Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Anthony Leopizzi, Private Wealth Advisor serving the Naples, FL area - Ameriprise Advisors

Anthony Leopizzi

CFP®, CLU®, ChFC®, CIMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Anthony Leopizzi Visit Anthony Leopizzi's website

Austin R Hicks

Financial Advisor

Learn more about Austin R Hicks Visit Austin R Hicks's website
Jeremy L Darstek, Financial Advisor serving the Naples, FL area - Ameriprise Advisors

Jeremy L Darstek

CFP®

Financial Advisor

Senior Vice President of VERITA WEALTH ADVISORY GROUP
Learn more about Jeremy L Darstek Visit Jeremy L Darstek's website
Mark L Jacobson, Financial Advisor serving the Naples, FL area - Ameriprise Advisors

Mark L Jacobson

CFP®, MBA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mark L Jacobson Visit Mark L Jacobson's website

Our team

Fran Devito

Fran Devito

Operations Manager

Austin Hicks

Austin Hicks

Paraplanner

Ana (Gaby) Martinez

Ana (Gaby) Martinez

Client Service Manager

Pietro Pinna

Pietro Pinna

Investment Specialist