About Apogee Wealth Management
Apogee Wealth Management is more than just a financial advisory firm — it’s a trusted partner dedicated to helping great people accomplish great things. Our clients’ financial well-being is our priority, and we firmly believe that everyone can define their own version of success, allowing everyone to “win” on their terms.
At Apogee, we pride ourselves on being small enough to offer personalized, relationship-driven service but large enough to deliver scalable, family office-style support, typically only afforded to the wealthy. This approach allows us to transfer financial security to future generations, ensuring long-term success when done right.
We leverage industry-leading platforms and partnerships while maintaining our independence and ensuring that we work for our clients, not a large investment or insurance company that may have competing interests. The value we bring is in the genuine relationships we develop, offering the same level of dedication and care as if we were managing our own family’s financial future.
Our Mission
At Apogee Wealth Management, we believe in going beyond just offering financial products — we focus on making a meaningful and lasting impact for the families we serve. Our mission is to guide each client toward financial success, and we’re dedicated to helping you reach the pinnacle of that journey. We’re here to help “Great People Accomplish Great Things!”
STRIVING FOR EXCELLENCE
The name "Apogee" symbolizes the highest point of success, and that’s exactly what we aim to provide — top-tier financial guidance that pushes the boundaries of what’s possible for you and your family. We believe in going the extra mile to ensure your financial well-being.
Personalized and Purpose-Driven
Every family is unique, and so are their financial needs. That’s why we deliver personalized, thoughtful service designed to address your specific goals, from wealth accumulation to legacy planning, with the utmost dedication to your financial journey.
Your Financial Journey at the Highest Point
We deeply value the trust our clients place in us and strive to provide expert, steadfast guidance at every step of their financial journey. At Apogee, our goal is to help you navigate complex financial decisions with clarity and confidence, working together to pursue your long-term goals.
Introducing the Faces Behind Apogee Wealth Management
When you work with Apogee, you gain the peace of mind that comes from a partner dedicated to your financial well-being. As your Team Captain, we’ll coordinate all aspects of your financial well-being as we prioritize transparency, objectivity — and a personalized approach across every facet of wealth management. And our “family office” approach means you get white-glove service at a reasonable cost.
With over 35 years of experience, Apogee Wealth Management stands as a beacon of financial industry expertise and unwavering commitment to our clients. Our Team is Standing By to Assist
Ed Harris, AWMA
Ed Harris is the Founder and CEO of Apogee Wealth Management, as well as the driving force behind Apogee Wealth Academy, a 501(c)(3) organization dedicated to helping individuals and families build brighter financial futures through education. With a passion for making financial concepts accessible, Ed empowers people to take control of their financial well-being, guiding them toward confidence and security in their financial decisions.
Ed’s journey of service began at the young age of 15 when he entered the ministry, instilling in him a deep sense of purpose and a desire to uplift others. This early experience shaped his values and commitment to helping those around him, a theme that resonates throughout his professional life. With over 20 years of experience in the financial sector, he combines professional expertise with a genuine commitment to serving his clients. Through Apogee Wealth Management, Ed helps clients navigate complex financial landscapes, ensuring they have the knowledge and strategies needed to achieve their long-term goals.
His holistic approach to wealth management focuses not only on investment strategies but also on the emotional and psychological aspects of financial decision-making. Ed understands that financial health is intertwined with personal values and life goals. By taking the time to listen to his clients and understand their unique situations and aspirations, he tailors his advice to meet their specific needs, fostering a sense of trust and partnership.
Alongside his wife, Melissa, Ed raises their five children with values rooted in health, fitness, and personal growth. Family is at the core of his life, and he believes in leading by example. Whether cheering on their kids at football, track, basketball, or gymnastics events or fostering meaningful connections through his work, Ed brings warmth, care, and encouragement to everything he does. He actively part…
Zac Truman
Zac Truman is a finance and MBA graduate from the Mike Ilitch School of Business at Wayne State University. He is a former All-American student-athlete and served as the team captain for the Wayne State University Cross-Country team. Currently, Zac works as an associate advisor at Apogee Wealth Management, where he utilizes his financial expertise to work in conjunction with the wealth management team, helping families achieve their financial goals.
An avid marathoner, Zac recently completed his first Boston Marathon. He enjoys spending quality time with his family and friends and is passionate about outdoor activities, distance running, and is a proud Detroit Pistons supporter. He is committed to personal and professional growth, continuously striving to enhance his skills and provide exceptional service to the families we serve.
Nicole St.John
Nicole St. John brings over a decade of experience in marketing, operations, and project coordination to her role at Apogee Wealth Management. With a sharp eye for detail and a passion for strategic organization, she plays a key role in streamlining internal operations, enhancing client engagement, and driving marketing efforts across both Apogee Wealth Management and Apogee Wealth Academy.
Nicole’s diverse background spans multiple industries—from automotive to financial services—giving her a flexible and thoughtful approach to solving problems and executing ideas. She’s passionate about creating meaningful connections with clients and helping bring financial education to families through impactful communication and well-organized events.
Outside of work, Nicole enjoys spending time with friends, cooking, sewing, and getting lost in a good book. She’s a former equestrian and still carries the values of discipline and perseverance from her time in the saddle. Nicole is happily married to her wonderful Yooper husband, Kyle, whose creativity and love for handmade craftsmanship inspire her daily.
Melissa Harris
Melissa provides administrative support for Apogee Wealth Management. She has an extensive background in the financial industry, having held management positions at several firms. She most recently provided consulting services to successful mortgage firms. She is an amazing wife and mother (just ask her husband).
Strategic Partners with Bison
The following team members are strategic partners with Bison Holdings.
Brad Ball
Brad is a founding member of Bison Holdings and a 35+ year veteran in the Wealth Management industry. Brad currently focuses on the strategic direction and growth of Bison. Previously, Brad was the CEO of Perimeter Capital Management and CEO/Portfolio Manager for Liquid Strategies. He also served as Executive Vice President of a 70-billion-dollar investment advisory firm, Trusco Capital, owned by SunTrust Bank. Brad began his career with Empower Financial where his responsibilities grew to Senior Vice President. His entire career has been dedicated to the Institutional and High Net Worth marketplace.
Brad has a passion for creating innovative strategies designed to deliver defined outcomes for investors. During his tenure in the wealth industry, he has served on various Mutual Fund, Hedge, and ETF boards and been a Director with several industry organizations. He has been a featured speaker at industry conferences, as well as a guest on multiple investment shows including Bloomberg, Yahoo Finance, TD Ameritrade, and the NYSE. Brad graduated with a finance degree from Oklahoma State University. He and his wife Lisa have five grown children and live in Atlanta, GA where they enjoy volunteering for various philanthropic organizations.
Greg Wright
Greg Wright offers an exceptional depth of knowledge in taxation and financial planning, perfectly complementing BrookHaven’s holistic approach to wealth management. As a CPA and experienced financial strategist, Greg’s focus on integrated tax and financial strategies aligns seamlessly with BrookHaven’s commitment to delivering tailored solutions. His proven expertise supports BrookHaven’s mission to empower clients with proactive and informed financial guidance. Greg is currently CEO for Bison Advisors, LLC and Managing Director of BrookHaven.
Victor Wilkerson
Victor Wilkerson is a highly experienced financial planner and wealth strategist, bringing over 20 years of expertise to his partnership with BrookHaven. As a Certified Financial Planner® and Chartered Financial Consultant, Victor specializes in tax strategies, estate planning, and trust consulting. His comprehensive skill set and focus on delivering customized financial strategies align perfectly with BrookHaven’s mission to provide clients with the highest level of service and expertise.
Justin Boller
Justin serves as the Chief Investment Officer for Bison, where he chairs the investment committee, and oversees research, portfolio construction, and implementation. Justin began his investment career at Invesco in the late 1990s where he had roles with the firm’s Global Equity, Global Asset Allocation, and Quantitative Equity teams. In 2014, Justin joined Advocacy Wealth Management, LLC to focus on the wealth management aspect of the business. There, he served as Chief Investment Officer, introducing firm-level portfolio solutions and expanding access to custom strategies for clients. Justin is a founding partner at Bison and serves on the firm’s management committee.
Justin graduated from Wake Forest University and has earned the Chartered Financial Analyst (CFA) designation. He is an avid golf, tennis, and pickleball player and enjoys learning through the experiences of travel. He lives in Atlanta, Georgia with his wife and two children and is an active member of the community serving on various boards and committees.
Strategic Partners with Brookhaven
The following team members are strategic partners with Brookhaven.
Blake Schaper
Blake Schaper brings a unique blend of expertise in tax planning, financial analysis, and real estate investment to his partnership with BrookHaven. As a Certified Public Accountant (CPA) and Chartered Trust and Fiduciary Advisor (CTFA), Blake combines his tax expertise with innovative strategies for managing complex financial and investment needs. His distinguished military background and leadership roles in the financial and real estate sectors make him a trusted advisor for BrookHaven clients seeking comprehensive wealth management solutions.
Lisa Davis
With over three decades of experience, Lisa Davis is a key strategic partner with BrookHaven, offering expertise in tax planning and business advisory services. A seasoned CPA and accomplished educator, Lisa’s extensive background includes real estate tax strategies, entrepreneurship, and academia. Her dedication to delivering tailored financial solutions strengthens BrookHaven’s ability to serve a diverse and complex clientele, ensuring clients benefit from her deep industry knowledge and strategic insights.
Crystal Henry
Crystal M. Henry, Esq. is a Senior Estate Planning Attorney with BrookHaven Legal. Her primary daily practice includes crafting custom-tailored estate plans for her clients, centered around asset protection, generational wealth planning, and privacy.
Prior to joining the BrookHaven team, Crystal was a litigation attorney, focusing on real estate, foreclosure, and probate litigation. Crystal applies this experience to her work with BrookHaven by crafting air-tight trust and estate documents to ensure they can hold up against litigants and creditors.
Crystal grew up in Brentwood, Tennessee, and attended college at Middle Tennessee State University, where she majored in Political Science with a Pre-Law concentration. She attended Belmont University College of Law in Nashville, Tennessee, where she was a member of the Moot Court competition team, and a Dean’s Cup Appellate Argument Competitor.
Aside from her work as an attorney, Crystal has also been a professor of undergraduate pre-law paralegal studies at Nashville State Community College since 2021. She teaches legal writing, civil litigation, real estate law, and family law courses to aspiring legal professionals in her community.
In all stages and facets of her career, Crystal has taken a client-first approach, focusing on clear and frequent communication with her clients, and prioritizing client involvement with a thorough explanation of all documents being drafted and executed for each client’s individual estate needs.
Our Core Values
At Apogee Wealth Management, accountability is a two-way commitment, and we hold every team member to the highest standard. Our values shape a culture of Limitless Standards, where we perpetually strive for excellence. Everyone Wins defines our collaborative ethos, embracing individuality while rejecting mediocrity. Urgency is addressed proactively, and Aiming Small to Miss Small keeps us laser-focused on our core proposition. Going All The Way is our creed—no shortcuts, only thorough and complete service for the families who trust us with their wealth. These principles are not just words; they embody the essence of Apogee. Our principles are not just words.
At Apogee, accountability is a shared commitment between us and the families we serve. Our values guide everything we do, ensuring that every decision and action reflects the highest standard of integrity. We hold ourselves and each other to these standards because our clients deserve nothing less.
Our commitment to excellence goes beyond meeting expectations—we continually push ourselves to set new ones. For the families we serve, this means relentless dedication to raising the bar in service and value. At Apogee, “good enough” is never an option; we’re always striving for better.
We believe success is personal and unique to each individual, whether it’s a team member or a client. At Apogee, we foster an environment where everyone’s goals are celebrated, and collaboration ensures collective success. When one of us thrives, we all thrive, creating a culture of excellence and shared victories.
We’re dedicated to maintaining efficient processes that prioritize what truly matters to our clients. Emergencies are rare because we focus on preparation and proactive solutions, ensuring that we’re ready to address urgent needs without compromising quality or service.
At Apogee, we maintain laser focus on delivering exceptional value and service to the families we serve. Every decision is carefully evaluated to ensure alignment with our core priorities and client goals. Staying true to our mission means avoiding distractions and keeping the bullseye in sight.
For the families who entrust us with their wealth, shortcuts are never an option. At Apogee, thoroughness and attention to detail are at the heart of everything we do. We are dedicated to seeing every task through to completion, ensuring that no stone is left unturned in our commitment to your financial success.