Broker Check

About Our Team

Tom Cooper, CFP® ,

Wealth Manager / Certified Financial Plannerâ„¢



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....

Read more

Walter Hester

Senior Portfolio Manager/Naples Asset Management Co LLC


Read more

Adam Waskowski, CFA, MBA

Senior Portfolio Manager/ Naples Asset Management Co LLC


Read more

Kevin Zylstra, CFP

Financial Planner/Naples Asset Management Co LLC


Read more

Philip M. Weisberg, C.L U.

Insurance Professional


Born in Ohio and graduated from the University of Toledo with a major in Accounting Moved to Florida in 1966. Entered the Insurance business in 1970. Obtained the Professional Designation, C.L.U. Chartered Life Underwriter, 1975...

Read more

Stephen Nelson

Systems Engineer


Management Information Services. Cyber Security & Countermeasures

Read more

Yvonne Tepsick

Health Insurance Professional



I’m Yvonne Tepsick, the founder of Tepsick Insurance, a full-service insurance agency headquartered in The Villages, FL. I am a Maryland native who, with my husband Guy, moved to Florida in 2010. Seeing the need to support people...
Read more

Beth Davies



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...

Read more

Bruce Hancock

Reverse Mortgage Specialist



My name is Bruce Hancock. I am a Viet Nam veteran, and I have been in the mortgage biz since 1984. I am married and moved from Jersey to Florida in 2009. I enjoy helping seniors, and it is my passion and my goal. Isaiah 41:10 says; I...
Read more

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...

Read more