Our Team
With more than 60 years of experience serving clients nationwide, our team is dedicated to help our clients and our community.
Robert A. Connell, CFP
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.
Alexander D. Wieland
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.
Jennifer Campbell
Paraplanner
With over 20 years of experience in sourcing, customer service, sales, and marketing, Jen brings a client-focused and detail-oriented approach to her role as a paraplanner. She ensures that each client’s needs are met with accuracy and care. Passionate about service, Jen is dedicated to delivering high-quality support that enhances the client experience and contributes to the firm’s long-term success.
Dottie Ditchkofsky
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.