Global Business Management
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
Mara is an account manager at Global who works with clients to help simplify their lives and achieve their financial goals. She works on accounts payable, accounts receivable, payroll and correspondence. Read More
Global Financial Advisory Services
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
Peter enjoys helping clients pursue a better lifestyle through intelligent financial decision making. He believes in asset class investing, goal based planning, and that behavior plays a critical part of the planning and investing process. Read More
Jennifer Akhlaghi is a Certified Financial Planner™ professional who loves making a difference in her clients lives. She believes that a person’s life goals and objectives should align with their financial resources. Read More
Debbie works as a client relations manager for Global Tax & Accounting 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
Connor Garelick works directly with clients at Global and specializes in preparing and reviewing financial statements. He creates forward-looking budgets and helps in generating holistic financial plans for clients. Read More
Global Tax & Accounting
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
Jeff is focused on tax return preparation, tax planning, and helping small businesses grow profitably. He believes that with proper planning, taxes can be minimized and profitability can be maximized. Read More
Debbie works as a client relations manager for Global Tax & Accounting 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