Mt. Pleasant Office

Founding Partner / CEO

Michael J. Dolberg

Michael J. Dolberg is the CEO and a Founding Partner at Apollon Wealth Management, a collaborative and transparent financial planning firm focused on aligning client’s goals of growing and preserving their hard-earned wealth. Upon conception, Apollon set out to change the retail model for investments away from a product platform to one that is 100% client driven. With exceptional white glove service, Michael has executed the founding partners’ vision of creating an independent organization with the sole mission of enriching the lives of others through concerted financial planning and guidance.

Michael offers a unique value proposition to advisors and clients alike through Apollon’s equity partners in New York. Apollon has partnered with Merchant Investment Management, LLC, a private partnership providing management oversight, resources, strategic opportunities and direction to independent financial services companies. The Merchant team adds decades of experience and resources having held senior roles in financial services at Goldman Sachs, Skybridge Capital, Focus Financial Partners and Purshe Kaplan Sterling Investments.

With passion and purpose, Michael and his team have created a launch pad for advisor independence built with a seamless transition process for clients. Driven to expand the firm’s footprint on the East Coast, Apollon possesses an open architecture environment, centralized back-office (with a full operations, technology and marketing team) and unified advisor integration, onboarding and acquisition systems. Since conception in February 2018, Apollon has opened 5 locations in the southeast. Michael’s Charleston office is a current finalist for the title of “Best Financial Planner” for 2019 and was a finalist for “Best Investment Firm” in 2018 with the Charleston City Paper and The Post and Courier, respectively.

Prior to Apollon Wealth, Michael served as a Managing Director and Wealth Management Advisor for Charleston Financial Group. He began his career in 2004 and was appointed Managing Director at the age of 25, one year later. In 2010, Michael won the Management Achievement Award honoring his exceptional recruiting and retaining of advisors within the thriving business.

Michael attended the University of South Carolina in Columbia, with degrees in Finance and Marketing. He is a board member of Medical University of South Carolina Children’s Hospital and is a devoted supporter of South Carolina Special Olympics (and past board member). He and his wife, Kristen, reside in Mount Pleasant, South Carolina with their sons, Benjamin and Beau.

Founding Partner / COO

Robert H. Gorman, CFP®, MSFS®, AEP®

Robert Gorman is a Founding Partner at Apollon Wealth Management, a collaborative and transparent financial planning firm focused on aligning client’s goals of growing and preserving their hard-earned wealth. As one of the highest decorated advisors in the field (ranking in the top 1-2% in the nation by certification), Robert serves as Director of Financial Planning for the firm and has taken the helm of building Apollon’s unique trading platform.

Robert’s expertise has given Apollon an unmatched position in the marketplace to harness and leverage technology within a financial services organization. Through Apollon’s independent and innovative APEX planning process, Robert’s fiduciary duty and objective advice further drives the business in delivering highly customized wealth management solutions. With 15+ years in the field, Robert specializes in serving multi-generational families, entrepreneurs and executives with a concentration on estate planning for the high net worth sector. His passion is reflected within Apollon’s business model as he focuses on client communications and deliverables with absolute financial clarity. With a holistic and comprehensive investment approach, Robert is often called upon by other professionals (CPA’s, attorneys, etc.) and clients to articulate and actualize a customized path to successful wealth management.

A respected Principal/Wealth Management Advisor, Robert established his career at the Gorman Financial Group/Northwestern Mutual in 2004. Under his direction, the firm was voted “Best Financial Planner” by The Post and Courier and was a finalist for “Best Investment Firm” in 2016 and 2017. Robert earned a Master of Science in Financial Services (MSFS) from the American College, as well as a Bachelor of Science in Management Information Systems from Wake Forest University. Professional certifications include: CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Estate Planner (AEP®).

Born in Los Angeles, Robert spent a visible part of his childhood pursuing acting. After a successful run with roles in 10 films and 18 television series, he came to the east coast after high school to pursue his business degree.

Living in Charleston, South Carolina, Robert supports One80 Place, the Actors Theater of South Carolina and the Make A Wish Foundation. Robert and his wife, Tara, have three children: Ellie, Jake, and Julia.

Director of Human Resources

Barbara Hull

Chief Financial Officer

Kortney Holtzhower

Business Development Associate

Germone Gadsden

IT Manager

Ryan Agostinelli

Director of Trading

Andrea Purcell

Investment Services Specialist

Adam Bonner

Research Analyst

Paul DeFrances

Senior Investment Coordinator

Alexandria (Lexi) Luciano

Director of Client Relations

Foster Harrison

Investment Services Specialist

Thomas (Brock) Cook

Accounting Manager

George Smith

Accountant

LeTasha Johnson

Payroll Specialist

Katie Earle

Billing Specialist

Cara Shone

Executive Assistant / Client Services Specialist

Dee Dillingham

Marketing Manager

Laura Norton

Onboarding Coordinator

Lindsey Reinke

Investment Services Specialist

Drew Chiles

Investment Coordinator

Perrin Berry

Office Manager and HR/Marketing Assistant

Freya Woodrow

Investment Coordinator

Jadine Hampton

Accounting Associate

Suzanne Spotts

Controller

Richard Sines, CPA

Director of Operations

Teresa Matthews-Fletcher