Apogee Financial Partners, formerly National Financial Services Group, is a values-based, comprehensive financial services firm that has built a solid reputation for excellence in service and enduring client relationships. Clients work with Apogee Financial Partners as their lead financial team for our integrity, accessibility, and sense of family.

We offer personal, business, estate and legacy planning strategies which help give our clients the peace of mind that comes from knowing that steps have been taken to protect their futures. 

What this means to you is you gain a personal relationship with a financial professional who is on the same page with you.

Your Financial Life In Order
We help you get your financial life in order by breaking down information into simple terms and executing alongside you.

A Sense Of Optimism
We are encouraging in our approach and bring a sense of optimism as we look at the rest of your life.

A Sense Of Calmness 
The real benefit is feeling more confident in your decisions and a sense of calmness about planning for your future.

As a values-based firm, we offer our associates and their clients a judgement-free environment in which to achieve their goals while helping their clients achieve theirs.  

Legal and tax advice are not offered. Please consult your advisors prior to implementing strategies to determine how they may affect your personal situation.

Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA / SIPC, 1050 Crown Pointe Parkway Suite 1700, Atlanta, GA 30338, - main number 770-512-5100. Apogee Financial Partners / National Financial Services Group is independent of Equity Services, Inc.  TC66537(0619)p

Insurance

Investment Management

Personal Finance

Apogee Financial Partners

Rick Cederberg

Leida Speller

Mark Vosk

Ira Isaacs

Rose Ann McDonald

Matthew Keiss

Joseph Y. Yi

Hillory P. Burkett

Bryan Keenan

The Leadership Team at Apogee Financial Partners is responsible for setting the strategic direction and vision of the company. Comprising top executives including the CEO and several executive vice presidents, this team ensures alignment with the company's values-based approach, oversees major business decisions, and drives initiatives that foster client relationships and operational excellence. Their leadership reinforces the company’s commitment to integrity, accessibility, and creating a sense of family both within the organization and in client interactions.

Leadership Team

Financial Services Team

Leadership Team

About

Team members

Other teams at Apogee Financial Partners

Financial Services Team