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

239-593-5525

whester@namcoa.com

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

Adam Waskowski, CFA, MBA

Senior Portfolio Manager/ Naples Asset Management Co LLC

239-593-5525

awaskowski@namcoa.com

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

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/

Philip M. Weisberg, C.L U.

Insurance Professional

954-850-9598

philweisbergclu@gmail.com

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

352-450-1281

sp.nelson@cygnetsystems.net

Management Information Services. Cyber Security & Countermeasures

Yvonne Tepsick

Health Insurance Professional

202-439-2530

352-474-2166

yvonne@tepsickinsurance.com

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...

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...

Christoper Costa

Media Specialist

317-389-0458

29eastmedia@gmail.com

“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...

Taxes Untangled Davies

CPA

352-547-8445

info@taxesuntangled.com

Taxes Untangled Beth 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...