Global Wealth Strategies and Associates, LLC

Eitel Dannenfels is a financial advisor with Global Wealth Strategies and Associates, LLC, holding Series 65 and Series 63 credentials and five years of industry experience. Prior to joining Global Wealth Strategies, he worked at Northwestern Mutual in various capacities, including wealth management and investment services. Global Wealth Strategies and Associates provides discretionary investment management and financial planning to individuals, high-net-worth clients, foundations, retirement plans, trusts, and estates. The firm employs a top-down, macro-environmental approach to asset allocation and offers services including retirement-plan advisory, direct indexing, and integration with clients’ other advisors.

Lonnie Campbell is a financial advisor at Global Wealth Strategies and Associates, LLC with a Series 65 designation and one year of industry experience. Prior to joining Global Wealth Strategies, he worked at Desert Rivers Credit Union and Zions Bank and has experience in the mining industry with Lisbon Valley Mining Co. Global Wealth Strategies and Associates provides discretionary investment management and financial planning to individuals, foundations, retirement plans, trusts, and estates. The firm employs a top-down, macro-environmental approach to tactical asset allocation and utilizes a combination of equities, ETFs, mutual funds, and fixed income, supported by an 11-advisor team.

Adam Way is a CFP® and ChFC® with 20 years of industry experience, currently serving at Global Wealth Strategies and Associates, LLC since 2021. His prior experience includes roles at MML Investors Services and MassMutual Life Insurance Company. Outside of his advisory work, he is a board member of Rachel's Challenge and the founder of Adam Way Racing, an organization supporting mountain biking enthusiasts. Global Wealth Strategies and Associates provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individual and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and tailors growth and fixed-income strategies to clients' objectives.

Michael Silva Jr. is a CFP®-credentialed advisor with five years of industry experience, currently with Global Wealth Strategies and Associates, LLC. He has previously worked with Northwestern Mutual in various capacities and serves as a flight instructor for iFly Detroit. Outside of financial advising, he coaches students in indoor skydiving through his ownership of Lazyman LLC. Global Wealth Strategies and Associates, LLC is an 11-advisor team providing discretionary investment management and financial planning to individuals, high-net-worth clients, foundations, retirement plans, trusts, and estates. The firm employs a top-down, macro-environmental investment approach with sector rotation, using a mix of equities, ETFs, mutual funds, and fixed income, and offers integrated planning tools and coordination with clients’ other advisors.

Marc Bennett is a Series 66-licensed financial advisor with Global Wealth Strategies and Associates, LLC in Denver, CO, where he has worked since 2024. He has three years of industry experience, previously working at Equitable Advisors, LLC and holding roles outside the financial sector. Bennett coordinates a database for a land solutions company as an outside business activity. Global Wealth Strategies and Associates, LLC provides discretionary investment management and financial planning to individuals, foundations, retirement plans, trusts, and estates. The firm employs a top-down, macro-environmental investment approach and offers additional services including retirement-plan consulting, tax-related support, and Personal CFO services through an 11-advisor team.

David Holland is a financial advisor at Global Wealth Strategies and Associates, LLC in Denver, CO, with nine years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, Mass Mutual Life Insurance Company, and Great West Financial. Outside of his advisory role, Holland owns Holland Business Consulting, LLC, which provides CPA and tax preparation services. Global Wealth Strategies and Associates offers discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individual and institutional clients. The firm employs a top-down, macro-environmental approach to asset allocation and integrates tailored growth and fixed-income strategies, often coordinating with outside professionals to meet client objectives.

Terri Propp is a CFP® with 13 years of industry experience. She is currently with Global Wealth Strategies and Associates, LLC and previously worked at Colorado Wealth Group LLC and Gill Capital Partners. Global Wealth Strategies and Associates provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individual and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and constructs tailored growth and fixed-income strategies, typically implementing portfolios on a discretionary basis while coordinating with outside advisors.

Adam Herman is a financial advisor with Global Wealth Strategies and Associates, LLC in Denver, CO. He holds a Series 66 designation and has six years of industry experience. Prior to joining Global Wealth Strategies and Associates in 2021, he worked at MML Investors Services, LLC, MassMutual Life Insurance Company, Goodway Group Holdings, Inc., and Centro Media, Inc. Outside of advising, he owns Scratch Capital, LLC, a marketing services business. Global Wealth Strategies and Associates provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individual and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and constructs tailored growth and fixed-income strategies, often coordinating with outside advisors and accommodating client-specific restrictions.

Eric Jacobs is a financial advisor at Global Wealth Strategies and Associates, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at MML Investors Services, LLC and MassMutual Life Insurance Company. Jacobs serves as the vice president on the board of directors for the ALS Association Rocky Mountain Chapter. Global Wealth Strategies and Associates provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individual and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and constructs tailored growth and fixed-income strategies, often coordinating with outside advisors and accommodating client-specific trading restrictions.

Terri Hinrichs is a CFP® and ChFC® with 12 years of industry experience, currently serving as a financial advisor at Global Wealth Strategies and Associates, LLC. She has been with the firm since 2021. Outside of her advisory role, she acts as an insurance agent for various carriers and serves as a trustee to a family irrevocable trust. Global Wealth Strategies and Associates provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to a range of individual and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and offers tailored growth and fixed-income strategies, often coordinating with outside advisors and accommodating client-specific restrictions.

Kyle Brown is a financial advisor at Global Wealth Strategies and Associates, LLC in Denver, CO. He holds the Series 65 designation and has experience working at Greffex, Inc and SomaLogic, Inc prior to joining his current firm. His background also includes roles at the University of Colorado Denver and Levy Restaurants. Global Wealth Strategies and Associates provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individual and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and constructs customized growth and fixed-income strategies tailored to client objectives.