GLOBAL VIEW - Key Persons
Job Titles:
- Chairman of the Investment Committee
- Partner - Chair of Investment Committee
Adam wants every client to be a client for life. As an advocate, he helps clients deal with the issues they know they need to confront. And issues they don't even know yet that they will someday confront.
He understands that the future is uncertain, and works closely to develop deep relationships with every client to make sure it is not something to fear. This means some illusions need to be confronted and dealt with.
Always skeptical about the unintended consequences of government actions, like printing money, Adam considers himself more of a value investor. He recognizes the importance of looking globally for best ideas: both internationally, and across all market sizes. He also knows it makes sense to be innovative when investing fixed income. Because the financial crisis caused the big banks to seek other avenues to make money (like selling credit cards and mortgages), they no longer lend to small businesses. This creates an opportunity for enterprising investors to do what angel investors and venture capitalists (who own the equity of these companies) don't want to. To lend to those companies.
Adam is a native of Iva, South Carolina and graduated Cum Laude from Wofford College with a BA in Finance. While at Wofford, he participated on the football team as both a back-up and starting quarterback.
He has ten years of experience as a trader in the Commodity Lumber industry. He worked for two years at Merrill Lynch before joining Global View.
A deep thinker, Adam enjoys conversations about the role of government and how the latest monetary experiment will eventually play out. He likes to make things as simple as possible for clients and to help avoid them becoming confused.
Adam holds the CERTIFIED FINANCIAL PLANNER™ credential. He is focused on investment strategy, retirement planning, risk management, and new client identification. He has extensive experience and training in identifying clients' needs and explaining solutions.
As Chair of the Investment Committee, Adam leads the investment due diligence process and portfolio
"I want to be the unreasonable advocate for my clients. I will tell it like it is, even if you don't want to hear it." ------Adam Wiles, CFP®
As a Paraplanner, AJ assists our advisors in managing client relationships and special financial planning needs, including retirement transition, education, and estate planning.
As Client Service Manager, Christie oversees the overall client service experience, including client onboarding, asset transfers, and assists with our operational process. She works closely with the Advisors and paraplanners to maintain superior service for our clients while proactively handling administrative issues that directly affect our clients' goal attainment. She graduated from the University of South Carolina Upstate with a BA in Interdisciplinary Studies. Christie worked for W.W. Grainger for seven years and has a strong customer service background.
Before joining Global View in 2007, she owned a computer education company that taught preschool children basic computer skills and allowed her to spend more time with her young son. Her franchise achieved National Top 5 Franchise status in the third year of ownership.
Christie grew up in Spartanburg, SC, but has called Greenville her home for more than 30 years. She is married to a Greenville native, and they have a son and two dogs. Christie enjoys outside activities such as working in the yard, spending time at the lake, and enjoying the outdoors.
It's nice to work for a company that truly looks out for the best interest of their clients. We strive hard to identify their needs and always put the client...
As a Paraplanner, Erin works alongside our advisors in managing client relationships and special financial planning needs, including retirement transition, education, and estate planning. Erin began working in the financial advisory business upon graduating from the University of Georgia with a BS in Financial Planning in 2015. Prior to Global View, Erin began her career at another fee-only firm. She competed in the National Financial Planning Student Challenge in 2014. Erin was awarded the United Capital Outstanding Student Award.
Erin volunteers her time with the following organizations: Greenville Chamber Young Professionals, Habitat for Humanity-Family Selection Committee, Meals on Wheels Young Professional-Council Member, Lucky Pup Rescue-Volunteer, and Junior League of Greenville Member. She was a member of Gamma Sigma Sigma (National Service Sorority) and Student Financial Planning Association during college. She also held leadership roles in both of these organizations while being a puppy raiser for the Guide Dog Foundation for the Blind.
When she is not working, Erin enjoys spending time outdoors with family, friends, watching basketball and football, and working out. Erin is a member and childcare volunteer at Grace Church Downtown. She currently resides in Greenville with her husband, son, and dogs, Linus and Lucy.
Job Titles:
- Managing Partner - Retirement Transition Specialist
"I want for every client to know they are important to me. It's about a lot more than money to me." ------Joey Hines, Jr. CFP®
Job Titles:
- Director of Practice Management
Kathleen has a long history in financial and professional services leveraging her analytical skills to optimize results for clients. Kathleen's focus is supporting the Global View team which embodies the...
Shortly thereafter he was joined by Joey Hines, Rick Simonson (now retired), and Adam Wiles. As the team specialized, Ken focused on learning the drivers of investment return and risk, causing retail investors (ordinary people) to leave nearly half of their potential returns on the table.
Job Titles:
- Financial Advisor
- CFP® - Financial Advisor
Matt is a CERTIFIED FINANCIAL PLANNER™ professional who has been in the financial advisory business since 2008. He holds a BA in Marketing and Management from the University of Cincinnati and his MBA from Clemson University. Prior to Global View, Matt began his career with Fidelity Investments.
Growing up in the southwest Ohio farming community has engrained in Matt a strong work ethic and genuine spirit that is consistently on display in both his personal and professional life. These character traits not only inform his daily life but also contributed to what he would say is one of his greatest accomplishments, working his way through college to become the first in his family to earn a college degree.
His background allows him to connect with clients through an appreciation of how much hard work goes into building their lives. He is keenly aware of the hardship and sacrifice that often comes with success and strives to honor clients' efforts by always acting in their best interest.
Matt has a unique passion for teaching others how to become better stewards over their financial lives. He believes that enabling others in this way will allow for greater freedom in leading the life they are called to live. To accomplish this goal, Matt is committed to a long-term planning relationship that is built on expertise, trust, and integrity.
As a Paraplanner, Shane works alongside our Advisors in managing client relationships and special financial planning needs, including retirement transition, education, and estate planning. He joined the Global View team upon graduating from the University of Georgia with a BS in Financial Planning in 2022 and passing the Series 65 Uniform Investment Adviser Law Exam. Prior to attending the University of Georgia, Shane spent five years in the United States Army as an Infantryman with two deployments to Afghanistan. He is currently pursuing his Certified Financial Planner designation.
While in college Shane was part of the Student Financial Planning Association and the UGA Chapter of the Student Veterans Association. During his time in the Student Veterans Association, he assisted other veterans who recently got out of service with accessing their benefits. His father spent 27 years in the Army, which was a large influence on him joining the Army after high school. Shane's father also taught him the importance of good financial stewardship. This is what led him to pursue a career in Financial Planning.
Shane grew up in Peachtree City, Georgia. He enjoys spending time watching the Georgia bulldogs, the Pittsburgh Steelers, soccer, and Formula 1 racing. When Shane is not watching sports, he is either outside with his wife and dog, working out, or spending time with friends. Shane currently lives in the Greenville area with his wife Jackie and their German Shepherd Sasha.