Senior V.P., Asset Management
Bryant has over 30 years of experience in commercial real estate including representing Philadelphia region real estate investment trusts as well as private equity. Bryant received his MBA from Villanova University and his undergraduate degree from Gettysburg College.
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.
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