Our Team

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

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 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

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

Vic spear heads the growth of the Sports Division through Client Relations and Digital Marketing. He specializes in developing and sustaining professional relationships with-in his vast network of professional clientele and associates. Read More

Brooke is an account manager at Global that takes tremendous pride in her sharp and perfectionist skills to organize her client’s financial lives. She believes in the collaboration of teamwork, effective communication and out of the box thinking to provide solutions that will better serve clients. Read More

At Global Business Management, Julie works with clients to help simplify their financial lives and achieve their goals. She assists Jessica with various tasks such as accounts payable, accounts receivable and correspondence. Read More

Michael works with account managers by focusing on accounts payable and receivable. While keeping a determined and enthusiastic attitude, he enjoys learning new ways in helping clients. Read More