Meet Your Team

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.

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.

Wealth Management Advisor

Adam King

Wealth Management Advisor

Alan Holman

Wealth Management Advisor

Allen Johnson

Wealth Management Advisor

Andrew C. Jaffee, CFP®, RICP®

Andrew works on behalf of clients to stay on top of the ever-changing planning landscape, cutting through the noise to help them make significant decisions. As a fiduciary acting in the best interests of clients his role is to help them define a clear vision and provide thought leadership around complex ideas and solutions in a simple, easy-to understand way that will help move the needle.

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.

Wealth Management Advisor

Andy Kane

Wealth Management Advisor

Anthony Garcia

CEO, Podesta Capital Apollon

Bob Foley

Wealth Management Advisor

Charles Helme

President, Podesta Capital Apollon

Chris Burke

Wealth Management Advisor

Chris Cassel, CPA

Managing Director

Chris Pelley

Wealth Management Advisor

Clinton G. Smith III, CPA, CFP®, CEPA

Wealth Management Advisor, Partner – Apollon Central PA

As a Certified Financial Planner, professional CPA, and CEPA, Clint is committed to guiding clients through a comprehensive financial planning and investment management process that strives to maintain long lasting relationships and goal achievement.

As a Managing Director and Wealth Management Advisor at Apollon Wealth – Central PA, Clint strives to live core values of Fiduciary Responsibility, Transparency, Stewardship, and Innovation. From the onset of forming the Central Pennsylvania division of Apollon Wealth Management, Clint and his team have adopted a foundation of seeking solutions for clients that solve the present and future issues while bringing a best-in-class service.

Prior to his wealth management career, Clint graduated from Lafayette College and then worked for 10 years in assurance services in the public accounting industry. Here he gained experience in audit and accounting services with many different organizations across various industries, including manufacturing and distribution, gaming, hospitality, financial services, construction, and employee benefit plans.  He brings this broad range of experience and couples that with financial planning experience to create a strong presence in the business planning space.

Having a passion for the success of his community, Clint is currently committed to making a difference by serving on the Board of Directors for the Boys and Girls Club of Harrisburg.  Outside of work, he loves spending time with his wife Jackie and three children. He divides his time between attending his children’s sporting events, Irish dancing competitions, reading, golfing, and traveling.

Wealth Management Advisor

Cynthia Ochal

Wealth Management Advisor

Daniel Scott

Wealth Management Advisor

Dave Hofer

Wealth Management Advisor

David Grossman

Wealth Management Advisor

David S. Palkovitz, CFP®

David joined Apollon Wealth Management in February 2020 to provide a more intimate and specialized experience for his clients. David believes that providing financial advice is similar to completing a jigsaw puzzle; working on too many puzzles at one time can sometimes lead to missing pieces. Unlike a jigsaw puzzle, there is no printed picture on a box to model one’s path to financial success. Therefore, David values working with a limited number of families so that he can dedicate his time and fiduciary duty to aligning each family’s goals with their various financial “puzzle pieces.” David has a special interest in providing highly tailored, multi-generational planning and investment strategies to families who share a passion for entrepreneurship, philanthropy, and caring for those with disabilities or special needs.

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.

Wealth Management Advisor

David Turner

Director of Alternative Real Estate Investments / Wealth Management Advisor

Dawn Campbell

Dawn Campbell has been an executive in the financial services industry for over 25 years. She was the 1031 Exchange 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.

Wealth Management Advisor

Gil Eaves, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

Jared Toren

Wealth Management Advisor

Jason W. Hersch, JD

In an ever increasingly dynamic and morphing backdrop, Jason works for his clients to minimize risk and engender stability to their financial planning needs. Jason keeps his clients’s interests and visions first and foremost in his sights, operating as a fiduciary. Jason assists his clients in articulating their ideas and translating them into a plan, identifying solutions in an easily comprehensible way.

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.

Wealth Management Advisor

Jason Young

Wealth Management Advisor

Josh Renda

ADI Dassler International Family Office

Julian Bradham

Wealth Management Advisor / Founder, Apollon New England

Justin Coffin, JD, LLM, CFP

Justin’s life and my professional career have been driven by curiosity.  Engaged by political philosophy in undergraduate education and fascinated by the role of laws in shaping society, Justin attended law school and received a JD from the University of Maine School of Law. With a desire to explore as many areas of the law as possible he joined a law firm in Rockland, Maine that had been started by his grandfather and, at the time, was still run by his Uncle.  Justin learned firsthand not just the theory, but the practice of real estate law, civil litigation, business law and trusts, and estate planning and administration.  

Fascinated by the outsized role the tax code played in many areas of law, Justin joined a regional accounting firm and undertook to learn all that he could about tax planning through practice and academia.  While managing a book of diverse business, nonprofit, and estate planning clients, he completed his studies at the BU School of Law and received and LLM in Taxation.

With a growing interest in Trusts and Estates planning, with its regular overlap with business and not-for-profit work, Justin spent a brief period working at a boutique Trusts and Estates law firm in Portland, Maine before finding his home with his current team; a place where his curiosity and interest in all things planning can find an endless array of client goals and needs to explore and cultivate critical observations and solutions.

Leaving the “wirehouse” world for more independence as a Founding Partner at Apollon New England was spurred by that same curiosity and drive to uncover and implement finely crafted planning opportunities for clients.

When he is not reading the tax code or indulging his inner nerd in a spreadsheet, you will find him with his wonderful wife and two amazing kids mucking about in nature and indulging our own curiosities about the world writ large.

Wealth Management Advisor

Kurt Mueller, CFP®, CPWA®, ChFC®, CLU®, MS

Impacting lives and helping clients build a lifetime of financial security since 2012, Kurt spent most of his early years in St. Louis, Missouri. Kurt is the oldest child and has 2 younger sisters and 1 brother. His brother is currently battling a very aggressive form of Leukemia and this inspired Kurt to become more involved with the local Leukemia & Lymphoma Society. During his childhood, he lived in American Samoa for 3 years, as well as Saudi Arabia for 3 years. When Kurt returned to the United States, he attended The Citadel and graduated in 2005 with a BS in Political Science. He earned his Master’s of Science degree in Biosecurity-Emergency Preparedness from St. Louis University in 2009.

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.

Director, Wealth Management Advisor

Luke Dillon

www.westsidewealth.com

Wealth Management Advisor

Matt Workman

Wealth Management Advisor

Michael P. Green, MBA, CFP®, RICP®, CLU®, ChFC®, CLTC®

A fiduciary acting in the best interests of clients, Michael provides clients the confidence to take the action that will move them closer to their financial goals, and frames complex concepts and ideas into solutions that are simple and easy-to understand.

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.

Wealth Management Advisor

Michael E. Lewis II, CFP®, CLU®, ChFC®

Michael E. Lewis II is a Wealth Management Advisor at Apollon, and has been in the financial services industry for a decade. He is driven by the privilege of helping his clients’ families and/or businesses achieve a successful and secure financial future, and ensuring they enjoy the journey along the way.

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.

Wealth Management Advisor

Natalie Nelson

Wealth Management Advisor

Patricia Erickson

Wealth Management Advisor / Founder, Apollon New England

Paul Spizzuoco, CFP

Paul is a founding Partner of Apollon New England. His roots are in education.  After graduating from the University of Maine at Farmington with a degree in History and Secondary Education, Paul taught United States History and American Government at Georges Valley High School in Thomaston and Lewiston High School.   

After four years in public education, Paul began his financial services career by joining MBNA America and over the next four years reached the level of Senior Personal Banking Officer. In August of 1999, he joined his wife (Tracy) and father-in-law (Jim Jenkins) at UBS Financial Services and in August of 2021 was one of five founding partners of Apollon New England. Paul’s client focus has been financial planning for individuals and business owners. He has held the CERTIFIED FINANCIAL PLANNER™ certification for over 15 years. Financial planning allows Paul to use his educational training to help client understand and see their options clearly and make more informed decisions.

Paul lives in Rockport, Maine with his wife Tracy and has two adult daughters, Ellie and Sarah.  He has served on the boards of: Mid-Coast Children Services, Rockland Public Library Endowment Association, The Rockland Golf Club, The University of Maine at Farmington Board of Visitors and Area Interfaith Outreach Food & Energy Assistance.

The engine that drives our advice

The cornerstone of our process – relationships

Wealth Management Advisor

Richard Chin

Wealth Management Advisor

Richard Simkus

Wealth Management Advisor

Richard Teitelbaum

Chartered Financial Consultant / Wealth Management Advisor

Robert Savino

Wealth Management Advisor

Samuel Crump, CFP®, RICP®, CLU®, ChFC®

Managing Director, Senior Portfolio Manager

Seth Radow

www.westsidewealth.com

Wealth Management Advisor

Tony Case, CFP®, CLU®, ChFC®, AWMA

My focus when working with clients is to simplify their financial world. We live in a time of rapid change and seemingly limitless information that can easily become overwhelming. You work hard, prioritize family, friends and I’m sure have many other activities that require your time. How often do you take time to yourself to sit down and really look at what you want out of life? What are you saving for? Why do you have all those insurance policies? How does it all connect?

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®).

Wealth Management Advisor / Founder Apollon New England

Torey Carr

Growing up in the small mid-coast town of Wiscasset, Maine, Torey learned early on that community and work ethic were key ingredients to success.  These fundamentals have stuck with him throughout my college, professional and personal life.  Torey’s entrepreneurial spirit started early; at age 10 he was fetching soccer balls on the sidelines during games and earning $3 and a halftime soda!  Torey continued at Bentley College leading the service-learning department, a new program assisting individuals hoping to become citizens of the United States. Torey started his career at Edward Jones Investments in 1999 using those same skills to connect with the community in Gorham, Maine.  With a desire to work within a team environment he spent 17 years at UBS Financial Services.  With that same entrepreneurial drive, he and the team established Apollon New England late in the summer of 2021.  

When Torey is not working with clients to help them map out their unique financial planning goals, he enjoys golfing and spending summers on Maranacook Lake with his wife Kim and their daughter Jordan.  However, those who know him will attest that my true passion takes place between November and March each year as a Varsity assistant basketball coach which he has done, as a volunteer with both the boys and girls’ programs at Maranacook High School since 2012.

Wealth Management Advisor / Founder Apollon New England

Timothy Hiscock, CEPA

Being the father to a son whose status as a liver transplant recipient informed just as much of my professional life as it did my personal. Neither the obstacles of hardship nor the unknown have ever prevented me from doing what was right by my family, friends, or career. This sense of ardor and devotion is what I strive to bring to the table with my team and clients alike, always seeking to not only connect, but to collaborate, and to conquer with each and every client that I am lucky enough to engage with. 

After a six year stint in the United States Navy as an electronics technician aboard the U.S.S. Philippine Sea, I sailed for uncharted territory, beginning studies at the University of Massachusetts: Amherst. Upon graduating with a degree in finance and economics I embarked upon a Wall Street career where I held positions dealing with economics and equity research on the floor of the New York Stock Exchange at firms such as J.P. Morgan and Lehman Brothers and eventually moving to an equity trading desk for hedge funds and large-scale institutions. Leaving Wall Street behind, my wife Kathleen and I decided to move our family to Maine as I made the transition to become a part of UBS Financial Services, looking to build a financial advisory practice. I remained a solo advisor for the better part of 15 years until the beginning of 2020, when I merged with the Rockland Financial Group. 

My diverse and dynamic background taught me to never shy away from uncertainty, and it is with this zeal that I tackled new horizons in the form of Apollon New England in order to best serve both my team and clientele. I specialize in client/advisor relationships, focusing on long-term planning with an emphasis on asset management. 

Outside of work I enjoy spending time with friends and family, exploring Maine’s beautiful outdoors, taking advantage of Portland’s food scene, golfing, and frequenting concerts with my son, Thomas.

Wealth Management Advisor

Travis Mowrey

Regional Executive

Amy Rizzo

Director of Trading

Andrea Purcell

Director of Human Resources

Barbara Hull

Director of Practice Management

Brooke Walter

Director of Alternative Real Estate Investments / Wealth Management Advisor

Dawn Campbell

Dawn Campbell has been an executive in the financial services industry for over 25 years. She was the 1031 Exchange 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.

Senior Manager / Investment Operations

Germone Gadsden

Director of Client Relations

Herly Tejada

Director of Research and Alternative Investments

Jill Guess, CAIA

Director of Operations

John Van Sant

Director of Operations

Kirk Aguer

www.westsidewealth.com

Director of Underwriting / Insurance

Kristen M. McKeown, CLU®, CHFC®

Director of Financial Planning

Tasha Thaman, CFP®

Investment Services Specialist

Adam Bonner

Investment Coordinator

Alexandria (Lexi) Luciano

Service Advisor

Allison Smith

Client Service Specialist

Amanda Meehan

Office Manager

Angie Brown

Operations

Bob Searing

Director of Client Services

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.  

Billing Specialist

Cara Shone

Billing / Reporting

Chanice La Touche

Compliance Associate

Cody Hooten

Executive Assistant to Andrew Jaffee & Michael Lewis

Crystal Rose

Senior Service Specialist

Dana Greathouse

Executive Assistant / Client Services Specialist

Dee Dillingham

Investment Services Specialist

Drew Chiles

Investment Coordinator

Foster Harrison

Office Manager / Executive Assistant to Gil Eaves

Gena McNair

Senior Accountant

George Smith

Financial Planning Analyst

Jayson Beech

Senior Associate

Jennifer Thigpen

Alternative Investment Specialist

Joseph Lassiter

Paraplanner

Julia Johnson

Payroll Specialist

Katie Earle

Client Service Specialist

Kimberly Davis

Client Services Associate

Kirstie Reeves

Marketing Coordinator

Laura Norton

Onboarding Coordinator

Lindsey Reinke

Accountant

LeTasha Johnson

Service Advisor

Meredith Holton

Investment Services Specialist

Paul DeFrances

Investment Coordinator

Raven Ostlind

Investment Coordinator

Perrin Berry

Client Service Manager

Sara Watkins

Investment Services Specialist

Thomas (Brock) Cook