Global Trust

Timothy Schmedes is a CFP® and Series 65 licensed advisor with six years of industry experience. He currently works at Global Trust and is a manager and part-owner of Schmedes McAllister, PLLC, a CPA firm. Outside of financial advising, he holds ownership and management roles in several private companies, including a lodging billing company and a material holdings vehicle. Global Trust is a fee-only advisory team serving individuals, trusts, corporations, and employer retirement plans. The firm emphasizes individualized portfolios through written investment policies, focusing on asset allocation, diversification, and low-cost mutual funds and ETFs, while also employing options strategies and a beta-plus portable-alpha framework in select accounts.

Wei Pan is an advisor with Global Trust, holding a Series 65 designation and currently gaining industry experience. He has worked with Nowlen, Holt & Miner, P.A. for 13 years and is a partner at Brescia McCluskey, LLC, a certified public accounting firm. Global Trust provides fee-only investment management along with tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans. The firm emphasizes individualized portfolios, asset allocation, diversification, and uses low-cost mutual funds and ETFs, with specialized strategies including options and a beta-plus portable-alpha framework for select accounts.

Brian Brescia is a CFP® with 19 years of industry experience, currently serving as a tax partner at Brescia McCluskey, LLC, an accounting firm. He has worked at Global Trust Asset Management, LLC since 2007 and previously at Nowlen, Holt, & Miner, P.A. Since 2024, he has balanced his accounting role alongside his advisory work. Global Trust is a team of eight advisors providing fee-only investment management along with tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans. The firm emphasizes asset allocation, diversification, and low-cost mutual funds and ETFs, and utilizes documented option strategies and a beta-plus portable-alpha framework in select accounts.

Frank Ashley III is a PFS™ credentialed financial advisor with 19 years of industry experience. He has been with Global Trust Asset Management since 2017 and also serves as vice president of Ashley & Ashley CPA's PA, an accounting firm where he contributes on a limited basis. Global Trust is a fee-only investment management firm that serves individuals, trusts, corporations, and employer retirement plans. The firm focuses on asset allocation, diversification, and low-cost mutual funds and ETFs, and employs documented options strategies within separately managed accounts.

Patricia Ashley is a Series 65 licensed advisor with 28 years of industry experience, currently serving at Global Trust. Her prior work includes roles at Ashley Financial Services, P.A., Ashley & Ashley CPA's PA, and the Law Office of P. Jill Ashley, P.A. She is also the president of Banana Lake Communications, Inc., a professional writing and business consulting firm. Global Trust is a fee-only investment management firm that provides tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans. The firm personalizes portfolios using written Investment Policy Statements and emphasizes asset allocation, diversification, and the use of low-cost mutual funds and ETFs.

Steven Marcus is a Series 65-licensed advisor at Global Trust with 24 years of industry experience. He has worked at Global Trust Asset Management since 2016 and previously spent 16 years at Financial Security Services. Global Trust is a fee-only investment management firm that provides tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans, including defined contribution plans and a VEBA. The firm emphasizes asset allocation, diversification, and low-cost investment vehicles, and it employs documented options strategies and a beta-plus portable-alpha framework in select managed accounts.

Neil Matlins is a Series 65 licensed advisor with 14 years of industry experience. He has worked at Global Trust since 2025 and previously founded and led Matlins Financial Consulting, Inc. for over four decades. Global Trust provides fee-only investment management alongside tax, estate, and retirement planning services for individuals, trusts, corporations, and employer retirement plans. The firm uses individualized Investment Policy Statements and emphasizes asset allocation, diversification, and low-cost mutual funds and ETFs, with specialized strategies including exchange-traded options within separately managed accounts.

Jay Marmer is a ChFC® credentialed financial advisor with 24 years of industry experience. He has worked at Global Trust Asset Management, LLC since 2016 and previously spent 16 years with Financial Security Services, LLC. Global Trust provides fee-only investment management along with tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans, including defined contribution plans and a VEBA. The firm emphasizes individualized portfolios through written Investment Policy Statements, asset allocation, diversification, and low-cost mutual funds and ETFs, with a focus on higher-quality fixed income and specialized separately managed accounts using exchange-traded options and covered-call strategies.