Meet Your Team

Founding Partner | Chief Executive Officer

Michael J. Dolberg, CEO

Michael J. Dolberg is the CEO and a founding partner at Apollon Wealth Management, a collaborative and transparent financial planning firm focused on aligning clients’ goals of growing and preserving their hard-earned wealth. Apollon set out to change the model for investing 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 mission of enriching the lives of others through collaborative financial planning and guidance.

With passion and purpose, Mike and team have created a comprehensive wealth management and planning organization designed to deliver multi-family office and business planning solutions and services with scale and consistency. Driven to expand the firm’s footprint across the country, Apollon possesses a fully integrated advisor experience with a strong interdependence of central and local services, industry specialists, and a collaborative approach to maximize the value and deliverables to the clients they serve. Since its inception back in February of 2018, Apollon has opened office locations in multiple states across the nation and has been recognized as one of the fastest growing RIAs in the country.

Prior to Apollon, Michael served as a Managing Director and Wealth Management Advisor at Northwestern Mutual. After a brief stint as a Chef in Charleston, He began his career in financial services in 2003. He was appointed Managing Director at the age of 25 and won numerus awards both for his work as an advisor and for his exceptional recruiting and retaining of advisors within the thriving business.

Mike has a huge passion for spending time with his family as well as 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 three sons, Benjamin, Beau, and Bradford.

Founding Partner | Chief Development Officer

Robert H. Gorman, CFP®, MSFS®, AEP®

Robert Gorman is the CDO 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: Ellen, Jake, and Julia.

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.

CEO of Advisor Insurance Solutions

Heather L. Kelly, RHU, CLU, ChFC

Chief Growth Officer

Ryan Shanks

Chief Investment Officer

Eric Sterner, CFA, MBA, CAIA, FRM, CIPM

Eric Sterner is the Chief Investment Officer for Apollon Wealth Management and Apollon Financial and also serves as the chairperson for both RIAs’ investment committees.  Eric is responsible for all investment research and due diligence across Apollon’s investment platforms as well as portfolio management for Apollon’s proprietary investment strategies.

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.  Prudential’s digital advisory program received industry recognition as one of the best performing robo advisors out of over 60 competitors.

Prior to Prudential, Eric was a 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.  Eric also worked at MetLife where 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 has built an industry-wide reputation as a thought-leader and has appeared in the Wall Street Journal, CNBC, CNN, Barron’s, Investment News, Kiplinger, MarketWatch, US News, Reuters, and numerous other outlets.  Eric’s broadcast experience includes guest appearances on FOX Business News, Bloomberg, Yahoo Finance, Schwab Network, NASDAQ Trade Talks, Cheddar News and Reuters.

Head of Finance

Kortney Holtzhower

Senior Vice President of Financial Planning

Bob Ruelle, CLU®, ChFC®, CASL®, MSFS®, RICP®, AEP®, RHU®, REBC®, FLMI®

Bob leads the strategic direction of the financial planning team, enhancing Apollon’s  services and supporting advisors in delivering exceptional client experiences. Bob managing key relationships, developing training programs, and optimizing processes to drive growth and efficiency in the Planning Department.

Bob is a graduate of the Marquette University School of Business Administration with a Bachelor of Science degree majoring in Finance.   Bob is also a graduate of the American College with a Master of Science in Financial Services (MSFS)

Bob is a graduate of The Wharton School- Securities Industry Institute, the premier executive development program for financial industry professionals.

Bob has obtained the following designations: Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP),Chartered Advisor for Senior Living (CASL), Accredited Estate Planner (AEP), Registered Employee Benefit Consultant (REBC), Registered Health Underwriter (RHU) and Fellow Life Management Institute (FLMI).

Bob currently holds his Series 6, 7, 24, 26, 51.63 and 65 licenses with FINRA. Bob also maintains his Wisconsin Life, Accident and Health Insurance License and Wisconsin Real Estate Salesperson License.

Bob is currently a member of the following associations:

• Financial Planning Association (FPA)
• Milwaukee Estate Planning Forum

Bob also serves on the National Conference Planning Committee for the National Association of Estate Planning Councils (NAEPC) for the past several years and is a member of the NAEPC Board of Directors.

Senior Vice President of Operations

Teresa Matthews-Fletcher

Vice President of Human Resources

Barbara Hull