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Apex News
How It All Began
May 12, 2021
We've been saving our first blog post for a special occasion, and well, it's finally here. Our Founder and CEO, Robert "Bob" Connell, recently sat down with Jerilyn Klein of Rethinking 65 to chat about his career path and, most importantly, his desire to continue advising his clients through the next 25 years of his life.
Bob is genuinely unlike many other financial advisors, his passion for helping others through teaching yoga or high-performance race car driving is truly an inspiration. But perhaps his favorite student yet, his three-year-old son Samuel, is not only one lucky man but one to watch as he genuinely has an awe-inspiring father.
I encourage you to take a peek at the article to learn more about his unchartered career path and passion for providing holistic financial advice.
Bob is getting ready to celebrate his 74th birthday later this month. Please join me in a virtual candle-blowing celebration with a big round of applause of gratitude for helping us all through various forms.
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Our Financial Advisors guide you through the process of establishing a successful financial plan and nurture it through economic and personal changes.
Our commitment to our clients is to provide comprehensive financial solutions just as we would apply to our own families' lives.