Meet the Team

Meet the Naples Team

CFP^®

Managing Director

Managing Director

MBA, CFA^®

Owner, Chief Executive Officer, Chief Investment Officer – Equities

CFP^®

Owner, President

MBA

Owner – Chief Investment Officer – Fixed Income, Chief Compliance Officer

CFP^®

Managing Director, Wealth Management

Chief Financial Officer

CFP^®

Managing Director

Managing Director

Director of Client Relations

CFP^® CRC^®

Client Relationship Manager

MSC CFA^®

Senior Financial Analyst

MSC

Senior Financial Analyst

CFP^®

Senior Financial Analyst

Investment Advisor Representative

Investment Advisor Representative

Senior Client Service Representative