Global Business Management
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. Read More
Mara is an account manager at Global who works with clients to help simplify their lives and achieve their financial goals. She works on accounts payable, accounts receivable, payroll and correspondence. Read More
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Global Financial Advisory Services
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. Read More
Peter Garelick is a Certified Financial Planner™ professional who specializes in providing comprehensive financial guidance and support to individuals and families. Read More
Debbie works as a client relations 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. Read More
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. Read More
Global Tax & Accounting
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. Read More
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. Read More
Debbie works as a client relations 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. Read More