President, Chief Executive Officer and Wealth Manager
Stacey is the President, Chief Executive Officer and Founder of GWM. Stacey has more than a decade of experience as a financial planner working with clients to help them understand how all of the components of their finances work together.
Chief Investment Officer and Wealth Manager
Regina is Globe Wealth Management's Chief Investment Officer, and a CFP®. Regina works on the asset management side of GWM researching and recommending the specific investments that we utilize for our clients.
Client Relationship Manager
Kyle works with clients to inform them on what is happening with their accounts, asset management and compliance. Kyle's background in accounting helps him assist clients regarding the taxation of certain investments for our clients.
Director of Marketing and Business Development
Richard assists the team in providing exceptional client service. Richard prepares, processes and completes investment paperwork and manages the on-boarding process developed for all new accounts.