Skip to content
(239) 422-5395
Home
About
Why Choose Us
Meet the Team
Firm History
What Is Financial Planning
Services
Wealth Management
Financial Planning
LLC for Investing
Retirement Planning
401(k) Plans for Business
Tax Planning
Insurance Solutions
Estate Planning
Insights
Contact
Client Login
Let’s talk
Home
About
Why Choose Us
Meet the Team
Firm History
What Is Financial Planning
Services
Wealth Management
Financial Planning
LLC for Investing
Retirement Planning
401(k) Plans for Business
Tax Planning
Insurance Solutions
Estate Planning
Insights
Contact
Client Login
Let’s talk
Meet the Team
pinup azerbaycan
mostbet casino
мостбет казино
mostbet
pin up uz
mostbets casino
mostbet kz
mostbet
1 win
mostbet uz online
1 win
mostbet
mostbet kz
Meet the Naples Team
Christopher Berté
CFP
®
Managing Director
Jason Kohut
Managing Director
Meet the Whole Team
Eugene Yashin
MBA, CFA
®
Partner, Chief Executive Officer, Chief Investment Officer
Matthew Etter
CFP
®
Partner, President
Steve Tuttle
MBA
Partner, Chief Investment Strategist, Chief Compliance Officer
Shawn Hirsch
CFP
®
Partner, Wealth Management
Jose Rodriguez
Chief Operating Officer
Laura Squier
Chief Financial Officer
Christopher Berté
CFP
®
Managing Director
Jason Kohut
Managing Director
Daniel DiVizio
CFP
®
, CRC
®
Financial Planning Director, Wealth Management
George Don
CFP
®
, CEPA
®
Financial Advisor, Wealth Management
Robert Barron
Client Portfolio Manager
Robin Bolton
Investment Advisor Representative
Steve Casey
Investment Advisor Representative
Andrey Yashin
MSc, CFA
®
Director of Portfolio Administration
Vlad Stasenko
CFP
®
Senior Financial Analyst
Holly Kuechler
Senior Client Services Representative
Rachel Henderson
Client Services Representative
Ryan Tuttle
Client Services Representative
Charles Coryell
Client Services Representative