. David is my high school sweetheart but my professional conviction in him was validated at a very critical time in my family’s financial life. From that day forward, I knew he and I had the same goals in life; to truly be there for people in great times and in their hardships.
The fun stuff,
In a nut shell, I am a Disney fanatic, Vegan & Environmentalist, and love playing with my two Bengal cats, Vaatu and Raava! David and I enjoy exploring nature, being with family and watching thriller movies. Our long-term goal is to create an organization, designed to provide aid and support sustainability projects for not only all living beings, but the one and only planet we have. Something very close to my heart is my connection with Elephants. I have a desire to protect them, show others what we can learn from them, and ultimately ensure they are around for all generations to come.
