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Team

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Arnold Garza is an Associate Director with Global View Capital Advisors. He is an Investment Advisor Representative with Global View Capital Management and Insurance Agent with Global View Capital Insurance. Arnold has been in the...

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Dina Fliss

President & Chief Investment Strategist

Ms. Fliss is directly responsible for the portfolio construction of Global View Tactical Asset Allocation Portfolios ("GTAC") & the Tactical Asset Allocation Fund, GPS model portfolios, Tactical Hard Asset, Tactical Emerging Markets,...

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Dean Fliss

President of Global View Capital Advisors & Insurance

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...

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Dave Morton

Director of Research & Portfolio Manager

Mr. Morton is directly responsible for the portfolio construction of Globalview Tactical Asset Allocation Portfolios ("GTAC") and the Tactical Asset Allocation Fund. He is also directly responsible for the portfolio construction of the...

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