(239) 302-1715
Home
About
Why Choose Us
Meet the Team
Firm History
What Is Financial Planning
Services
Investment management
Financial Planning
LLC for Investing
Retirement planning
Tax planning strategies
Insurance solutions
Estate planning
Insights
Contact
Client Login
Let’s talk
Menu
Home
About
Why Choose Us
Meet the Team
Firm History
What Is Financial Planning
Services
Investment management
Financial Planning
LLC for Investing
Retirement planning
Tax planning strategies
Insurance solutions
Estate planning
Insights
Contact
Client Login
Let’s talk
Meet the Team
Meet the Team
Meet the Naples Team
Christopher Berté
CFP
®
Managing Director
Jason Kohut
Managing Director
Meet the Whole Team
Eugene Yashin
MBA, CFA
®
Owner, Chief Executive Officer, Chief Investment Officer – Equities
Matthew Etter
CFP
®
Owner, President
Steve Tuttle
MBA
Owner – Chief Investment Officer – Fixed Income, Chief Compliance Officer
Shawn Hirsch
CFP
®
Managing Director, Wealth Management
Laura Squier
Chief Financial Officer
Christopher Berté
CFP
®
Managing Director
Jason Kohut
Managing Director
Stephanie Carreras
Director of Client Relations
Daniel DiVizio
CFP
®
CRC
®
Client Relationship Manager
Andrey Yashin
MSC CFA
®
Senior Financial Analyst
Alexander Larin
MSC
Senior Financial Analyst
Vlad Stasenko
CFP
®
Senior Financial Analyst
Robin Bolton
Investment Advisor Representative
Steve Casey
Investment Advisor Representative
Holly Kuechler
Senior Client Service Representative