Our Team
We are fortunate to have a fantastic team of Wealth Advisors and Office Staff. We believe deeply in helping clients in every aspect of their financial lives through detailed financial planning. With our team approach and comprehensive process, we strive to help clients achieve their goals by designing a customized strategy based on the future they envision for themselves.
Our advisors have over 30 years of experience and industry leading designations that include Dylan Ramos, CERTIFIED FINANCIAL PLANNER® professional, Jake DiGregorio, CERTIFIED FINANCIAL PLANNER® professional and Mark Dunn, Chartered Retirement Planning CounselorSM.
We have offices in Nevada and Colorado and are licensed to work with clients in multiple states across the country. Our passionate team of financial experts are dedicated to helping clients with every step of their financial journey. We look forward to meeting with you!
Mark Dunn, CRPC®
CA Insurance License 0D15885
Wealth Advisor
Dylan Ramos, CFP®
CA Insurance License 4087930
Wealth Advisor
Jake DiGregorio, CFP ®
CA Insurance License 4367046
Wealth Advisor
Jake DiGregorio is a Wealth Advisor and Partner of Apollo Strategic Advisors. Jake was born and raised in Las Vegas, Nevada and attended UNLV where he graduated with a degree in Kinesiology. After graduating, Jake entered the insurance...
Heather Keane
Assistant