A united team with a combined skillset well-suited to address any complex situation or challenge
Our team relies on each other’s personal strengths to help people achieve the quality of life they envision. Dedicated to remaining masters of our craft, we never stop learning. To offer the best service possible for our clients, we constantly pursue continuing education opportunities and invest in technology solutions that maximize overall efficiency.
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 inception, 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, Mike and the Apollon team have 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.
With passion and purpose, Mike 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 across the country, Apollon possesses a fully integrated advisor environment with centralized services (with a full operations, technology and marketing team) to help deliver multi-family office solutions with scale and a consistent client experience, onboarding and acquisition systems.
Mike has a huge passion for giving back to the community. 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, Beau, and Bradford.
Founding Partner | Chief Operating Officer
Robert H. Gorman, CFP®, MSFS®, AEP®
Robert Gorman is the COO and 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.
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.
Chief Investment Officer
Eric Sterner
Eric Sterner is the Chief Investment Officer for Apollon Wealth Management bringing with him 27 years of experience in finance. Eric’s last role was as Vice President and member of PGIM’s Strategic Investment Research Group’s (SIRG) Portfolio Construction team. He focused on the discretionary management of multi-asset investment solutions which represented more than $65 Billion AUM. Prior to this role, Eric served as the Chief Investment Officer for the Prudential Customer Solutions RIA and oversaw its digital and hybrid investment advisory managed account platform.
Earlier in his career, Eric served as Managing Director within State Street’s Alternative Investment Solutions group where he was responsible for the performance and risk reporting services for hedge funds on its fund administration platform. Previously, while with MetLife, he managed the proprietary and third-party investment advisory platforms for its broker dealer group and launched an advisory offering that was nominated by the Money Management Institute as “Product of the Year”.
Eric has earned the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM) and Certificate in Performance Measurement (CIPM) designations as well as his MBA with Honors from the University of Massachusetts and his undergraduate degree from the University of Connecticut.
Eric lives in New Jersey with his wife, Anne, and four children, Zoe, Piper, Caitlin, and Jack. In his free time, Eric enjoys coaching his kids’ softball, baseball, and basketball teams, and has a long-term aspiration of running a marathon in all 50 states. So far, Eric has completed 22 marathons in 16 different states.
Chief Financial Officer
Kortney Holtzhower
Chief Compliance Officer
Mike Herman
Mike Herman is the Chief Compliance Officer for Apollon Wealth Management. He has been in the financial services industry for more than 24 years and is responsible for overseeing day-to-day compliance.
Prior to joining Apollon, Mike spent over 10 years as the CCO for United Capital Financial Advisers, LLC and PFE Advisors, Inc. He was a critical member of their executive team, supervising the integration of over 60 acquisitions and growth of the firm’s assets under management from $1.2 billion to over $25 billion, through the sale of the firm to Goldman Sachs in 2019. Post-acquisition, Mike continued to serve as CCO for the acquired division and as a Risk Manager helping to normalize the division with the company’s suitability and reporting standards.
Before joining United Capital, Mike was the Director of Sales Practice & Transition for The Financial Services Network, an Office of Supervisory Jurisdiction, consisting of a large producer group of broker-dealer registered representatives and investment adviser representatives where he helped establish an investment advisory firm registered with the SEC. Mike’s other experiences include managing an Office of Supervisory Jurisdiction for Citigroup and serving as a Financial Advisor for Morgan Stanley Dean Witter and Gruntal & Co.
Mike holds a B.A in Psychology from the State University of New York at Albany, FINRA Series 3, 4, 7, 24, 31, 53 and 63 securities licenses and the NASAA Series 65 Uniform Investment Adviser Law Exam. In his free time, Mike likes to spend time exploring new places with his wife and son.
Directors & Management
Andrea Purcell
Director of Trading
Barbara Hull
Director of Human Resources
Brooke Walter
Director of Practice Management
Chanice La Touche
Director of Integrations and Reporting
Dave Smith
VP of Compliance
Dawn Campbell
Director of Alternative Real Estate Investments | Wealth Management Advisor
Jill Guess, CAIA
Director of Alternative Investments
Jordan Kurth
Director of Platform Support
Kristen M. McKeown, CLU®, CHFC®
Director of Transitions
Megan Le
Director of Staff and Operations
Rahul Joshi
Director of Billing
Raven Ostlind
Client Service Manager
Tasha Thaman, CFP®
Director of Financial Planning
Teresa Matthews-Fletcher
Senior Vice President of Operations
Kristin Wilde
Corporate Controller
Director of Trading
Andrea Purcell
Director of Human Resources
Barbara Hull
Director of Practice Management
Brooke Walter
Director of Integrations and Reporting
Chanice La Touche
VP of Compliance
Dave Smith
Director of Alternative Real Estate Investments | Wealth Management Advisor
Dawn Campbell
Dawn Campbell has been an executive in the financial services industry forover 25 years. She was the 1031Exchange Director at AEI Capital where she pioneered one of the first securitized 1031 exchange products in the United States. She was also Vice President of Private Capital for Inland Securities where she educated and advised financial professionals and their clients on 1031 exchange tax deferral strategies. She is a national expert on all aspects of IRC section 1031 and DST investment products. She was a founding member of TICA (now known as ADISA) and has raised over $600mm in capital for securitized 1031 exchange products.
Dawn has also guided investors in various wealth management strategies as a financial advisor for Bernstein Global Wealth and Merrill Lynch. She was honored by Finance and Commerce Magazine as a top woman in finance and named woman changemaker by Minneapolis/St. Paul Magazine.
Dawn holds a bachelors degree from the University of Minnesota.
Administrative Associate, Piershale Financial Group of Apollon
Bri Andreoni
Director of Operations, Apollon New England
Brianna Queen
Relationship Manager, Columbia
Cara Shone
Billing Manager
Chris Franklin
Planning Analyst
Christian Tyler, CFP®
Planning Analyst
Cody Hooten
Compliance Associate
Dalton Fair
Client Services Associate, Catalyst Apollon
Dana Greathouse
Alternative Investment Specialist
David Ricchini
Trading Associate
Dee Dillingham
Insurance Operations Manager
Deirdre Van Rensburg
Administrative Associate, Piershale Financial Group of Apollon
Elizabeth Reneau
Relationship Manager, Peachtree Corners
Eric Talbott
Relationship Manager, Piershale Financial Group of Apollon
Freya Woodrow
HR and Marketing Associate
George Smith
Accounting Manager
Hannah Burke
Trading Associate
Herly Tejada
Director of Operations, Bluechip Wealth Management
Jackie Fulcher
Senior Client Service Associate
Jeff Wood
Senior Relationship Manager, Winston-Salem
Jeffrey Dixon
Client Service Associate
Jennifer Thigpen
Senior Relationship Manager
Julia Francis
Planning Lead Advisor
Katie Earle
Payroll Specialist
Kim Williams
Client Service Associate
Kirk Aguer
Director of Operations, Westside Wealth Management of Apollon
Laura Norton
Marketing Manager
Lauren Duncan
Relationship Manager, Catalyst Apollon
LeTasha Johnson
Accountant
Lindsey Reinke
Transition Associate
Lisa Hamilton
Billing Associate
Noeleen Neubauer
Marketing Manager, Piershale Financial Group of Apollon
Patty Clemmons, CFA®
Director of Operations, Peachtree Corners
Paul DeFrances
Portfolio Manager
Perrin Berry
Relationship Manager, Charleston
Robert Powell
Client Service Associate
Rob Zaruba
Senior Client Service Associate, Quincy
Samantha Learch
Senior Relationship Manager, Chicago
Sarah Ross, FPQP®
Client Service Associate
Shawncee Sapp
Relationship Manager
Sophia Drager
Relationship Manager, Peachtree Corners
Suzanne McGuire
Senior Relationship Manager, Peachtree Corners
Trisha Tucker
Administrative Associate, Quincy
Tyler Stollar
Client Service Associate, Catalyst Apollon
Van Hobbs
Senior Relationship Manager, Columbia
Vicki Wiley
Administrative Associate, Tree City of Apollon
Trading and Program Manager
Adam Bonner
Senior Client Service Associate
Alexandria (Lexi) Luciano
Senior Relationship Manager
Allison Smith
Client Services Associate, Tree City of Apollon
Amanda Reynolds
Relationship Manager, Peachtree Corners
Ankit Patel
Trading Associate
Ashley Peterson
Administrative Associate, Piershale Financial Group of Apollon
Beth Payne
Director of Operations, Apollon New England
Bri Andreoni
Briana graduated with honors from MacCormac College with an Associate’s Degree in Paralegal Studies. She then went on to work for a small family law firm in Tallahassee, FL before moving back to Maine and joining Paul Spizzuoco’s Team at UBS Financial Services in 2001 as a Client Service Associate. Briana is one of the founding members of the Apollon New England Team and is head of our Operations and Director of Client Services.
Briana got the opportunity to spend her childhood living in a variety of different locales such as Taiwan, Singapore, Brussels, Belgium, London, Dubai, & Saudi Arabia. She now lives in Rockland, Maine with her husband and their son.