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
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...
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
Debra Jenkins
Insurance Advisor