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/
Stephen Nelson
Systems Engineer
Management Information Services. Cyber Security & Countermeasures
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
Debra Jenkins
Risk Management
Debra L. Jenkins, Insurance Broker/Agent since 2003 specializing in business and life insurance. Prior career was in Pharmaceutical Accounting for Alco Standard out of White Plains, NY. Servicing the needs of Business Owners throughout...