Senior V.P., Asset Management
Bryant brings over 25 years’ worth of experience in commercial real estate to the rapidly-growing Yardley-based commercial real estate investment and management firm.
Investment Consultant
Mike’s four-plus decades of experience in the investment advisory industry provides vital counsel to principals of Apex.
Senior V.P. for Financial Planning
Chris is a Senior V.P. for Financial Planning at Apex Financial Advisors. In this role, Chris assists clients with long-term financial, tax, retirement, and estate planning strategies, meeting regularly with clients to monitor their financial situations and to discuss various methods of comprehensive advance planning. Chris has over 15 years’ experience in the financial industry across wealth management, investment analysis, and portfolio management. His expertise has been featured across various media outlets. Chris maintains the CMT, CFA, and CFP designations, and received his MBA with a concentration in Finance and a certificate in Leadership from the University of Michigan.
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.
85 South Main Street Yardley PA
California - Florida - New Jersey - Pennsylvania - Texas
215-493-1900