About Our Team

Tom Cooper, CFP® ,

Wealth Manager / Certified Financial Plannerâ„¢

352-857-7273

239-593-9731

tcooper@namcoa.com

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....

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Walter Hester

Senior Portfolio Manager/Naples Asset Management Co LLC

239-593-5525

whester@namcoa.com

http://namcoa.com/walter-m-hester-iii/

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Adam Waskowski, CFA, MBA

Senior Portfolio Manager/ Naples Asset Management Co LLC

239-593-5525

awaskowski@namcoa.com

http://namcoa.com/adam-waszkowski-cfa/

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Kevin Zylstra, CFP

Financial Planner/Naples Asset Management Co LLC

239-593-5525

kzylstra@namcoa.com

http://namcoa.com/kevin-l-zylstra-cfp-%e2%80%8b/

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Stephen Nelson

Systems Engineer

352-450-1281

sp.nelson@cygnetsystems.net

Management Information Services. Cyber Security & Countermeasures

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Beth Davies

CPA

352-547-8445

info@taxesuntangled.com

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...

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Bruce Hancock

Reverse Mortgage Specialist

352-633-3204

866-417-3032

bhancock@aag.com

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...
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Debra Jenkins

Risk Management

352-266-9707

djenkins@birdinssagency.com

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...

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