+1 262-650-1030   N14 W23833 Stone Ridge Dr. #350 Waukesha, WI 53188

Our Advisors want to
make a difference.,build trust.,impact lives.

About Us

Founded by a group of passionate independent investment professionals committed to objectivity and a fiduciary standard of care, Global View Capital Advisors believes in making a difference in the lives of others through financial education.  

Global View Capital is a diversified financial services firm with businesses in investment advisory, insurance, financial planning, business development, and global asset management. 

With an innovative business model dedicated to meeting the demands of a modern financial industry, we offer a personalized approach to uncovering financial solutions tailored to our client’s needs.

A Passionate Focus, A Global View

At Global View Capital, our firm aligns toward one single passionate focus: to help our clients achieve their financial dreams and goals.

We are committed to independent, objective and conflict-free advice so that we may earn the role as trusted advisor.

To remain objective in an industry that has been dominated by conflicts of interest requires a different business model. By leveraging technology we can increase advisor and client intimacy that complement the traditional face-to-face interactions, providing advice when, where, and how you want it. By delivering a better framework for wealth management in one ecosystem, the client/advisor relations remain paramount and naturally evolve to a fiduciary standard of care.

We believe that success is earned each day at a time by how we treat our clients, our advisors, our employees, our business partner teams and serve our communities.

Our core values of teamwork, independence, excellence, integrity, trust and respect are the bedrock foundation that allow us to provide you a wealth management plan that supports your lifelong goals and dreams.

Meet the Team

Dina Fliss

PRESIDENT & CHIEF INVESTMENT STRATEGIST

Mrs. Fliss is the Founder and President for Global View Capital Management, a SEC Registered Investment Advisory firm…Read More

Dean Fliss

PRESIDENT GLOBAL VIEW CAPITAL ADVISORS

As one of the finest mentors and coaches on business building, Dean has been instrumental in developing leaders and advisors into… Read More

Barry Arnold

CHIEF INVESTMENT OFFICER

Mr. Arnold is our Chief Investment Officer and directly responsible for the portfolio construction and monitoring…Read More

David Morton

PORTFOLIO MANAGER

Mr. Morton is directly responsible for the portfolio construction of Global View Tactical Asset Allocation Portfolios (“GTAC”). He is also…Read More

Debra Selle

CHIEF OPERATIONS MANAGER

Debra has been in the financial industry for over 40 years and is an integral person of our day-to-day operations…Read More

Jeff Butler

BRANCH MANAGER

Jeff Butler serves as Supervisory Principal/Branch Manager for Global View Capital since January 2018. Jeff’s primary responsibilities… Read More

Aaron Larson

COMPLIANCE OFFICER

Aaron has served in the Compliance Department since September of 2018. He ensures the reps of GVCM…Read More

Stephan Weidman

COMMISSIONS & ON-BOARDING MANAGER

Stephan Weidman serves as Commissions Manager and On Boarding. As Commissions Manager, his major responsibility is to…Read More

Robert Kincade

IT DIRECTOR

Robert Kincade has been the IT Manager at Global View Capital since January of 2016. He is responsible for all…Read More

Michael Tilley

ACCOUNTING

Mike is a Licensed Certified Public Accountant and acts as the bookkeeper and tax preparer for the Global View…Read More

Chaz Carney

MARKETING DIRECTOR

Chaz joined the team in 2022 as Global View Capital’s Marketing Director…Read More

Gina Hessel

MARKETING VISIONARY

Gina has been a part of the Global view family since 2017… Read More

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