Apollon Wealth Adds $650M Senglaub Financial Group
Apollon Wealth Management is continuing its expansion strategy, adding a Wisconsin-based advisory team as it builds out a national network of relationship-driven wealth managers.
Apollon Wealth Management announced that Senglaub Financial Group, a Delafield, Wisconsin-based firm overseeing approximately $650 million in client assets, has joined its organization under the Apollon Wealth – Senglaub Financial Group banner. The partnership strengthens Apollon’s footprint in the Midwest and reinforces its focus on family-led advisory practices.
Senglaub Financial is led by father-daughter duo Jeff Senglaub and Christy Senglaub, whose practice emphasizes long-term client relationships and comprehensive financial planning. The broader team includes advisors and operational staff spanning planning, client service and operations roles.
“Senglaub Financial represents exactly the kind of partner we look for—deeply rooted in their community, committed to their clients, and built on enduring relationships,” said Michael Dolberg, founding partner and CEO of Apollon Wealth Management.
Senglaub Financial’s team also includes Craig Rusch, wealth management advisor; Jamie McCourt, director of operations, financial planning; Brett Nowatske, senior client financial planner; Gail Bellman, operations manager; Rea Krivohlavek, client service associate; Kim Seymour, client service associate; and Ben Weltzien, client service paraplanner.
“Joining Apollon allows us to preserve that philosophy while gaining access to enhanced resources, operational support, and a broader platform that we believe will help us better serve our clients today and into the future,” Jeff Senglaub said.
Apollon Wealth Management and its affiliate Apollon Financial collectively oversee approximately $15 billion in client assets.
