David Garelick EA, CFP®, AIF®
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. David has extensive knowledge and experience in the areas of retirement planning, tax, education planning, estate, and insurance planning. He also continues to prepare individual, business, fiduciary and estate tax returns.
David Garelick has been with Global since 1987 and took over as the President/CEO in 1999. He received his undergraduate degree from UCLA and his graduate MBA degree from California Lutheran University. He holds the designations of Enrolled Agent and Certified Financial Planner™. He is a member of the National Association of Enrolled Agent (NAEA) and the Financial Planning Association (FPA). David sits on boards of non-profit and for-profit organizations.
David was fortunate to be mentored by his father Louis H. Garelick who was the President/CEO for Global Business Management from 1985-1999 and Lee B. Winkler who founded Global in 1960 and was the President/CEO from 1960-1984.
In his free time, David enjoys spending quality time with family and friends. He loves reading, hiking and attending Los Angeles sporting events.
Education
- B.A., University of California Los Angeles
- M.B.A., California Lutheran University
Certificates, Designations and Licenses
- Certified Financial Planner™ (CFP®)
- Enrolled Agent (EA)
- Accredited Investment Fiduciary® (AIF®)
- Series 65 Securities License
- California Insurance Producer License #0B92396
CERTIFIED FINANCIAL PLANNERTM (CFP®)
The CERTIFIED FINANCIAL PLANNER™ and CFP® (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP® Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. The CFP® is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.
To earn the credential, each CFP® candidate must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience. In addition, candidates must take the CFP® Certification examination and complete a CFP® -board registered program or hold an accepted designation, degree or license. Every two years, CFP ® certificate holders must complete a minimum of 30 hours of continuing education. More information regarding the CFP® is available at http://www.cfp.net/default.asp.
ENROLLED AGENT (EA)
Enrolled Agents (EAs) are federally-licensed tax practitioners who may represent taxpayers before the IRS when it comes to collections, audits and appeals. As authorized by the Department of Treasury’s Circular 230 regulations, EAs are granted unlimited practice rights to represent taxpayers before IRS and are authorized to advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements.
To earn the designation of EA, each EA candidate must pass a three-part comprehensive IRS test covering individual and business tax returns, or demonstrate experience as a former IRS employee. EAs must also complete 72 hours of continuing education every three years. More information about EAs is available at https://www.irs.gov/tax-professionals/enrolled-agents.
ACCREDITED INVESTMENT FIDICUARY® (AIF®)
The AIF Designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF Designation, the individual must meet prerequisite criteria based on a combination of education, relevant industry experience, and/or ongoing professional development, complete a training program, successfully pass a comprehensive, closed‐book final examination under the supervision of a proctor and agree to abide by the Code of Ethics and Conduct Standards. In order to maintain the AIF Designation, the individual must annually attest to the Code of Ethics and Conduct Standards, and accrue and report a minimum of six hours of continuing education. The Designation is administered by the Center for Fiduciary Studies, the standards‐setting body of fi360.
Jarrod Hicks
Jarrod Hicks 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 the key to providing high quality service to clients.
He received his degree in Financial Economics from the University of Redlands in 2003. Shortly thereafter, he began working in the accounting department of a small internet retail store, eStyle. In May 2005, Jarrod joined the Global team and worked his way up from assistant to Senior Account manager over the next 10 years.
During his free time, Jarrod enjoys spending time with his wife and son. Whether its running, cycling, hiking, camping or snowboarding, he loves all things outdoors. Traveling and seeing new places is also very important to Jarrod and his family.
Jeff Winger, CPA, EA
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.
Before coming to Global, Jeff owned a successfully accounting firm that focused on tax return preparation for individuals and small businesses. Prior to running his own business, he was the Controller of a multimillion-dollar manufacturing company. Jeff has a Finance degree from California State University, Northridge. He is a Certified Public Accountant, Enrolled Agent, and Certified Profit First Professional.
While not working, Jeff enjoys spending time with family and friends.
EDUCATION
- B.A., California State University Northridge
CERTIFICATES, DESIGNATIONS AND LICENSES
- Certified Public Accountant (CPA)
- Enrolled Agent (EA)
- Certified Profit First Professional
CERTIFIED PUBLIC ACCOUNTANT (CPA)
A California-licensed CPA is an individual who has met the education, examination, and experience requirements of California State law and has been issued a license to practice public accountancy by the California Board of Accountancy (CBA).
ENROLLED AGENT (EA)
Enrolled Agents (EAs) are federally-licensed tax practitioners who may represent taxpayers before the IRS when it comes to collections, audits and appeals. As authorized by the Department of Treasury’s Circular 230 regulations, EAs are granted unlimited practice rights to represent taxpayers before IRS and are authorized to advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements.
To earn the designation of EA, each EA candidate must pass a three-part comprehensive IRS test covering individual and business tax returns, or demonstrate experience as a former IRS employee. EAs must also complete 72 hours of continuing education every three years. More information about EAs is available at https://www.irs.gov/tax-professionals/enrolled-agents.
Peter Garelick, CFP®, AIF®
Peter Garelick is a Certified Financial Planner™ professional who specializes in providing comprehensive financial guidance and support to individuals and families. As a fiduciary, Peter is committed to putting his clients' best interests first, ensuring they receive objective and unbiased advice tailored to their unique needs and goals.
Peter’s expertise extends across a wide range of financial areas, including retirement planning, investment management, tax optimization, risk management, estate planning, and college funding. He believes in taking a holistic approach to financial planning, recognizing the interconnectedness of various financial aspects and their impact on his clients' overall financial well-being.
As a strong advocate for evidence-based investing and financial planning, Peter believes in utilizing strategies that are backed by thorough research and data, rather than relying on speculation or market timing. By staying informed about the latest industry research and utilizing evidence-based methodologies, Peter helps his clients develop comprehensive financial plans and build investment portfolios that can withstand market fluctuations and maximize long-term returns.
Peter firmly believes in leveraging technology to enhance the financial planning process. He uses cutting-edge tools and software to provide his clients with efficient and effective solutions. By harnessing technology, he empowers his clients to monitor their progress, make informed decisions, and stay connected with their financial plans effortlessly.
As a Certified Financial Planner™ (CFP®) and Accredited Investment Fiduciary (AIF®), Peter has undergone rigorous training and adheres to the highest fiduciary standards in the industry. He combines his technical expertise with a personable and empathetic approach, ensuring his clients feel comfortable and supported throughout their financial journey. When not in the office, Peter enjoys spending his time up and down the coast between Malibu and Ventura. He has a passion for the ocean and loves to surf, dive and take photographs.
EDUCATION
- B.A., Economics, California State University Northridge
- Personal Financial Planning Certificate, University California Los Angeles
CERTIFICATES, DESIGNATIONS AND LICENSES
- Certified Financial Planner™ (CFP®)
- Accredited Investment Fiduciary® (AIF®)
- Series 66 Securities License
- California Insurance Producer License #0H99221
See what clients have to say
Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Global Financial Advisory Services, Inc. clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.
You can view a complete list of all Peter Garelick's reviews on his Wealthtender profile page.
CERTIFIED FINANCIAL PLANNERTM (CFP®)
The CERTIFIED FINANCIAL PLANNER™ and CFP® (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP® Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. The CFP® is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.
To earn the credential, each CFP® candidate must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience. In addition, candidates must take the CFP® Certification examination and complete a CFP® -board registered program or hold an accepted designation, degree or license. Every two years, CFP ® certificate holders must complete a minimum of 30 hours of continuing education. More information regarding the CFP® is available at http://www.cfp.net/default.asp.
ACCREDITED INVESTMENT FIDICUARY® (AIF®)
The AIF Designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF Designation, the individual must meet prerequisite criteria based on a combination of education, relevant industry experience, and/or ongoing professional development, complete a training program, successfully pass a comprehensive, closed‐book final examination under the supervision of a proctor and agree to abide by the Code of Ethics and Conduct Standards. In order to maintain the AIF Designation, the individual must annually attest to the Code of Ethics and Conduct Standards, and accrue and report a minimum of six hours of continuing education. The Designation is administered by the Center for Fiduciary Studies, the standards‐setting body of fi360.
Jessica Souther
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. You will often find her with her nose in a manual trying to understand our equipment and software processes better. She feels pride when she can solve a technical problem for a fellow co-worker or discover a more efficient method for any work-related task.
Jessica worked as an office administrator with a local non-profit for five years before joining the Global family in 2007. She started at Global as an assistant account manager and worked in that role for 3 years before she transitioned into her current position as an account manager.
When she is not in the office Jessica enjoys spending time with her husband and three little boys. They currently spend their weekends working in their backyard. She looks forward to beach camping with her family and attending her sons’ little league games. Jessica is passionate about coffee and will drive miles out of her way for good “Cup of Joe”. Her love (aka dependency) for java developed quickly during those first few months of life with a 2 year-old and newborn twins. If she had more spare time Jessica would spend it developing her love for wine and cooking. She would also sew, craft, read and learn more. She loves reading to her boys and hopes they too will grow up with a same fondness for literature.
Charmaine Hinkel, CPA
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.
Since coming to the United States in 2001, Charmaine primarily focuses on tax preparation, tax accounting, tax consulting, tax research and financial analysis. She also has prepared quarterly and annual payroll and sales tax returns, business license renewals, property tax statements and financial statements. She has over 15 years of public and private industry experience.
Outside of work, Charmaine enjoys traveling and spending time with her husband and daughter. She also loves to read and watch movies.
Education
- B.S., Accountancy, Philippine School of Business Administration
Certificates, Designations and Licenses
- Certified Public Accountant
CERTIFIED PUBLIC ACCOUNTANT (CPA)
A California-licensed CPA is an individual who has met the education, examination, and experience requirements of California State law and has been issued a license to practice public accountancy by the California Board of Accountancy (CBA)
Luis Gomez
Luis Gomez brings a wealth of experience and a genuine passion for helping clients achieve their financial goals. Over the course of his career, he has taken on a variety of roles that have given him a deep understanding of the financial world and a well-rounded perspective that benefits every client he serves at Global Business Management Inc.
Luis began his career at Dean Witter as an Account Specialist Representative, where his interest in finance quickly grew into a true calling. After the firm’s merger with Morgan Stanley, he was promoted to Mutual Fund Compliance Analyst, ensuring client investments were aligned with both regulatory standards and their long-term objectives. In 2005, he continued building his expertise at MetLife, focusing on risk assessment, audits, and strengthening internal policies. In 2008, Luis fulfilled a longtime dream of moving to Los Angeles, where he joined Global Business Management Inc. to put his knowledge and experience to work for clients.
Outside of the office, Luis is always seeking the next adventure with his family. Luis is a passionate explorer who loves life when he is discovering the world's natural beauty and sharing its wonders.
Scott Jette
Bio coming soon
Czarina Louie
Czarina Louie has over 20 years of experience in performing and managing accounting / bookkeeping practices in various industries from Production/Manufacturing, Food & Beverage, Electrical Construction, and Ministry. Her exposure to these different industries has given her a wide breadth of experience in understanding the clients’ needs to help manage their books while also being the supportive liaison to help clients mitigate tax liabilities and exposures. Her work experience includes growing a manufacturing start up from a staff of 6 to 160 at its peak, while heading the day-to-day Operations, Human Resources, Procurement, and Logistics of orders up to $4.3M.
During her career, she found herself being pulled more into the accounting functions of the companies she worked in or consulted at in solely preparing them for their tax returns. As she started to raise her family, she felt it was important to stay closer to home to better support their needs. With that she pursued more local roles within the Santa Clarita / Valencia area, where she was led to various consulting work, ultimately landing a defined role specifically in accounting with a local church. It was there where she truly found her passion for accounting/bookkeeping. It was with divine grace that she connected with Global Tax & Accounting to truly dive into the accounting industry. She has found her passion and purpose and has been able to utilize every aspect of her prior experiences to manage the various clients she currently services.
Outside of the office she loves to experience the world with her family by attending sporting events, concerts, and trying the endless number of restaurants in California. Her family will travel to the Bay Area and all the way down to San Diego to spend quality time with extended family. She functions on coffee, chocolate, good food and listening to the greatest generation of music of the 50’s to early 2000s.
Debbie Garelick
Debbie works as an Operations 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. For more than two decades she has overseen the daily operations and has worked alongside all the accountants, tax preparers, account managers, and financial planners to ensure everything is running efficiently. Debbie considers herself determined, ambitious and creative.
Debbie lives in Valencia with her husband David Garelick and French Bulldog Olive who she shares with her son. She has been an active Santa Clarita resident her entire life. She served as Miss Santa Clarita Valley in 1984 and has loved how the Santa Clarita Valley has grown into the exciting city it is today. Debbie loves spending time with family, especially with her grandson Duke, traveling, taking exercise classes and long hikes with her kids and doggie Olive. She cannot leave out her creative outlet which includes anything having to do with interior design and planting in and around her yard!
Bart Brewer, CFA®, EA, CFP®
Bart’s experience in the financial services industry spans over portions of six decades, and he has been a financial professional for 40 years. He worked for Global Financial Advisory Services nascent days of the mid 90’s with David and his father, Lou. He has been a financial and investment analyst, investment advisor, institutional portfolio manager, market maker, and international financier.
Since the end of last century, Bart has logged 12,000 hours in the live (not internet) classroom training thousands of other financial professionals in various FINRA and CFP® curriculum and material. He is a current member of the FINRA Board of Arbitrators and has given expert testimony on such matters.
Bart grew up in the greater Houston area, and is a big Astros fan, supporting the club since their inception. However, his favorite sport is ice hockey as he is probably the only person who is a full season seat holder to both the Los Angeles Kings and Arizona Coyotes!
Education
- B.A. Claremont Men’s College
- M.B.A. Amos Tuck School at Dartmouth College
Certificates, Designations and Licenses
- Chartered Financial Analyst® (CFA®)
- Enrolled Agent (EA)
- Certified Financial Planner™ (CFP®)
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- California Life and Health Insurance Producer #0828342
CERTIFIED FINANCIAL PLANNERTM (CFP®)
The CERTIFIED FINANCIAL PLANNER™ and CFP® (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP® Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. The CFP® is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.
To earn the credential, each CFP® candidate must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience. In addition, candidates must take the CFP® Certification examination and complete a CFP® -board registered program or hold an accepted designation, degree or license. Every two years, CFP ® certificate holders must complete a minimum of 30 hours of continuing education. More information regarding the CFP® is available at http://www.cfp.net/default.asp.
CHARTERED FINANCIAL ANALYST® (CFA®)
The Chartered Financial Analyst ® and CFA (collectively, the “CFA credential”) is a professional credential granted in the United States by the CFA Institute. The CFA credential is a voluntary credential; no federal or state law or regulation requires financial planners to hold the CFA credential. The CFA course of study includes the candidate body of knowledge, the curriculum content, learning outcome statements, and the topic area weights.
To earn the credential, each CFA candidate must have an international travel passport and one of the following: (1) A bachelor’s (or equivalent) degree or be in the final year of your bachelor’s degree program (having completed the bachelor’s degree program in order to register for the Level II exam), or (2) Four years of professional work experience (does not have to be investment related), or (3) A combination of professional work experience and education that totals at least four years (part-time positions do not qualify, and the four-year total must be accrued prior to enrollment). Each CFA candidate must then pass three six-hour exams of various levels, with candidates reporting dedicating in excess of 300 hours of study per level to prepare for each exam. More information about the CFA is available at https://www.cfainstitute.org.
CHARTED FINANCIAL CONSULTANT® (ChFC)
The Chartered Financial Consultant ® and ChFC (collectively, the “ChFC designation”) is a professional designation from The American College of Financial Services. The ChFC is a voluntary credential; no federal or state law or regulation requires financial planners to hold the ChFC designation. The ChFC course of study is comprised of nine college-level courses that address all aspects of financial planning, with a focus on the practical application of those principles based on real-life case studies.
To earn the designation, each ChFC candidate must successfully complete all courses and exams, meet experience requirements (three years of full-time business experience) and ethics standards, and agree to comply with The American College Code of Ethics and Procedures; participation in the Professional Recertification Program is also required. More information about the ChFC is available at https://www.theamericancollege.edu/designations-degrees/ChFC.
ENROLLED AGENT (EA)
Enrolled Agents (EAs) are federally-licensed tax practitioners who may represent taxpayers before the IRS when it comes to collections, audits and appeals. As authorized by the Department of Treasury’s Circular 230 regulations, EAs are granted unlimited practice rights to represent taxpayers before IRS and are authorized to advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements.
To earn the designation of EA, each EA candidate must pass a three-part comprehensive IRS test covering individual and business tax returns, or demonstrate experience as a former IRS employee. EAs must also complete 72 hours of continuing education every three years. More information about EAs is available at https://www.irs.gov/tax-professionals/enrolled-agents.
Connor Garelick
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. Connor joined Global’s team in August of 2014 after graduating from Pepperdine University in Malibu, CA with a Bachelor of Arts degree. Continuing to study while working in the field, he also earned a Master of Business Administration (MBA) with an emphasis in Financial Planning from California Lutheran University in 2017. Connor is planning to sit for his Certified Financial Planner exam in the near future.
He was a student-athlete at Pepperdine University where he was a dedicated member of the baseball team. Connor was instrumental in being part of the only team in school history to advance to a Super Regional. Pepperdine (43-18) ended up finishing the season ranked #12 in the nation according to the Baseball America and Collegiate Baseball polls. Connor’s time outside of the classroom consisted of baseball practice and games, conditioning, meeting alumni, and volunteering in various community service opportunities with his team. Being a competitor in high-level sports throughout his life, Connor learned valuable lessons such as teamwork, dedication, and the sacrifice it takes to succeed in business and in life.
Connor is a multi-faceted millennial who loves all things creative and business. He can be seen acting in feature films and has also produced six short films and one independent feature. Taking the opportunity to train at The Lee Strasberg Theatre & Film Institute, Connor is ecstatic to be combining his creative and business efforts to forge a unique path in the entertainment industry. Outside of his work at Global, he enjoys spending time with his family, staying active while being in nature, acting, producing, taking photographs and exploring new eateries around the world.
Julie Fraser
At Global Business Management, Julie works with clients to help simplify their financial lives and achieve their goals. She assists the account managers with various tasks such as accounts payable, accounts receivable and correspondence. She is also the medical coordinator for business management clients.
Before relocating to California, Julie lived in Keller, Texas for twenty years. She worked for one of the largest Mercedes-Benz dealerships in North America doing accounts receivable and customer service. She also worked as a portrait photographer. Prior to moving to Texas and raising a family, Julie worked as a bookkeeper for our affiliate, Global Tax & Accounting for over 10 years.
Julie has three sons, Garrett, Blake and Seth and lives in Valencia, California with her two dogs, Patch and Sia. When not in the office, she enjoys photography, hiking, working out, reading and spending time with family and friends
Mara Acevedo
Mara Acevedo is an Account Manager at Global who loves making life easier for her clients. Whether it’s managing accounts payable, receivable, payroll, or daily correspondence, she takes pride in keeping everything running smoothly so her clients can focus on what matters most. Meeting deadlines is her top priority, but what really drives her is building relationships and going above and beyond expectations.
Her career in business management began in 2007, where she gained unique experience managing a project for a touring comedian and ventriloquist. From coordinating merchandise for worldwide shows to handling every online order, Mara learned the importance of organization, adaptability, and always delivering with a smile.
A true Burbank native, Mara’s happiest moments are spent with her family, enjoying movie nights and big Italian dinners. Life at home also revolves around Paco, her spirited pug who keeps her busy with walks, snacks, and plenty of naps. When she gets the chance to unplug, Mara loves retreating to a cozy cabin in Wrightwood, where evenings by the fire and roasted marshmallows bring the perfect mix of rest and laughter.
Brooke Garelick
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. She specializes in accounts payable, accounts receivable and correspondence. Brooke earned her Bachelor of Arts degree in Media Studies from UC Berkeley in 2017 while being a student-athlete and playing volleyball.
Following her graduation from UC Berkeley, Brooke relocated back to Los Angeles and discovered her passion and talent for business management. Beginning at Global in January of 2018, she brings her youthful, creative and purposeful energy with her every day to the office.
Brooke enjoys spending time with her family, friends and her French Bulldog named Bleu. When she is not working at Global, she loves the juxtaposition of being active but then also taking the time to relax and unwind. Brooke loves to hike and work out but also enjoys catching up on her favorite movies and television shows.
Tristin Rochow
Tristin Rochow is an Account Manager at Global, where he manages client accounts with a focus on checks and balances, financial reporting, and brokerage statement reconciliation. With a strong background in tax preparation and accounting—particularly in the entertainment industry—Tristin brings a detail-oriented approach and a commitment to client service.
He earned his bachelor’s degree in Accounting from The Master’s University, where he also played on the men’s soccer team. He is currently working toward his Enrolled Agent (EA) license to further deepen his expertise in tax law and representation.
Originally from Santa Clarita, CA, Tristin now lives in Sherman Oaks with his wife. He loves exploring new restaurants (especially anything Japanese), taking beach trips, playing video games, and traveling whenever he gets the chance.
Cindy Garelick
Cindy is the Compliance Officer for Global Financial Advisory Services, where she plays a critical role in ensuring the organization adheres to regulatory requirements, industry standards, and internal policies. Her work focuses on identifying and mitigating legal and financial risks while fostering a culture of integrity and accountability across the company.
Originally from Syracuse, NY, Cindy recently relocated from Rochester, NY to Los Angeles. She earned her bachelor’s degree from the Rochester Institute of Technology and brings a diverse professional background that spans Accounting, Information Technology, and Supply Chain Management. Prior to joining Global, she spent 34 years at ExxonMobil Chemical, where she honed her analytical skills and developed a strong foundation in corporate operations and compliance.
Outside of her professional responsibilities, Cindy enjoys spending quality time with her family, traveling to new destinations, and exploring everything Southern California has to offer. She is passionate about continuous learning, especially in areas that intersect business and technology, and values building strong relationships both inside and outside the workplace.
Nick Flory
At Global Tax & Accounting, Nick works behind the scenes as a junior bookkeeper. He meticulously records, organizes, and maintains our client's financial transactions through tasks like data entry, managing accounts payable and receivable, processing payroll, among many others.
Nick enjoys playing saxophone, which he played in college at Northern Arizona University before switching career paths. He also enjoys going on hikes, rock climbing, and attending Dodger games with his family.