Meet the Team Committed to Guiding Your Retirement Journey

Our mission is clear: to help you reach a more secure, confident retirement that reflects the biggest dreams you have for your next chapter.

Skilled Professionals. Tailored Strategies.

Our team combines financial expertise and a passion for service to deliver a personalized approach to every client. From understanding your unique goals to simplifying the complexities of financial planning, we are committed to helping you find clarity and confidence on your retirement journey.

grant (1)

C. Grant Conness

Managing Director & Co-Founder
Wealth Advisor

Grant Conness is focused on helping clients achieve their ideal retirement by providing them with both innovative and traditional retirement planning and investment management solutions.

Grant is the co-founder and managing director of Global Wealth Management, an SEC Registered Investment Adviser. He is the co-host of “The Global Wealth Show,” airing on NBC, CBS, ABC and FOX. Grant is a regular Kiplinger contributor. He has been quoted in major publications such as The Wall Street Journal.

Grant currently resides in Fort Lauderdale with his wife, Jessica, and their four children. He is a passionate sports fan and enjoys boating, surfing, paddle boarding, coaching his children’s sports teams and spending quality time with his family. He is passionate about serving the community where he was raised via Global Wealth with Purpose, where he gives back to many worthy charities and foundations throughout South Florida.

andrew (1)

Andrew M. Costa

Managing Director & Co-Founder
Wealth Advisor

Andrew Montgomery Costa has worked extensively in the field of financial services, helping retirees and pre-retirees to have greater confidence in the days ahead through sound retirement planning and investment management solutions.

Andrew is the co-founder and managing director of Global Wealth Management, an SEC Registered Investment Adviser. He has been quoted in major publications such as The Wall Street Journal. Andrew is the co-host of “The Global Wealth Show,” airing on NBC, CBS, ABC and FOX. Andrew is a regular contributor in Kiplinger.

Andrew has lived in Fort Lauderdale for over 35 years, and he and his wife, Heather, are proud parents of their two sons, Dylan and Austin. Andrew has a passion for sports, and his hobbies include spending time with family, golfing, boating and traveling. He is also passionate about giving back to the community of Fort Lauderdale, where he was born and raised.

Wealth Advisors

Our licensed financial advisors are responsible for working with new clients on the setup of new accounts and the transition of existing accounts in accordance with your advisor’s recommendations.

Amber Kelly, ChFC®, CFP®

Wealth Advisor, Director of Global Wealth Women

Richard Giannotti

Wealth Advisor, President of Sports & Entertainment Division

Tyler Morales

Wealth Advisor

Operations Team

Ivan Minkov, CPA

Chief Financial Officer

Meghan Harold

SVP Finance and Operations

John Murphy

Chief Client Officer

Katie Connor

Director of Finance

Client Service Team

Our client service team is responsible for implementing your financial strategy according to your advisor’s recommendations. They act as your guide and point of contact throughout the process, while also fulfilling any service requests.

John Thomas, CFA®

Chief Investment Officer, Wealth Manager

Dave Olsen

Vice President of Wealth Management

Kyle Kelly

Vice President of Wealth Management

Gregg Kleinman, CFP®

Vice President of Wealth Management

Charles Bosanac

Wealth Manager

Christian Avila

Wealth Manager

Michael Haupert

Client Services Administrator

Jose Reyes

Client Services Administrator

Tiffany Shrier

Client Service & Operations Director

Jessica Delareza

Client Service Manager

DeeDee Dennis

Client Service Manager

Lynn Adorno

Client Concierge

Marcella Benton

Office Administrator

Shaqia Desroches

Client Service Manager

Dakota Caton

Financial Planning / Case Management

Duron Carter

Financial Planning / Case Management

Insurance and Healthcare Solutions Team

Irma Reyes

Vice President of Healthcare Solutions

Marketing Team

Natalie Aguirre

Marketing/Event Coordinator

Lauren Jordan

Marketing Coordinator & Office Administrator

Ashley Hayes

Executive Assistant

Austin Silverstein

Marketing Manager

Debian Anderson

Office Administrator

Strategic Partners

Sterling Capital

Sterling’s objective investment guidance enables us to provide an investment platform that is transparent and unbiased, so we can provide you with clear investment choices.

Ready to Start Your Journey?

Explore how our financial services can simplify your retirement planning. Schedule a meeting today or attend one of our educational workshops to learn more about what we offer.

Or give us a call at 954-533-7144