About Our Team
Tom Cooper, CFP® ,
Wealth Manager / Certified Financial Planner™
239-593-9731
Serving professionals, business owners and Retirees' in pursuing their financial goals and objectives. We have developed a support team of several professionals so that our clients can have a coordinated plan if and when needed....
Walter Hester
Senior Portfolio Manager/Naples Asset Management Co LLC
http://namcoa.com/walter-m-hester-iii/
Adam Waskowski, CFA, MBA
Senior Portfolio Manager/ Naples Asset Management Co LLC
http://namcoa.com/adam-waszkowski-cfa/
Kevin Zylstra, CFP
Financial Planner/Naples Asset Management Co LLC
http://namcoa.com/kevin-l-zylstra-cfp-%e2%80%8b/
Philip M. Weisberg, C.L U.
Insurance Professional
Stephen Nelson
Systems Engineer
Management Information Services. Cyber Security & Countermeasures
Yvonne Tepsick
Health Insurance Professional
352-474-2166
Beth Davies
CPA
Taxes Untangled: Beth has 40 years of experience working with numerous types of businesses from medical, retail, education and business services. Elizabeth "Beth" Davies, CPA began her career in public accounting with the national...
Bruce Hancock
Reverse Mortgage Specialist
866-417-3032
Christoper Costa
Media Specialist
“Before 29 East, I worked for some pretty amazing media companies. As well as operating a very successful boutique digital marketing agency. Launching 29 East I have decided to focus my business on one thing. Making your brand...