05/10/2021
Friends and Colleagues –
Today I’m excited to announce the launch of Telos Wealth Advisors!
Aristotle used the term Telos to refer to the full potential or inherent purpose of a person or thing. As a purpose-driven firm that understands how focus and intention drive results, we feel that this is the perfect name to capture our continued drive to help our clients achieve financial security.
As part of our restructuring, I am also incredibly excited to announce and thank our new business partners, Mike Dolberg and Rob Gorman, of Apollon Wealth Management. Like myself, they too got their start with Northwestern Mutual and ever since have been delivering on promises through servant leadership, a strict fiduciary standard, and a goals-driven planning process.
The new tools, capabilities, and resources that Mike, Rob, and the rest of the team at Apollon Wealth Management provide will allow us to serve our clients in a more dynamic way – and for that we are especially grateful.
As part of the terms of my separation from Northwestern Mutual, I cannot directly solicit former clients of Crump Financial Services to make the move with us. But if you are a prospective client or have questions about any of the above, you can reach me at:
• [email protected]
• (c) 336-457-6963
On a separate note, for those of you who know me well, you also know that I’m getting married this Saturday to my lovely fiancée, Taylor Zyntek, after having to delay for a year because of COVID. Due to this, if I’m not immediately available, we can reconnect during the week of the 25th. Or you can reach our team in the interim by using the same contact information listed above.
We couldn’t be more excited for this next chapter and look forward to sharing more soon!
Sam
