First Vice President - Investment Officer, Senior Institutional Consultant
“My proudest moments are when clients understand we have planned to be able to provide them a lifetime paycheck replacement when they retire. I pride myself on providing strategies that are cost efficient, not off the shelf, and appropriate for the client.”
After a career as a petroleum engineer, John began working in the financial services industry in 1986. He gained experience with several firms before joining Prudential in 1999, and working through its transitions from Wachovia Securities to Wells Fargo Advisors.
With over 34 years of experience primarily concentrated on institutional retirement programs, he has focused on helping clients achieve their retirement goals. At Edwards Asset Management since November of 2020, John offers a full complement of benefit plan and related services.
Leisure Pursuits: I love sporting clays, fishing and hunting. The best place to fish for tuna is the Hannibal Bank in Panama, where you can catch a 200-pound tuna on spinning tackle and topwater plugs. And nothing beats duck and goose hunting in Saskatchewan, Canada.
Guilty Pleasures: A rare porterhouse steak with a big, bold bottle of red wine from Napa, preferably a Joseph Phelps Cabernet, and a cigar.
Esteemed Charities: Santa’s Wish List provides children in need with items from their Christmas list. I support it because I love to see the happiness the gifts bring to the children. The Wounded Heroes Hunting Camp is also an organization I am proud to support and volunteer with, as we can never repay the debt of gratitude we owe to those who have served our country.
Business Development Officer
“Finance has always been my strong suit, and it was a fun way of bonding with my grandfather. I believe success comes by putting the customer's needs first. I take pride in going above and beyond with my clients and treating them like friends.”
Sebastian worked in his family's business selling fine art while earning his master’s in business administration and joined Edwards Asset Management in August 2020. With a determined and never-give-up approach to business, the best part of his day is arriving early to the office to tackle any challenges with a fresh mindset. Fluent in Spanish, Sebastian is a native of Fort Lauderdale and looks forward to annual family visits to Colombia.
Leisure Pursuit: I always enjoy a round of golf at a new course, followed by a cigar. Another long-standing passion is flying airplanes. I learned to take off and land before I was 12.
Words to Live By: "Sacrifice or regret, you choose." ~ Camilo Villegas
Esteemed Charity: When my grandmother was diagnosed with Alzheimer's disease, the Alzheimer's Association was very helpful. It’s a charity that is near and dear to me.
“As a member of the Investment Committee at Edwards Asset Management, I am driven to continuously learn about the markets and enjoy discussing them with the team to develop personalized strategies that are designed to best serve each client. One of the most gratifying parts of my job is earning a client’s trust and building a long-term relationship.”
Charles is an Analyst and certified financial planner™ professional at Edwards Asset Management. His previous experience includes serving as a financial advisor and an investment advisor. Most recently Charles was Director of Sales for an institutional investment advisor specializing in equity and alternative investment strategies. Originally from Louisville, Kentucky, Charles and his family relocated to Florida in 2006, and have lived in Naples for eight years.
For the Love of Animals: Pet rescues are very close to my heart. My family has adopted five pets from local shelters and animal rescues.
Guilty Pleasures: Good Bourbon and Carrot Cake.
Words to Live By: "He who is not courageous enough to take risks will accomplish nothing in life.” ~ Mohammad Ali
Senior Registered Relationship Manager
“I have always had a passion for staying informed about world and political events to better understand how these events could affect businesses and the markets, whether it’s in the short or long term.”
A native of Naples, Leta has deep roots in the community, as well as more than two decades of experience in the financial industry working with Bob Edwards. At Edwards Asset Management, Leta is known as a dedicated and driven manager, who is always quick to embrace the fast-paced, ever-changing role of helping clients and the entire team in an effort to succeed year after year.
Best Advice: Don’t do anything in the daylight that will keep you awake in the night. Be kind to others, you never know what they are going through.
Favorite Charities: With family members in the military, there is a special place in my heart for Operation 300, which hosts adventure camps for children of fallen service members, and Tunnel to Towers Foundation that supports the families of first responders and the military. I also support Humane Society Naples and Naples Cat Alliance, where I recently adopted two adorable kittens, Jax and Abby.
Guilty Pleasure: Coca-Cola and Dark Chocolate.
Senior Registered Client Advisor
“As a financial professional, it’s so rewarding to help people feel more confident about their financial future by identifying their goals and assisting them to make more informed decisions to reach them.”
Courtney has worked in the financial services industry since graduating with a Juris Doctorate from Florida Coastal School of Law in 2012. While attending law school, she focused on estate planning, trusts, and federal income tax. Pri-or to law school, she earned her bachelor’s degree in finance, graduating cum laude from Florida Gulf Coast University. Please keep in mind that Courtney can’t provide tax or legal advice but is happy to work with you and your outside advisors.
Born and raised in Naples, Courtney is a graduate of Naples High School.
Recently, Courtney adopted a puppy from the Humane Society that she has named Nala. Nala is a handful but definitely worth the work! Courtney and Nala enjoy going for walks at Greenway and the new paths in Baker Park.
Perfect End to a Beach Day: On Captiva Island, the Bubble Room is a must-stop for Orange Crunch Cake, followed by watching the sunset at the Mucky Duck – or –watching a Florida Gator football game with friends and family!
Favorite Charity: I am very passionate about the David Lawrence Center and serve as Chair of the Wellness Committee on the DLC Young Executive Board. In 2017, I started the Elevate Wellness Series. The goal of Elevate is to improve personal health and well-being through physical activity, while also promoting awareness of mental health and substance abuse within our community. All of the proceeds from Elevate Wellness Series events go to Crossroads holistic treatment programs such as physical training, yoga, equine treatment, and art therapy programs for the clients in the Crossroads Detox and Residential pro-grams.
Best Way to Unwind: Mastering asanas at Yoga Lab in Naples. I also recently completed my 200-hour yoga teacher certification. Namaste!
Registered Client Associate
“I strive to learn something new every day. The best part of my workday is when I have the opportunity to solve a problem. What motivates me more than anything is helping our team assist our clients with achieving their financial goals.”
Previously, Natalie worked as a legal assistant at the Public Defender’s Office and a local law firm. Though she cannot provide legal advice in her current capacity she believes this helps give her a well-rounded background. She is fluent in Spanish and relocated from Miami to Naples in 2006. Natalie graduated Summa Cum Laude from Florida Gulf Coast University in 2017, earning a bachelor’s degree in legal studies. She credits the Boys & Girls Club with guiding her on a path to fulfill her potential. She also believes in giving back so other children can do the same. For more than three years, Natalie volunteered as a Guardian ad Litem for the 20th Judicial Circuit in Collier County, serving as a court-appointed advocate for abused and neglected children. When she’s not working, she enjoys biking along the Gordon River Greenway Park and hiking at Bird Rookery Swamp.
Favorite Quote: “If you wait to do everything until you’re sure it’s right, you’ll probably never do much of anything.” ~Win Borden
Currently Reading: Everyday Millionaires by Chris Hogan, and Getting There: A Book of Mentors by Gillian Zoe Segal. I enjoy learning about entrepreneurs, their journey to success and the challenges they overcame.
Favorite Charity: Track to Trail Thoroughbreds, a nonprofit run solely by volunteers to care for and find homes for retired race horses.