Founder, Chief Executive Officer

Bob is the visionary behind Apex Financial Advisors. With over 40 years of experience in financial planning, and as one of the first to earn the CERTIFIED FINANCIAL PLANNER™ designation in the country, he is truly a groundbreaker in the financial services industry.

CPA

Alex is Controller at Apex Financial Advisors and a Certified Public Accountant. Beginning his career at a small start up company before moving to a larger professional services firm, Alex has diverse experience spanning across industries. Alex received his Bachelor of Science in Accounting from Clemson University in South Carolina and is a licensed Certified Public Account. 

Paraplanner

With more than 20 years of experience in sourcing, customer service, sales, and marketing, Jen brings a client-focused, detail-oriented approach to her role as a paraplanner. She is passionate about providing high-quality support that meets each client’s needs with accuracy and care.

Client Relations Manager

Dottie is an experienced executive assistant and client relations manager with 40+ years of experience serving clients in a variety of fields including for a division of a Fortune 500 Company.