Meet the Team Committed To Your Retirement Goals

Our mission is clear: to help people create confident and worry-free plans that simplify and protect their retirements.

Skilled Professionals. Tailored Strategies.

Our team combines financial experience 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.

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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 “Retire Now South Florida,” 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.

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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 “Retire Now South Florida,” 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.

Retire Now South Florida, Kiplinger, and Wall Street Journal appearances are paid placements.

Executive Team

Ivan Minkov, CPA

Chief Executive Officer

Jose Jesurum, CPA

Chief Financial Officer

John Thomas, CFA®

Chief Investment Officer, Wealth Manager

John Murphy

Chief Client Officer, Wealth Advisor

Tiffany Shrier

Client Service & Operations Director

Meghan Harold

SVP Finance and Operations

Wealth Advisors

Amber Kelly, ChFC®, CFP®

Director of Global Wealth Women, Wealth Advisor

Tyler Morales

Wealth Advisor

Kurt Stahl, CFP®

Wealth Advisor

Charles Bosanac

Wealth Advisor

Christian Avila

Wealth Advisor

Wealth Managers

Kyle Kelly

Vice President of Wealth Management

Gregg Kleinman, CFP®

Vice President of Wealth Management

Dave Olsen

Vice President of Wealth Management

Client Services

DeeDee Dennis

Client Service Manager

Shaqia Desroches

Client Service Manager

Jessica Keedi

Client Service Coordinator

Thalie Sigaraille

Client Service Coordinator

Duron Carter

Financial Planning / Case Management

Irma Reyes

Vice President of Healthcare Solutions

Christopher Bell

Client Services Advisor

Michael Haupert

Client Services Administrator

Dakota Caton

Financial Planning / Case Management

Lynn Anderson

Client Concierge

Client Success Team

Natalie Aguirre

Marketing/Event Coordinator

Lauren Jordan

Marketing Coordinator & Office Administrator

Austin Silverstein

Marketing Manager

Gigi Marcella Benton

Office Administrator

Debian Anderson

Office Administrator & Client Service Associate

Ashley Hayes

Executive Assistant

Katie Bariso

Director of Finance

Talia Marcus

Administrative Assistant

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 informational workshops to learn more about what we offer.

Or give us a call at 954-533-7144