CHARLESTON, S.C.–(BUSINESS WIRE)–Apollon Wealth Management (“Apollon”) is pleased to announce that Matthew Jahn has joined the firm as Sr. Case Designer.
Matt, a former VP of Insurance Product Management at Wells Fargo Advisors, brings over 20 years of Life, Annuity, Long-Term Care, and Disability Insurance experience to Apollon. Prior roles also included actuarial work, developing new life insurance products and providing client facing point-of-sale support. He has also been involved in life and annuity insurance pricing, managed competition sales units, and has overseen advanced planning units for insurance companies. His passion when it comes to life insurance resides in helping clients and advisors understand the intricacies of the products they are working with.
“We are excited that Matt has joined Apollon,” stated Jeff Carlson, Founding Partner of Apollon, adding “Life insurance is one of the most mismanaged financial assets and Matt’s product expertise deepens the planning relationship and helps our advisors and clients implement strategic decisions to achieve their goals.”
Matt studied math and physics at the Indianapolis campus of Indiana University where he earned his bachelor’s degree. He has also obtained his Chartered Life Underwriter and Chartered Financial Consultant designations from the American College of Financial Services as well as his Certification in Long-Term Care Planning.
About Apollon Wealth Management
Apollon Wealth Management, LLC is a collaborative and transparent financial planning firm focused on aligning client’s goals of growing and preserving their hard-earned wealth. Apollon set out to change the retail model for investments away from a focus on product to one that is client-directed driven by a comprehensive financial plan. With exceptional white glove service, Apollon has created an independent organization with the sole mission of enriching the lives of others through concerted financial planning and guidance.
With passion and purpose, Apollon has created a destination platform for advisor independence built with a seamless transition process for clients. Driven to expand the firm’s footprint, Apollon possesses an open architecture environment and a centralized back-office that unifies advisor integration, onboarding and acquisition. Apollon has offices in North and South Carolina, Georgia and Oregon and continues to look for strategic partners nationwide. To learn more about Apollon, visit their website at www.apollonwealthmanagement.com.
Contacts
Jeffrey Carlson
Apollon Wealth Management, LLC
[email protected]
704-323-5074
