Meet Our Team

Executive Team

Director of Operations & Client Services

Operations & Client Services Associate

Chief Operating Officer

Managing Director – Wealth Management

Managing Director – Wealth Management

Director of Insurance & Financial Planning

Managing Director – Wealth Management

Managing Director – Wealth Management

Managing Director – Wealth Management

Founding Partner

Director of Client Services

Sr. Registered Client Service Associate

Managing Director, Wealth Management

Managing Director

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Naples Wealth Planning offers securities through World Equity Group, Inc., member FINRA / SIPC, a Registered Investment Adviser

Investment Advisory Services offered through Capital Rock Financial, LLC dba Naples Wealth Planning.

Capital Rock Financial, LLC dba Naples Wealth Planning is not owned or controlled by World Equity Group, Inc.

World Equity Group, Inc. does not provide tax or legal advice.