Team

Brian J. Kirk, CRPC^®

Vice President-Investment Officer

Over the past 20 years, Brian has built his career as a trusted Financial Advisor using a disciplined wealth planning process and sound investment strategies to help his clients achieve their goals. Brian uses the Family Wealth Advantage^TM planning process which allows him to review each clients' complete financial picture, objectives, priorities and long- and short-term goals and put a structured plan in place designed to meet them.

Brian's educational background includes earning his Bachelor's degree from Aquinas College in Grand Rapids, MI. He continued his career development by earning the Chartered Retirement Planning Counselor^SM or CRPC^® designation. This designation requires completing the program of study encompassing pre- and post-retirement needs, asset management, estate planning and the entire retirement planning process. Additionally, Brian must renew his designation every two years by completing 16 hours of continuing education.

Committed to helping his community, Brian is active with Special Olympics of Collier County and the LEAP Ahead Foundation of Collier County, Florida. LEAP is coordinated with Easter Seals of Florida to help disabled young people transition from the school system into suitable employment opportunities. Away from the office, he enjoys coaching youth basketball. He and his wife Rachel, live in Naples with their children, Max, Molly, Jack and Patrick.

Streeter Holden, CFP^®, AAMS^®, ADPA^®

Senior Vice President - Investments

Streeter has been recognized as a Premier Advisor, a distinction reserved for the firm’s top producers who have also demonstrated exceptional client service. She dedicates her practice to helping families preserve and accumulate wealth, by customizing her approach to suit clients’ specific financial needs, desires, and tolerance for risk.

As a CERTIFIED FINANCIAL PLANNER^TM professional, she creates a team with you, your CPA, and attorney to help achieve your estate planning goals. The CFP^® certificate is awarded by the Certified Financial Planner Board of Standards to individuals who have agreed to adhere to the principles of honesty, integrity, competence and diligence, to act in their client’s best interests, exercise due care, and maintain confidentiality, objectivity, and professionalism.

Streeter sat for her Series 7 and 66 securities registrations 17 years ago in Massachusetts, went on to train as a supervisor, and became Assistant Branch Manager of the downtown Boston office.

With an emphasis on continuing education, she has earned the designations of Accredited Asset Management Specialist^SM, and Accredited Domestic Partnership Advisor^SM, from The College of Financial Planning.

Streeter began investing at the age of ten when her father taught her to read the stock pages. She earned her BA from Connecticut College, then went on to study theatre in San Francisco. A member of Actors’ Equity and SAG-AFTRA, she performed in regional theatres across the country, even weathering a year of comedy on Hollywood Boulevard. After a satisfying decade treading the boards, she found her calling in a career as an Investment Advisor.

At home Streeter relaxes with watercolor and oil painting. She and her husband, David, enjoy Naples where they can spend time with Streeter’s mom and walk daily to the beach.

Laura J. Ross, CFP^®

Financial Consultant

Laura has over 20 years of experience in the financial services industry and employs her analytical and problem solving skills to help build and monitor customized wealth plans for clients. Laura is involved at every step of the planning process and specializes in analyzing complex financial situations and providing clear investment strategies crafted to help meet their unique goals and objectives. She takes a hands-on approach and meets with clients regularly to evaluate and review the performance of their wealth plan, updates their investment allocations, and coordinates with other trusted advisors such as outside CPAs or estate attorneys.

Her educational background includes earning her bachelor's degree from the University of Massachusetts in biology (cum laude). Since joining the team, she has earned her CERTIFIED FINANCIAL PLANNER^TM professional (CFP^®) designation. To earn the CFP^&reg professional designation, Laura completed hundreds of hours of rigorous coursework and examinations, adheres to high standards of ethical conduct and must complete the CFP^® Board's ongoing certification requirements.

Always giving back to the community, Laura supports various charities by running in local 5k events and as a volunteer for her daughter's High School cross country and track team. She lives in South Florida with her husband, Bill and their two children, Michael and Julie; and their retired greyhound.

Nancy A. Thorsen

Financial Consultant

Nancy has built her 30 year career working to design investment and planning strategies to help build client's wealth, enhance their lifestyles and help them prepare for life's opportunities and challenges. She helps guide trustees in using trusts as part of financial and philanthropic planning for multi-generational high net worth families and non-profit organizations.

After earning her Bachelor's degree in Accountancy from Northern Illinois University, cum laude, she began her career as a Certified Public Accountant (not currently practicing) with a prominent accounting firm in Chicago. After moving to Naples in 1985, she joined Northern Trust Bank, where she worked for 20 years and then moved to U.S. Trust for four years.

Active in her local community, she previously sat on the Board of March of Dimes and has held various board positions with greater Naples Area Planned Giving Council. Away from the office, she enjoys bicycling, orchids and spending time with her two daughters.

M. Evan Jones, CFP^®

Financial Consultant

Evan is a financial services professional with over 13 years of experience. As part of the Jacoby Nealon & McCain Wealth Management Group team, he handles a wide variety of duties including serving as a key point of contact for clients as well as handling investment planning, estate settlement and maintaining the internal portfolio management systems.

Prior to joining Wells Fargo Advisors in 2010, Evan earned a Bachelor of Science degree in psychology with a concentration in industrial/organizational psychology and holds a minor in business management from Appalachian State University in Boone, N.C.

To continue his professional development, Evan earned his CERTIFIED FINANCIAL PLANNER^TM, or CFP^® professional certification in 2010. This required completing hundreds of hours of rigorous courses and examinations followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards.

Evan's commitment to client service is recognized by the firm. He was named a Distinguished Service Professional for 2013 at Wells Fargo Advisors and received the 2012 Service Distinction Award, which is designed to recognize outstanding branch support team members who embody the firm's Core Values such as service, respect, integrity and teamwork.

In his personal time, he enjoys staying fit by running 5k, half, full marathons and spending time at the gym. He also enjoys hiking and being outdoors. Evan resides in Naples, Florida with his daughter Madison, and their rescued dog, Boone.

Janice Charles, CFP^®

Senior Registered Client Associate

Janice joined Jacoby Nealon & McCain Wealth Management Group in August 2019 with more than 30 years in the financial services industry. As a Senior Registered Client Associate, Janice enjoys collaborating with clients and colleagues and provides support for account administration requests, scheduling and meeting preparation. Janice brings a superior work ethic and commitment to client service and is focused and responsive in resolving client's questions and issues.

Prior to joining Jacoby Nealon & McCain Wealth Management Group, Janice worked for another Wells Fargo Advisors team in Glastonbury, Connecticut. She began her career at The Pension Service, Inc. in North Haven, Connecticut and worked there for sixteen years. Continuing her career development, Janice also held positions at USI Consulting Group/USI Advisors, Inc, Northwestern Mutual Financial Network and Fidelity Investments.

Janice holds a Certified Financial Planner (CFP^®) designation from the College for Financial Planning. She earned her Bachelor of Science degree in Economics and minor in Psychology from Southern Connecticut State University.

In her spare time, she enjoys spending time gardening, reading and traveling. Janice loves learning new languages and has studied German and French and recently began teaching herself Italian. She is active in her church and volunteers her time at local food pantries and Habitat for Humanity. Janice has two sons, Nick and Matthew.

Eduardo Sosa

Registered Client Associate

Eduardo started his career in the financial services industry in 1994 back in Guatemala, his home country. He arrived to the US in 2000; his experience opened up doors to continue developing a career with a local bank in Miami, FL., where he stayed for 12 years. He received different promotions that allowed him to get his insurance license and his series 7 registration.

Eduardo moved to Naples in 2010; he passed his Series 66 registration exam in September 2014, and shortly after started working for Wells Fargo Advisors. Eduardo knows that integrity, responsibility, taking ownership, and delivering great customer service are the cornerstone to a successful career.

Currently, Eduardo is attending Florida SouthWestern State College; he is a Buccaneer! In his free time, Eduardo is a member of Naples Toastmasters, where he was the president for the 2016-2017 term. He is also a volunteer of the Humane Society of Naples; he has fostered one adult cat and, later on, 2 kittens. He enjoys doing activities outdoors, and he is also an avid meditator.

Alex McCain

Registered Client Associate

Prior to joining the team in 2017, Alex attended Florida Atlantic University and received his under graduate degree in business management. At Florida Atlantic University Alex worked part time in sales, and participated in multiple internships at Wells Fargo Advisors.

In his personal time Alex plays in a local men’s hockey club, and enjoys fishing and boating.

Virginia "Gini" Phillips

Senior Client Associate

Gini plays a valuable role on the team and manages all aspects of client relations, from planning client events to setting client appointments. She is also responsible for advocate services, cards, collaborating with the compliance department on the approval process for marketing materials, maintaining the contact management system and handling day-to-day client transactions.

Prior to joining the team in 2006, Gini attended Chattahoochee Valley Community College to pursue a degree in elementary education. From there she transitioned into the hospitality field, and spent 23 years developing her management and client relations skills.

Gini is well known around the office both for her organizational skills and for her compassion. She and her husband, Glenn, have three children, Lindsey, Jacob, and Cara.

Deborah "Debbi" Maksymetz

Receptionist

Debbi takes pride in being the welcoming face to Jacoby Nealon & McCain Wealth Management Group. Debbi ensures clients are comfortable when they come for a visit. When you meet Debbi, you'll instantly be put at ease by her friendly demeanor and outgoing style. She relies on her background in administrative and customer service to quickly build a personal rapport with clients. She easily engages in conversations and actively listens to stories about pets, sporting interests and upcoming travel plans.

Originally from Michigan, Debbi earned her Associates degree from Oakland Community College in Royal Oak, Michigan located southeast of Detroit. Debbi moved to Naples with her husband in 2013. They have three grown sons. Away from the office, she spends time reviving her golf game, playing pickleball, and taking care of her new dog, Mushu, a Shar-pei.