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 J. Dolberg
Founding Partner / CEO
Robert H. Gorman, CFP®, MSFS®, AEP®
Founding Partner / COO
Mike Herman
Chief Compliance Officer
Kortney Holtzhower
Chief Financial Officer
Eric Sterner
Chief Investment Officer
Adam Bonner
Investment Services Specialist
Adam King
Business Development Manager
Alan Holman
Wealth Management Advisor
Alexandria (Lexi) Luciano
Investment Coordinator
Allen Johnson
Wealth Management Advisor
Allison Smith
Service Advisor
Amanda Meehan
Client Service Specialist
Amy Rizzo
Regional Executive
Andrea Purcell
Investment / Trading Coordinator
Andrew C. Jaffee, CFP®, RICP®
Wealth Management Advisor
Andy Kane
Wealth Management Advisor
Angie Brown
Office Manager
Anthony Garcia
Wealth Management Advisor
Barbara Hull
Director of Human Resources
Bob Foley
CEO, Podesta Capital Apollon
Bob Searing
Operations
Bri Andreoni
Director of Client Services
Brooke Walter
Director of Practice Management
Chanice La Touche
Billing / Reporting
Charles Helme
Wealth Management Advisor
Chris Burke
President, Podesta Capital Apollon
Chris Cassel, CPA
Wealth Management Advisor
Chris Pelley
Managing Director
Clinton G. Smith III, CPA, CFP®, CEPA
Wealth Management Advisor
Cody Hooten
Compliance Associate
Craig Hemenway
Director of Trading
Crystal Rose
Executive Assistant to Andrew Jaffee & Michael Lewis
Cynthia Ochal
Wealth Management Advisor
Dana Greathouse
Client Service Specialist
Daniel Scott
Wealth Management Advisor
Dave Hofer
Wealth Management Advisor
David Grossman
Wealth Management Advisor
David S. Palkovitz, CFP®
Wealth Management Advisor
David Turner
Wealth Management Advisor
Dawn Campbell
Director of Alternative Real Estate Investments / Wealth Management Advisor
Dee Dillingham
Executive Assistant / Client Services Specialist
Foster Harrison
Investment Coordinator
Gail Curran, CPA
CFO, Prism Advisory Group
Gena McNair
Office Manager / Executive Assistant to Gil Eaves
George Smith
Senior Accountant
Germone Gadsden
Senior Manager / Investment Operations
Gil Eaves, CLU®, ChFC®, CASL®, RICP®
Wealth Management Advisor
Henry Silva
Wealth Management Advisor / Planning Coordinator
Herly Tejada
Director of Client Relations
Jamie Reed
Regional Director / Director of Onboarding
Jared Toren
Wealth Management Advisor
Jason W. Hersch, JD
Wealth Management Advisor
Jason Young
Wealth Management Advisor
Jayson Beech
Financial Planning Analyst
Jennifer Thigpen
Senior Associate
Jill Guess, CAIA
Director of Alternative Investments
John Van Sant
President, Cascade Apollon
Joseph Lassiter
Investment Coordinator
Josh Renda
Wealth Management Advisor
Julia Johnson
Paraplanner
Julian Bradham
ADI Dassler International Family Office
Justin Coffin, JD, LLM, CFP
Wealth Management Advisor / Founder, Apollon New England
Kim Martin
ADI Dassler International Family Office
Kimberly Davis
Client Service Specialist
Kirk Aguer
Director of Operations
Kirstie Reeves
Client Services Associate
Kristen M. McKeown, CLU®, CHFC®
Director of Underwriting / Insurance
Kurt Mueller, CFP®, CPWA®, ChFC®, CLU®, MS
Wealth Management Advisor
Laura Norton
Marketing Coordinator
LeTasha Johnson
Accountant
Luke Dillon
Director, Wealth Management Advisor
Mark Axmacher, APMA®
Wealth Management Advisor
Matt Workman
Wealth Management Advisor
Meredith Holton
Service Advisor
Michael Brinton
Wealth Management Advisor
Michael P. Green, MBA, CFP®, RICP®, CLU®, ChFC®, CLTC®
Wealth Management Advisor
Michael E. Lewis II, CFP®, CLU®, ChFC®
Wealth Management Advisor
Natalie Nelson
Wealth Management Advisor
Patricia Erickson
Wealth Management Advisor
Paul DeFrances
Investment Services Specialist
Paul Spizzuoco, CFP
Wealth Management Advisor / Founder, Apollon New England
Raven Ostlind
Insurance Coordinator
Rebecca Jenkins
Life Insurance Onboarding Specialist
Richard Chin
Wealth Management Advisor
Richard Simkus
Wealth Management Advisor
Richard Teitelbaum
Wealth Management Advisor
Robert Savino
Chartered Financial Consultant / Wealth Management Advisor
Robert Wolfe
Managing Director / Wealth Management Advisor
Ryan Agostinelli
IT Manager
Samuel Crump, CFP®, RICP®, CLU®, ChFC®
Wealth Management Advisor
Sara Watkins
Client Service Manager
Sarah Craven
Office Manager / System Administrator
Seth Radow
Managing Director, Senior Portfolio Manager
Tasha Thaman, CFP®
Director of Financial Planning
Thomas (Brock) Cook
Investment Coordinator
Tony Case, CFP®, CLU®, ChFC®, AWMA
Wealth Management Advisor
Torey Carr
Wealth Management Advisor / Founder Apollon New England
Timothy Hiscock, CEPA
Wealth Management Advisor / Founder Apollon New England