Team

Justin McLaughlin

Managing Director – Investments

For over 35 years, Justin has assisted generations of families manage the complexities of wealth. He gets great satisfaction building relationships with his clients and their families as he helps them navigate the financial challenges life presents.

Justin and his team understand that confidence is built by helping people focus on their goals and implementing plans to pursue them. In his free time, Justin enjoys golf, hiking and cycling.

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 in 2011, 2012, 2015, 2016, 2019, 2020, and 2021, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

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 20 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 21 years of experience in the financial services industry and employs her analytical and problem solving skills to help build and review 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 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.

M. Evan Jones, CFP^®

Financial Consultant

Evan is a financial services professional with over 17 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.

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.

Nancy A. Thorsen

Financial Consultant

Nancy has built her 39 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 regarding investments within trusts as a part of philanthropic planning.

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.

Ashley Kelly

Financial Consultant

Ashley strives to provide intentional service to each client she interacts with, which she strongly believes is the cornerstone of every successful relationship. The foundation for her customer-first practice is based on her desire to make each client feel both welcomed and individually cared for throughout their investment planning process.

Ashley joined Wells Fargo Advisors in 2016, and she holds her series 7 and 66 registrations and Florida insurance licenses.

Ashley’s love for Florida is eminent in her frequent road trips on back-country routes or along coastal shores. She, her husband Jonathan, and black lab Snook enjoy spending time outside fishing, hunting and adventuring in nature parks. She adores time with her nieces and nephews, and lives in the same city as three of her five siblings.

Alex McCain

Financial Advisor

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.

Isabel Perez

Senior Client Associate

Isabel joined Jacoby Nealon & McCain Wealth Manager Group in August 2021. In her role as Senior Client Associate, Isabel helps the team with day-today account administration. She has strong interpersonal skills and delivers a highly personalized service to the families we service. Isabel has excellent communication skills and speaks fluent English and Spanish.

Prior to joining Jacoby Nealon & McCain Wealth Management Group, Isabel was Branch Administrator and Senior Client Associate for a Wells Fargo Advisors Financial Network team in Naples. She began her financial services career at A.G. Edwards & Sons, Inc. (a predecessor firm of Wells Fargo Advisors) as a Financial Assistant in 1999.

Isabel graduated from Taylor Business School in 1986 with a focus on Business and Travel. Originally from New Jersey, Isabel moved to Florida in 1999. She is married to her high school sweetheart, Jose, and they have one son, Justin. In her spare time, she enjoys relaxing at the beach and pool and spending time with her friends and large Cuban family.

Jenna Zollar

Client Associate

As a Client Associate at Jacoby Nealon & McCain Wealth Management Group, Jenna’s focus is on delivering exceptional customer service. She is committed to providing clients the highest quality of assistance in every possible way. Clients can trust Jenna to provide clear communication and complete every task with excellence.

Jenna earned her Bachelor of Science degree in Sport Management from Millikin University in Decatur, Illinois in 2015.

Originally from Rossville, Illinois, Jenna has lived in Naples for over 3 years. Jenna is an avid sports fan and enjoys rooting for all her favorite sports teams, especially the New York Yankees! She also spends her free time with her nieces and nephews, teaches Sunday school and is an active runner.

Shaneika White

Client Associate

Shaneika has over three years of experience in the financial services industry. She joined Jacoby Nealon & McCain Wealth Management Group in 2022. In her role as Client Associate, Shaneika brings her engaging personality and superior commitment to all client service interactions. Clients appreciate her dedicated focus on handling their administrative and operational needs accurately and quickly.

Shaneika began her career as a bank teller and helped process deposits, transactions, and transfers. In 2019, she was hired by Wells Fargo Bank and worked as a teller before being promoted to Bank Approver.

Shaneika earned her bachelor’s degree from Florida Gulf Coast University in December 2020.

Originally from Jamaica, Shaneika has resided in Naples for nearly six years. She enjoys reading, writing, and spending time with her husband and family. In her spare time, she gives back to the community by volunteering at Habitat for Humanity.

Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

Amber Porter

Client Associate

Amber Porter, Client Associate, joined Jacoby Nealon & McCain Wealth Management Group in 2022 after 20 years as a teacher. She taught elementary education for 11 years and middle school for nine years. In her role as Client Associate, Amber uses her teaching experience and friendly demeanor when answering questions and helping clients with online access. She assists the team on a day-to-day basis by helping to open accounts, file paperwork, order checks and debit cards, transfer funds, and more.

Amber earned her bachelor’s degree at Governors State University and her associates’ degree from Prairie State College. Originally from Illinois, she moved to Florida in 2021. She lives in Naples with her husband and two boys. She enjoys the warm Naples weather and loves living where she used to vacation! In her free time, Amber enjoys spending time with family, going to the beach, reading books, and kayaking.

Bryce Nealon

Client Associate

As a Client Associate, Bryce is an active member of the team. He helps the team prepare for client review meetings, follow up with email correspondence, initiate money transfers, and handle other day-to-day operational needs. Bryce enjoys being part of the Jacoby Nealon & McCain Wealth Management team and brings his positive attitude and optimism to every situation. He easily engages with clients and is eager to take their calls, have a conversation, and follow through with any requests.

Prior to joining the team, Bryce worked in another role at Wells Fargo & Company. Before that he was a sales manager of a golf cart sales/service company for two years and an elementary school teacher for two years.

Bryce earned his Bachelor of Arts degree in social sciences from Florida State University. He grew up in Naples and currently lives in Bonita Springs. In his free time, Bryce is a high school basketball referee and actively volunteers for the Laces of Love non-profit organization that provides shoes to needy children.

An avid sports fan, Bryce enjoys basketball and football.

Melissa Puleo

Client Associate

Melissa joined Jacoby Nealon & McCain Wealth Management Group after working for J.P. Morgan Chase Bank as a Bank Manager for 11 years.

As a Client Associate, she makes clients’ needs her top priority as she serves them to the fullest extent of her ability. Her range of experiences and knowledge from both in and outside the financial services industry allows her to easily understand and relate to client questions and needs. Clients appreciate Melissa’s keen attention to detail and warm demeanor.

Melissa is a Florida native and has lived in Naples for over eight years. She enjoys being outside exploring nature either by walking, kayaking or paddle boarding.

Nicholas Spinelli

Client Associate

As a Client Associate, Nicholas provides clients with the paperwork and support to ensure a seamless client experience. His dependable follow through and timely, accurate responses to client questions helps the team provide the exceptional service clients have come to know and expect.

Nicholas is goal driven and focused as he leads clients through the various steps of the Jacoby Nealon & McCain Wealth Management Group onboarding process. He provides clear communication and encourages questions.

Prior to joining the team, Nicholas worked at Hilltop Securities as a public finance intern. Prior to that, he worked at Northside Dental for four years as a General Office Assistant and Sterilization and Infection Control Technician.

Nicholas earned his Bachelor of Science in Finance at Florida State University. He was born and raised in Naples, Florida. Nicholas enjoys spending time outdoors boating and fishing, working out and socializing with friends.