Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Naples

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Jeffrey Tews

Jeffrey Tews

Associate Wealth Advisor

Tom-Lamacchio

Tom LaMacchio

Sr. Wealth Advisor

Nadia Keric, CFP®

Partner

Keith Huber

Managing Partner

Jacksonville, Boca Raton, Naples, Naples – Downtown, Orlando, Sarasota, Tampa

Rose Cooke

Regional Vice President

Naples – Downtown, Boca Raton, Jacksonville, Naples, Orlando, Sarasota, Tampa

Steve Cordasco

Regional Vice President

Naples – Downtown, Sarasota, Cherry Hill, Naples

Aniya Michelle Mason

Client Service Specialist

Claudia Ona

Sr. Client Services Specialist

Connie Fornberg

Client Service Specialist

Madison Cosgriff

Client Service Specialist

Gerard P. Levesque

Tax Manager

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