Our Team 2017-10-27T21:22:02+00:00

The Apex Team

35+ years of experience providing licensed fee-only investment, retirement, tax, and financial planning in the Delaware Valley

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.

Bob’s Biography

Stuart Caplan
Chief Investment Officer, Partner

Stu brings over 13 years of diverse experience to the team. He most recently worked for Brickell Capital Management, a multi-family investment office in Miami, where he managed and implemented several trading strategies and hedge fund-of-funds portfolios for the firm.

Stu’s Biography

Joseph R. Weidenburner, Esq.
Sr. Vice President, General Counsel

Joe brings a varied background of professional experience to the Apex team. He has contributed equity research and investment analyses to several publications, including “The Manual of Ideas”, a value investing publication read by leading value-oriented portfolio and hedge fund managers.

Joe’s Biography

Michael Ahearn
Sr. Vice President

Mike has over 43 years of experience in banking and finance. Over the past 17 years, he has developed a wealth management and financial planning practice for affluent clients.

Mike’s Biography

Christine Ahearn
Vice President

Christine began her career in the financial services industry 12 years ago in institutional retirement and transitioned into wealth management a few years later. She plays a key role in client service and administrative inquiries, often anticipating client needs.

Christine’s Biography

Valerie Fox
Vice President

Dottie Ditchkofsky
Client Relations Manager