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
Executive Committee

Michael J. Dolberg
Founding Partner / CEO
Robert H. Gorman, CFP®, MSFS®, AEP®
Founding Partner / COO
Eric Sterner
Chief Investment Officer
Kortney Holtzhower
Chief Financial Officer
Mike Herman
Chief Compliance OfficerAdvisors

Adam King
Wealth Management Advisor
Alan Holman
Wealth Management Advisor
Alexandra Lundgren, AIF®
Wealth Management Advisor
Allen Johnson
Wealth Management Advisor
Andrew C. Jaffee, CFP®, RICP®
Wealth Management Advisor
Andy Kane
Wealth Management Advisor
Anthony Garcia
Wealth Management Advisor
Bob Foley
CEO, Podesta Capital Apollon
Brian Wiley
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
Cynthia Ochal
Wealth Management Advisor
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
Gil Eaves, CLU®, ChFC®, CASL®, RICP®
Wealth Management Advisor
Henry Silva
Wealth Management Advisor / Planning Coordinator
James Wilson CFP®
Wealth Management Advisor
Jared Toren
Wealth Management Advisor
Jason W. Hersch, JD
Wealth Management Advisor
Jeremiah Bates
Wealth Management Advisor
Josh Renda
Wealth Management Advisor
Justin Coffin, JD, LLM, CFP
Wealth Management Advisor / Founder, Apollon New England
Kurt Mueller, CFP®, CPWA®, ChFC®, CLU®, MS
Wealth Management Advisor
Luke Dillon
Director, Wealth Management Advisor
Matt Workman
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
Nic Daniels, BFA ™
Wealth Management Advisor
Patricia Erickson
Wealth Management Advisor
Paul Spizzuoco, CFP
Wealth Management Advisor / Founder, Apollon New England
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
Samuel Crump, CFP®, RICP®, CLU®, ChFC®
Wealth Management Advisor
Seth Radow
Managing Director, Senior Portfolio Manager
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
Travis Mowrey
Wealth Management AdvisorDirectors & Management

Amy Rizzo
Regional Executive
Andrea Purcell
Director of Trading
Barbara Hull
Director of Human Resources
Brooke Walter
Director of Practice Management
Dawn Campbell
Director of Alternative Real Estate Investments / Wealth Management Advisor
Jill Guess, CAIA
Director of Alternative Investments
John Van Sant
Director of Operations
Tasha Thaman, CFP®
Director of Financial Planning
Ryan Agostinelli
IT ManagerOperations & Support

Adam Bonner
Investment Services Specialist
Alexandria (Lexi) Luciano
Senior Investment Coordinator
Allison Smith
Service Advisor
Amanda Meehan
Client Service Specialist
Amanda Reynolds
Client Services Associate
Angie Brown
Office Manager
Bri Andreoni
Director of Client Services
Cara Shone
Billing Specialist
Chanice La Touche
Billing / Reporting
Cody Hooten
Compliance Associate
Crystal Rose
Executive Assistant to Andrew Jaffee & Michael Lewis
Dana Greathouse
Senior Service Specialist
Dee Dillingham
Executive Assistant / Client Services Specialist
Drew Chiles
Investment Services Specialist
Foster Harrison
Director of Client Relations
Freya Woodrow
Officer Manager and HR/Marketing Assistant
Gena McNair
Office Manager / Executive Assistant to Gil Eaves
George Smith
Accounting Manager
Germone Gadsden
Business Development Associate
Herly Tejada
Director of Client Relations
Jadine Hampton
Investment Coordinator
Jennifer Thigpen
Senior Associate
Joseph Lassiter
Alternative Investment Specialist
Julia Johnson
Paraplanner
Katie Earle
Payroll Specialist
Kirk Aguer
Director of Operations at Westside Wealth Management of Apollon
Kirstie Reeves
Client Services Associate
Laura Norton
Marketing Manager
Lindsey Reinke
Onboarding Coordinator
LeTasha Johnson
Accountant
Meredith Holton
Service Advisor
Paul DeFrances
Research Analyst
Raven Ostlind
Investment Coordinator
Perrin Berry
Investment Coordinator
Sarah Carrico
Client Services Manager
Sarah Ross, FPQP®
Investment Coordinator
Sara Watkins
Client Service Manager
Suzanne Spotts
Accounting Associate
Shawncee Sapp
Director of Client Services