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.
A united team with a combined skillset well-suited to address any complex situation or challenge
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, Apollo Global Management, 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.
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.
Retirees, entrepreneurs and medical professionals leverage his insights to mitigate taxes, enhance their portfolios and net worth, maximize income streams and both protect and augment their legacy. Andrew believes comprehensive financial planning and wealth management lies at the intersection of these various and oftentimes competing financial issues…..with one ultimate goal: For clients to live a life by design, not default.
A native of Charleston, South Carolina he graduated from the College of Charleston with a Bachelor of Science degree in International Business. Professional certifications include: CERTIFIED FINANCIAL PLANNER™ (CFP®) and Retirement Income Certified Professional (RICP®).
Andrew serves as President of the PlayToday! Foundation, a 501(c)3 organization that fosters play opportunities for people of ALL abilities. He resides in Mount Pleasant, South Carolina with his wife, Kristen, and their two children: Meyer and Jameson.
David graduated from McGill University with a degree in economics with a concentration in finance. He is a CERTIFIED FINANCIAL PLANNERTM and CFA Level 1 Candidate. Outside of his professional capacity at Apollon, David serves as Treasurer of the Columbia Jewish Federation and Financial Secretary of Beth Shalom Synagogue. He also serves on the boards of Family Connection South Carolina, the Contemporaries of the Columbia Museum of Art, and Leadership Columbia. David is a graduate of the 2015 Leadership Columbia class and was named in Columbia Business Monthly’s Best and Brightest 35 and Under at the age of 26. In his spare time, David enjoys working on his 1951 Plymouth restoration project. He lives in Lexington, SC with his wife, Abigail, and his daughter, Mila.
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.
Jason has developed a niche practice, with many of his clients being medical professionals: dentists and physicians. Numerous members of Jason’s family – including his wife (physician) and Father (dentist) – along with close friends, fall into these categories. That said, Jason has great insight and understanding of their particular needs and facets they deal with.
Jason is a native to Florida, having been born in Gainesville. Jason attended the University of Florida, for his undergraduate studies. Jason followed this up with graduate studies at McGill University, in Montreal, and completed law school, at Florida Coastal School of Law. Jason passed the 2009 February administration of the Florida Bar Examination. In the financial services sphere, Jason has acquired the Series 6, 63, and 65 FINRA securities licenses.
Along with his wife, Nadia, they live in New Tampa, with their three children: Moses, Ayyub, and Maryam.
In 2003, Kurt met his future wife to be during a trip to Rock Hill, SC and they were engaged in September 2005. In 2006, on a warm April day on Edisto Beach, Kurt tied the knot with his beautiful wife, Megan, who is a Barnwell, SC native. Megan has been working as an Anesthetist at Augusta University since 2011. They have two sons, Drake, 6 and Gage, 3 and reside in North Augusta, SC. Kurt continues to coach his oldest son's YMCA teams including soccer, t-ball and basketball.
Kurt transitioned into the financial world after discovering his passion for helping others with financial planning. He changed his career path in January 2012 and never looked back. As Kurt’s career progressed, he expanded his financial knowledge by obtaining his CLU designation in May of 2016, the ChFC designation in October of 2017 and the CFP designation in November of 2018.
Today, Kurt's passion lies in helping others plan for their financial future and develop into tomorrow's leaders. He considers himself a GO-GIVER and is passionate about giving back to the CSRA community that has welcomed him with open arms. He currently serves as a board member for the United Way of Aiken County and the Midland Valley Area Chamber of Commerce. Kurt volunteers his time mentoring at Belvedere & Mossy Creek Elementary School in North Augusta. In addition to the local chambers, Kurt is involved in a men's fitness group known as F3 and recently spearheaded an expansion of the group to True North Church in North Augusta. He is a 2017 graduate of Leadership Aiken County and Leadership North Augusta. In an effort to give back to his Alma mater, Kurt is an active member of the local CSRA Citadel Club.
From May-October 2017, Kurt volunteered his time as Executive Chair for the Leukemia & Lymphoma Society Light the Night Walk. Recently, he was asked to serve as the Executive Chair of the American Heart Association Heart Walk from October 2017-February 2018 and gladly accepted the challenge to help such an impactful local charitable organization.
Kurt also created the North Augusta Professionals networking group in May 2016 in an effort to re-define the way networking is done in the CSRA. The group prides itself on being very inclusive of everyone and encourages its members to ENGAGE with their community, help each other GROW one another's business and INSPIRE others to do the same.
Michael is born and raised in Charleston (yep, one of the remaining few). When not working, Michael can typically be found watching his 3 boys – Calib, Cullen, and Carter – playing various sports year round. On the off chance they don’t have a game, you might find him trying to find his ball in the woods of one of the local golf courses.
Michael earned his Bachelor of Arts in Psychology from the University at Albany, and MBA from the Sage Graduate School, in Albany, NY. Prior to Apollon Wealth, Michael began his career in Financial Services in Charleston, SC with Northwestern Mutual Wealth Management, where he was part of the leadership team.
Professional certifications include: CERTIFIED FINANCIAL PLANNING PROFESSIONAL™ (CFP®); Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®) and the Certification in Long Term Care (CLTC®).
Michael supports The American Heart Association, The Alzheimer’s Association, and served as Trustee and Treasurer for Mason Preparatory School from 2014-2020. He resides in Mount Pleasant, South Carolina with his wife Darcy, and their daughter Madeline.
The first step in our relationship is to remove the noise and dedicate real time to identifying your goals. The sooner we identify what you’re working towards and why; the sooner we can maximize the efficiency of what you’re doing. In many cases, professionals are already assisting in key areas, but I’ve found it’s rare that the team communicates and the person in charge of overseeing everything is you. Our goal is to lift that burden from your shoulders and operate as the architect of your financial plan.
In addition to the knowledge I’ve acquired in the areas of investments, tax mitigation, insurance, and estate planning, I’m fortunate to have an experienced team behind me to collaborate with as we work towards delivering a comprehensive plan of action. We operate under the Fiduciary standard and remain invested in your best interest at all times. I look forward to the opportunity to hear your story and help you gain clarity on the chapters ahead.
A native of Charleston, Tony graduated from Coastal Carolina University with degrees in Finance and Marketing. He began his career in 2010, and has since gained the designations of a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®).