At Global View Capital, we keep things simple. We believe that being a good advisor means building a long-lasting relationship with you – the client. We want to be there with you through life’s journey as you make the financial decisions that help you achieve your dreams and goals. We conduct a thorough review of your current financial situation and make practical recommendations for your insurance and investment needs. But, before we say anything, we listen carefully to what is important to you.
Our advisors are guided by the fiduciary principle – making decisions based upon what is in the best interest of the client. We help you design, grow and protect your personal economy.
We listen. We advise. We care.
Gerri decided to begin her financial career after managing her husband’s Chiropractic Office for 27 years and raising three kids. As a small business owner she found that many financial questions were not being answered...
Born in Wausau, and spending her entire life with the good hard working people of central Wisconsin, her core values are trust, self-reliance, responsibility and helping others. Married over 30 years she enjoys spending time with...
Megan is a newly licensed agent with Global View Capital. She is Gerri's daughter, so she has been a client for her whole adult life and has been able to see the benefits of having a financial advisor. This has made a huge...