– Our Team

- Disciplined yet flexible. Proven but innovative. Global yet personal.

"Our core values of trust and integrity provide the foundation for our wealth management philosophy. We provide an unparalleled client experience combining education with holistic wealth management strategies."
- Lou Naser, Managing Partner

Lou Naser

Managing Partner

 CA Insurance Lic# 0797779 

Mr. Lou Naser is the visionary founder and Managing Partner of Global Wealth Partners which represents the culmination of more than 30 years of experience in the wealth management and financial services industry. Mr. Naser created and actively curates the firm’s vision and mission while overseeing all key partnerships and strategic initiatives, including acquisitions, global growth, worldwide relationships, as well as private equity and venture capital investments and opportunities.

He frequently travels the globe to meet with senior executives, key principals and other stakeholders to directly and personally ascertain the strength and investment potential of companies that are being considered for investment. This is the level of dillegence that Mr. Naser believes is necessary to offer opportunities to generate reliable returns for the firm’s clients.

The core values Mr. Naser used to start Global Wealth Partners, and which he continues to use to select and develop his team, are integrity, trust, honesty and a value-driven client experience. These values infuse every element of GWP, from its facilities to its team members; from its strategies to its professional network; and from its experience to its performance.

Long before the professional financial scene was awash in talk of “fiduciary duties” Mr. Naser founded his professional practice on the belief that “we must put our clients’ needs first.” This approach leads him to construct his clients’ portfolios with their protection as the highest priority. By prioritizing risk reduction/management ahead of returns. He frequently asks that GWP’s clients judge the firm’s performance on its management of their tax exposure (particularly during down-markets) rather than the top-line return on investment of its placements. This approach is the foundation of Global Wealth Partners.

His personal and organizational beliefs led Mr. Naser and his wife, Mrs. Nina Naser, to establish The Nina Naser Foundation. This international foundation seeks to provide essential resources for children around the world. Mr. Naser resides in Las Vegas, NV, with his wife, Nina, and his two youngest children, Alya and Luke. In his free time, he enjoys cooking, time with his family (including his oldest son, Anthony, who lives in Miami, FL) and being on the water, hosting friends, family, events and travel excursions on his small, private fleet of luxury watercraft.

Check the background of this investment professional on FINRA’s BrokerCheck.

Brian King, CFP®

Partner

 CA Insurance Lic# 0C50033 

Brian joins Global Wealth Partners Inc® as a Founding Partner to continue his role as a CFP® with enhanced capability and flexibility. His 17 year financial planning practice has the emphasis of wealth preservation for affluent investors and structured income planning for those approaching or currently enjoying retirement. One of Brian’s principal roles throughout his career has involved financial education in the corporate work place. He continues his “education first” style with individual clients to cultivate an environment of transparency and trust that carries through planning relationship.

Brian lives in Pleasanton with his wife Sara and sons Brendan and Cameron. He is a vintage racing enthusiast and most commonly can be found on the sidelines or stands of a sports park with Sara cheering for their boys in their competitive athletics.

Check the background of this investment professional on FINRA’s BrokerCheck.

Joseph H. Langlois III, CFP®

Partner

CA Insurance Lic# 0C964958 

Joseph H. Langlois III is a founding Partner of Global Wealth Partners, Inc®. Joey brings 14 years of experience as a Financial Planner, having most recently worked with Wealth Strategies Group in both San Diego and the Bay Area. Joey built his financial planning practice by educating his clients on strategies to help mitigate income and estate taxes while potentially maximizing retirement benefits. He strives to help his clients accumulate the assets necessary to reach retirement, and he teaches them the importance of proper income distribution as they seek to enjoy a comfortable lifestyle when retired.

Philanthropy, having always been a passion of Joey’s, has led him to specialize in charitable planning; Joey is an integral member of the group that created the donor advised fund at San Diego State University.

Joey lives with his wife, Jen, and their children, Joseph H. Langlois IV, Jakson Langlois, and Kennedy Langlois in the 4s Ranch area of San Diego. In his free time, he enjoys visiting with family and friends, football, golf, cooking and tasting fine wines.

Check the background of this investment professional on FINRA’s BrokerCheck.

Colin Mansfield

Partner - Chief Financial Officer

Colin Mansfield has been an Investment Advisor Representative since 2002. He began his career with the Financial Planning Division of MetLife in San Diego, CA and later moved to Wealth Strategies Group in San Jose, CA to take on a role of Director of Sales. He is experienced in all aspects of Financial Planning, such as Wealth Management, Tax Planning, Retirement Planning and Estate Planning.

His principles are simple; he aims to prepare and educate his clients so that they have the fortitude to make smart, sound or prudent decisions that will help them to achieve their goals and financial independence.

Colin was born and raised in San Jose where he now lives with his wife Julie, and children Mason, Colin Jr. (CJ), and Jaxon. He is an active alumni of Sigma Chi Fraternity. In Colin’s free time he enjoys coaching Mason’s Pony Baseball team, wine tasting and being outdoors.

Tony Nijmeh

Partner

CA Insurance Lic# 0753710 

Tony Nijmeh is a founding Partner of the Global Wealth Partners, Inc ®. Tony began his career as a Financial Planner with the Wealth Strategies Group in 1995 serving business owners and professionals in the San Francisco Bay Area. Tony engages in comprehensive financial planning with a strong focus on tax strategies designed to reduce both the income and estate taxes that his clients may be exposed to. He also specializes in Retirement planning strategies to help his clients attain financial independence at Retirement.

One of Tony’s passions is Humanitarian Aid. He spends his free time working with people around the world, in countries such as, Africa, India, Mexico, and Middle East, helping children, women, that are at risk of abuse and trafficking.

Tony lives in San Jose with his wife, Viviana, and two daughters, Nicole and Natalya. He enjoys classic rock music, and travel.

Check the background of this investment professional on FINRA’s BrokerCheck.

Jason Connolly, CFP®

Partner

CA Insurance Lic# 0E16674 

Jason Connolly, CFP® is a founding Partner of Global Wealth Partners, Inc. and a Certified Financial Planner™ Professional. Jason provides comprehensive advice to his clients and helps them to achieve their goals.

Prior to Global Wealth Partners, Inc., Jason worked as a financial planner with the Wealth Strategies Group. He also served as a fundamental speaker for their corporate educational workshop platform.

In his free time, Jason enjoys music, long distance running, and dining around the Bay Area. He lives in the East Bay with his wife, Christina, and their Old English Sheepdog, Keiko.

Check the background of this investment professional on FINRA’s BrokerCheck.

Darren Speight

Partner

CA Insurance Lic# 0F69011 

Darren Speight is a founding partner of Global Wealth Partners, Inc.
Originally from the U.K., he brings to his practice over 16 years of experience in financial planning and wealth management. Darren’s core focus is to deliver strategic income planning, along with global diversification of asset management. He enjoys working with his broad range of clients from the entrepreneur, to the senior executive, and to those currently enjoying retirement.

Darren has a keen interest in martial arts and achieved black belt status in World Ju-Jitsu. He pursued further coaching awards and went on to head the school at which he studied. He lives in the San Francisco Bay Area with his wife and two children.

Check the background of this investment professional on FINRA’s BrokerCheck.

Nina Naser

Partner

Nina Naser is a Partner at Global Wealth Partners. In her primary role as a liaison to the local community, Mrs. Naser facilitates relationships for the firm and curates a unique and extraordinary experience for each of GWP’s clients.

She possesses more than 17 years in the banking industry, most recently working as a Senior Vice-President of Wells Fargo Private Client Services, where she managed relationships with the bank’s most prestigious ultra-high net worth clients and family foundations. Mrs. Naser left this exceptionally lucrative practice to focus on her family and now leverages her knowledge and experience with a portfolio of exclusive relationships with providers of sophisticated services and products, on behalf of GWP, to meet the most unique client needs with unprecedented quality and attention to detail.

Mrs. Naser traditionally accompanies Mr. Naser on all business travel to assist with GWP’s comprehensive, in-person approach to vetting. Her insight from this work is critical to the firm’s decisions on both whether to take on a new client and how to advise them most effectively. Mrs. Naser is prepared to assume Mr. Naser’s duties in management and leadership of the firm and maintains her proximity to GWP operations should it ever become necessary, to ensure continuity for all of GWP’s clients.

Mrs. Naser commits her free time to multiple philanthropic and charitable endeavors, within the local community and beyond. She also enjoys traveling, is an avid reader and values spending time with her family and friends.

Dr. Joseph Ellis, CFP®, DPM

Senior Managing Director

Dr. Joseph Ellis is a nationally recognized author and formerly Board Certified sports medicine podiatric physician whose interest in people and their long term well-being led him to pursue a second career in financial planning.

A registered investment advisor, licensed real estate broker, and member of the Financial Planning Association, Dr. Ellis develops plans in the areas of wealth accumulation, executive benefits, retirement strategies, and estate planning. He specializes in personalized financial roadmaps that seek to help clients reach their long-term life goals.

Dr. Ellis holds licenses in Property and Casualty Insurance as well as Life, Health and Disability Insurance, and has earned his Series 7 and 66 registrations for FINRA and SEC.

An accomplished writer, Dr. Ellis co-authored the definitive book on injury-free running as well as dozens of articles—both on finance and health—for GQMen’s FitnesseHow.comLivestrong.org, and Prevention magazine. He served on the Science Advisory Board for Runners’ World Magazine.

Dr. Ellis resides in La Jolla and enjoys golf, fitness activities, and volunteering for the Leukemia/Lymphoma Society.

Dorian Grady, MBA.

Vice President of Client Relations

Dorian brings a decade worth of industry experience to the team. Prior to joining Global Wealth Partners Inc. he served as an advisor for reputable firms such Merrill Lynch and Edward Jones.

Dorian originally hails from Missouri where he attended and received his undergraduate degree from the University of Missouri-Columbia (Mizzou).

Shorty after, he relocated to Chicago where he has spent the last 8 years working in the financial services industry while obtaining his MBA (with honors) from DePaul University.

Outside of work, Dorian is an active alumni member of Phi Beta Sigma Fraternity Inc. where he is a mentor for his chapter’s youth auxiliary group. He is also an avid hockey fan who regularly plays in adult leagues.

Maxwell Keltner, CFP®

Vice President of Financial Planning

Maxwell Keltner brings to Global Wealth Partners Inc.® over 16 years of experience in the financial services industry. Max came to Global Wealth Partners Inc. after spending 9 years at the Wealth Strategies Group. While at the Wealth Strategies Group, Max was the head of the Financial Planning Department, and was responsible for the creation of financial plans and integrating advanced financial planning techniques into software platforms. He often served on advisory panels leading to higher quality planning firm wide. As the Vice President of Financial Planning for Global Wealth Partners Inc.®, Max will continue his responsibility for developing financial plans and will oversee the creation of financial plans for our San Diego office location.

Max was born and raised in San Diego, where he currently resides with his wife, Allison and sons, Mason and Hunter. In his free time, Max enjoys watching his sons grow up, spending time with family and friends, watching football, seeing movies and barbecuing.

Anthony Naser, MS.

Managing Director of Private Equity

Anthony Naser is the Managing Director of Private Equity at Global Wealth Partners, Inc.

Anthony’s responsibilities include researching and orchestrating the due diligence for our private equity sleeve. He sits on our investment committee board for, which he provides input relating to specific investments and overall investment strategies. Anthony closely tracks the opinions of several major economists, including his annual meetings with Alan Greenspan, former chairman of the U.S. Federal Reserve.

Mr. Naser also acquires and manages very select client relationships.

Anthony’s financial experience has spanned most of his life as he has learned from his father, GWP’s own managing director as well as many of the top professionals in the industry.

He received his B.S. degree in Economics from the University of Miami (FL). He went on to obtain his Masters of Science in Business Management, with distinction, from the prestigious DePaul University in Chicago.

Anthony is a former Division I football player at the University of Miami (FL). His hobbies include continuous travel while immersing himself in the cultures of over 20 countries. He enjoys coaching his younger brother’s sports teams as well as participating in recreational sports himself, and discovering new foods and restaurants.

Kayla Daniel

Vice President of Client Relations

Kayla Daniel is a Vice President of Client Relations for Global Wealth Partners, Inc.® Her focus is on exploring new opportunities and supporting existing client relationships. Her exposure from her travels to over 30 countries gives her the ability to easily connect with diverse clientele and contribute to the firm’s global mindset.

Kayla has always had a strong passion for financial services. She graduated Magna Cum Laude in International Finance and Marketing from the University of Miami’s School of Business, and is currently in the process of obtaining her graduate degree. Prior to joining Global Wealth Partners Inc., she worked for a team of financial advisors at JP Morgan Securities.

Kayla devotes much of her time to empower students facing adversity with enrichment services for academic success; her reach extends to low-income elementary, high school students and University student-athletes. Kayla loves sports, spending time with her family, trying new food and participating in adventurous activities.

Mousa Naser

Vice President of Client Relations

Mousa Naser is a Vice President of Client Relations for Global Wealth Partners, Inc.®

His contact and interaction with different cultures throughout his life in the middle east and the United States gives him the ability to relate with our firm’s diverse clientele and easily integrates with our philosophy.

Mousa has been engaged in the business world for the most part of his adult life as he studied business administration at the American University of Beirut (AUB) which is one of the most prestigious universities in the middle east. As well as, interning at several firms in the United States and in Lebanon. He is also in the process of pursuing his graduate degree to further enrich his academic knowledge and contribute to GWP client experience.

Mousa was a very talented youth soccer player where his passion to the game never ended – making time to watch his favorite teams play or attend a match. He also went on to coach several youth teams during his time in college. He devotes time outside of work playing and watching different sports. He also loves to discover new cultures and food through his diverse travel.

Allison Keltner

Vice President of Client Relations

Allison Keltner oversees business processing and administration at Global Wealth Partners, Inc.®

She has worked for more than 10 years in the financial services industry as a highly respected and valued team member. Her organizational skills and knowledge of processes and procedures makes her an invaluable asset to Global Wealth Partners, Inc.® and our clients.

Allison resides in Bay Park with her husband Max and their two sons, Mason and Hunter.  She loves to cook and is an incredible baker.  In her free time, Allison enjoys volunteering at her son’s school and spending time with family and friends.

Tarek Tabari, MS.

Vice President of Client Relations

Tarek Tabari is a Vice President of Client Relations for Global Wealth Partners, Inc.®

Born in Amman, Jordan and raised in Dubai, U.A.E, Tarek moved to the United States in 2014 to pursue his undergraduate degree.Tarek has been immersed in the business and financial world for the majority of his life. He completed his B.S. in Economics with a minor in Finance at American University (AU) in Washington D.C. and obtained a M.S. in Technology Management at Columbia University (CU) in New York. In addition to his educational experiences, Tarek was selected to several prestigious internships that have shaped him into the person he is today. These included an acquisition analyst for a real estate private equity fund in New York, an assistant in microeconomics at the American University, a private equity analyst for a firm in New York, and an assistant site manager for an engineering and construction firm in Dubai. He has also been actively involved in a family office investment deployment in the U.A.E.

By leveraging his educational background and work experience, Tarek one day aspires to build and manage a widely diversified portfolio on a global scale. His motivation stems from his passion for knowledge growth and innovation, as well as the power of bringing together investors, startups, and established corporations. He hopes that his aspirations will, in turn, boost untapped opportunities in real estate, oil and gas, CRMs, AI-based accounting systems, and other tech-savvy business efficiency-oriented technologies.

His exposure to and interactions with different cultures during his time in the United States and Middle East brings forward a diverse perspective and both the ability to relate with the firm’s client base as well as integrate with our philosophy and strategy.

Tarek devotes his free time to his love of sports which include soccer, tennis, basketball, and volleyball. He also enjoys travelling and exploring culinary arts through his unique cultural lens.

Email Tarek Tabari

1-619-320-4146