Our Team

David Garelick EA, CFP®

CEO/President

David is committed to clients for the long-term and acts in a fiduciary capacity.  He helps clients in all aspects of their financial lives and gives personalized advice to each client’s specific needs, goals and objectives. Read More

Sheila Wilkerson, EA

Vice President

Sheila has over 35 years experience in the tax and accounting field. She is an enrolled agent (EA) and a federally authorized tax practitioner who specializes in the field of taxation.     Read More

Charmaine Hinkel, CPA

Senior Accountant

Charmaine has a Bachelor of Science degree in Accountancy and is a CPA. Originally from the Philippines, she started her accounting career as a Staff Auditor in an Ernst & Young firm in the Philippines. Read More

Debbie Garelick

Client Relations Manager

Debbie works as a client relations manager for Garelick, Wilkerson & Associates and Global Financial Advisory Services. She is passionate about making each client experience positive and enjoys the daily client contact that her job entails. Read More

Linda Murphy

Senior Account Manager

Linda has been in the accounting field for over 50 years . She specializes in after the fact bookkeeping, reconciliation for accounts payable and receivable, sales tax returns, business property tax and payroll tax returns. Read More

Jarrod Hicks

Senior Account Manager

Jarrod helps clients by managing cash flow, providing timely financial reports and helping them budget for the short and long term.  He believes that having a strong team and good communication is key to providing high quality service to clients. Read More

Jessica Souther

Senior Account Manager

Jessica works on our client’s and companies behalf to organize and maintain their financial affairs.  She is a problem solver and loves to figure things out for herself. Read More

Peter Garelick

Investment Advisor

Peter helps clients pursue a better lifestyle through intelligent financial decision making.  He believes in low cost investing, goal based planning, and that behavior matters as much as numbers. Read More

Luis Gomez

Account Manager

Luis has over 18 years of experience in the financial industry. He has been fortunate to take on various roles and gain firsthand knowledge, abilities and experiences that will assist our Global Business Management clients in achieving their financial goals. Read More

Katie Thompson

Account Manager

Katie serves clients by doing after the fact bookkeeping, reconciling accounts payable and receivable, preparing financial statements, payroll and payroll tax returns, sales tax returns, and business property tax returns. Read More
 

Jordan McConnell, EA

Tax Preparer

Jordan works closely with tax preparers assisting them in all aspects of tax preparations.  He reviews and confirms all necessary documents have been received while entering all the collected information. Read More

Connor Garelick

Paraplanner

Connor Garelick works directly with the clients at Global. He specializes in accounts payable, accounts receivable, financial statement preparation and supports the account managers in their daily functions to help their desk run smooth and efficiently. Read More

Mike Bible

Vice President Sports Division

Mike’s experience of being a professional athlete, college baseball instructor, large account manager for a corporate jet operator and Licensed Insurance professional brings a dynamic process to working with clients assisting with relationships and management strategies. Read More

Madison Moses

Assistant Account Manager

Madison works closely with the Account Managers providing support in day to day account activity. She focuses on accounts payable and receivable to ensure all desks are functioning efficiently. Read More