Dina Fliss

President & Chief Investment Strategist

dina@gvcaponline.com

Mrs. Fliss is the Founder and President for Global View Capital Management, a SEC Registered Investment Advisory firm headquartered in Waukesha, WI.

She is responsible for a series of Global Tactical strategies and portfolios offered on multiple platforms across both the U.S. & Canada. Prior to starting her own firm in 2010, Ms. Fliss was Executive Director for Investment Advisors International, an RIA firm within the AEGON Group, a global fortune 100 company. She was responsible for vetting out money managers that specialized in active management, trained and developed over 1,000 IARs on how to offer them to their clients and built out a UMA platform that eventually merged into Transamerica.

She studied math and physics at the University of Wisconsin and stays connected to her vast network of like-minded innovators that have a passion to disrupt the existing financial system. She serves in Washington D.C. for the Concord Coalition, a bipartisan group advocating for fiscal responsibility.

For fun she spends her time teaching and training her next generation kids, grandkids, friends and neighbors how to water ski and just have fun on Lac la Belle, the lake she and her husband live by.

Dean Fliss

Co-Chairman Global View Capital

dean@gvcaponline.com

As one of the finest mentors and coaches on business building, Dean has been instrumental in developing leaders and advisors into high performance entrepreneurs for over 30 years. His business development systems have been used by thousands of financial service professionals all over North America and earned him senior executive status within a global Fortune 100 company.

Dean is the founder and President of Global View Capital Advisors, a company dedicated to meeting the demands of a modern financial industry aimed at requiring a fiduciary standard of care during one of the most tectonic shifts in global finance. He has a passion to develop the next generation of business owners and founded the firm to provide the resources necessary to empower entrepreneurial-minded professionals to lead the future. His vision and leadership has built one of the most innovative business models in the industry.

Jack Peters

President Global View Capital Advisors

jpeters@gvcaponline.com

A veteran of the Financial Services Industry, Jack brings a wealth of knowledge and experience to Global View. Most recently, he’s been partner at both a national Registered Investment Advisory firm, and a mutual fund family.

Over the years, he has been involved in nearly every aspect of the financial services business. Jack began his career as an advisor. Since then, he’s been an advisor to advisors within the various communities of the industry ranging from independents to national banks to New York wirehouse firms. In 2012, Jack became an independent advisor once again. He was able to put processes and systems together to scale his practice. After successfully doing so, he was able to take that knowledge to other advisors to help them do the same.

Jack is a graduate of the Marquette University School of Business. Jack formerly has served on the Board of the Cincinnati Estate Planning Council, and President of NAIFA Cincinnati. Currently, Jack serves on the Board of Directors of National Association of Active Investment Managers.

Jack and his wife, are residents of Loveland, OH where they’ve raised their three children.

Barry Arnold

Chief Investment Officer

barnold@gvcaponline.com

Mr. Arnold is our Chief Investment Officer and directly responsible for the portfolio construction and monitoring of Global View Tactical Allocation Portfolios (GTAC), as well as research and due diligence on any third-party money managers, signal providers, mutual funds and exchange-traded funds (ETFs) that GVCM may offer on the investment platform.

Mr. Arnold spent 30 years on the buy-side as portfolio manager for a large-cap, value-oriented money manager for individual and institutional clients. Duties included asset allocation, stock selection and daily portfolio monitoring. His investment skills include fundamental, technical and behavioral analysis. Mr. Arnold currently serves on the Board of Directors of the Sims Total Return Fund as an outside director. He is a graduate of the University of Wisconsin-Whitewater (Class of ’87) with a BBA in finance & accounting.

David Morton

Portfolio Manager

dmorton@gvcaponline.com

Mr. Morton is directly responsible for the portfolio construction of Global View Tactical Asset Allocation Portfolios (“GTAC”). He is also directly responsible for the portfolio construction of the Tactical Hard Assets, Tactical Emerging Markets, and Global Macro Strategies, sub-advised through Flexible Plan Investments. He is the Founder and Editor of AdvisorGuide, a quantitative research firm delivering clear, specific, objective and timely guidance since 1999. Mr. Morton served from 2006-2011 as Chief Research Officer and Co-Chief Investment Officer of Foxhall Capital Management, Inc., an SEC-registered firm delivering tactically managed strategies and portfolios for separately managed accounts, variable contracts and the Transamerica Series Trust.

He is a graduate of the University of Florida and a longtime member of the National Association for Active Investment managers (NAAIM) where he served on the Board. Mr. Morton is a member of the Market Technicians Association (MTA) and the Financial Planning Association (FPA).

Debra Selle

Chief Operations Officer

dselle@gvcaponline.com

Debra has been in the financial industry for over 40 years and is an integral person of our day-to-day operations coordinating and streamlining for efficiency.

After 20 years in the banking industry, she transitioned to the investment industry as an Independent Contractor servicing both individual and business clients with retirement planning. Debra has managed our office operations since 1998 and has been our Chief Operations Officer since 2014. She also assists the Compliance Department with completing the due diligence and registration of our Investment Adviser Representatives with the SEC.

Away from the office, she serves on various committees in the community is which she resides. She enjoys health fitness, being outdoors, the theater and most of all spending time with family and friends.

Jeff Butler

Branch Manager

flissteam@gvcaponline.com

Jeff Butler serves as Supervisory Principal/Branch Manager for Global View Capital since January 2018. Jeff’s primary responsibilities include trade supervision, client data retention and monitoring branch compliance. Jeff holds a Certified Fund Specialist designation.

Jeff has three children who are all active in football, basketball, baseball, wrestling, volleyball and motocross. In their limited free time they enjoy golf, wakeboarding, hunting, fishing, and traveling.

Robert Kincade

IT Manager

rkincade@gvcaponline.com

Robert Kincade has been the IT Manager at Global View Capital since January of 2016. He is responsible for all technology issues at the Home Office as well as providing support to approximately 150 independent contractors across the US. Rob originally graduated from the University of Wisconsin – Madison in December of 1992 with Bachelor Degrees in Political Science as well as Soviet and East European Studies. He can still remember SOME Russian and German.

Rob lived in Florida for 14 years working for Bank of America as a mortgage lender and Fraud Underwriter/Investigator. After returning to Wisconsin, Rob went back to school and attended Waukesha County Technical College. He earned his Associate of Science degree in the Network Specialist program in December of 2015. Rob was awarded the Outstanding Network Specialist Student as well as being listed in the Who’s Who of American College Students for December 2015.

Rob was hired by Global View Capital immediately after graduation in December of 2015 and has been there ever since.

Rob is married with two dogs and two cats.

Karla Iseler

Compliance Analyst

compliance@gvcaponline.com

Karla “with a k” Iseler joined Global View Capital in April 2024 as our Compliance Analyst. Karla has been in the financial field for over 20 years in various roles of operations, information technology, vendor/contract management, and compliance.

Her background is in higher education and she obtained her MA degree from Ball State University in Muncie Indiana and her undergraduate degree from Central Michigan University in Mt. Pleasant, Michigan.

In her spare time, you can find Karla camping at one of Wisconsin’s states parks; sleeping her hammock with her two rescue cats. She has camped at least one night a month for over 100+ months.

Stephan Weidman

Commissions Manager & On-Boarding

sweidman@gvcaponline.com

Stephan Weidman serves as Commissions Manager and On Boarding. As Commissions Manager, his major responsibility is to gather commission information from all of our provider companies and prepare the weekly commissions pay cycle. Steve also interacts with our Branch Managers to answer any commission questions or concerns from the field. He has been in the industry since 1989.

His on-boarding responsibilities include checking for complete forms, new registrants of Global View Capital Insurance, as well as granting access to our workflow and commissioning system.

Steve has been married to his wife Jean for over 20 yrs. He has volunteered at his church and with the Boy Scouts for over 20 yrs. Steve is the proud father of an Eagle Scout which his son attained in 2015. He enjoys bowling, golf, hiking, classic rock, and jazz.

Chaz Carney

Marketing Director

marketing@gvcaponline.com

Chaz joined Global View Capital in February 2022 as the Marketing Director. In this role, he collaborates closely with the presidents of GVCA and GVCM to effectively communicate GVC’s brand identity while overseeing all creative projects for internal teams and clients.

With a diverse background in telecommunications, branding, and audio/visual production, Chaz brings a wealth of experience to the team. He has worked with prominent companies such as Time Warner Cable, Coca-Cola, and Verizon. Chaz then shifted focus to his creative passions, conceptualizing and directing commercials, music videos, and short films across the U.S. After a brief stint in Atlanta, GA, he returned to Wisconsin and worked with Apple, while also freelancing as a graphic and digital designer before joining Global View.

Outside of work, Chaz enjoys making and listening to music, traveling, watching movies, and spending time with loved ones.

Jonathan Riesch

Investment Adviser Representative

jriesch@gvcaponline.com

Jonathan Riesch is the junior advisor and service specialist working with Dina Fliss’ clients, as well as building a client base of his own. He brings a solid service background from Fidelity Investments where he worked with High-Net-Worth individuals and small business owners on the retirements team. He also has experience working with teachers on planning for retirement and establishing 403(b) retirement plans.

Mission Statement:
His personal mission is to help middle class families achieve financial freedom, helping alleviate their financial worries through solid financial planning and sound investing. This will allow individuals to focus on the things in their life that are truly important.
He intends to accomplish this with a candid and caring approach to financial planning and a great product offering, and sees an opportunity to bring investment strategies, typically only available to high-net-worth investors, to the middle class.

He studied economics and finance at Whitewater, graduating magna-cum laude and has worked in finance since graduating.

For fun he spends his time with his growing family, hunting, fishing, ice fishing, and camping.

Gina Hessel

Marketing Visionary

ghessel@gvcaponline.com

Gina has been a part of the Global view family since 2017. She primarily works alongside her husband, David, and together they’re growing their financial planning practice with Global View Capital Advisors.

Her professional background is in marketing and website design, and she has been consulting with the firm since 2021.

She’s a Disney fanatic, Vegan & Environmentalist. She and her husband enjoy exploring nature, traveling and watching thriller movies.