We at ADIFO™ strive to share our extensive experience, competence network, and bespoke solutions with like-minded families and qualified individuals on a global basis.
We at ADIFO™ strive to share our extensive experience, competence network, and bespoke solutions with like-minded families and qualified individuals on a global basis.
We at ADIFO™ pride ourselves on our client focus and the strong relationships we develop with individuals, families and institutions. ADIFO ™ assures that client interest and transparency are always placed first.
Founding Partner of Adi Dassler
International Family Office
Wealth Management Advisor of
Apollon Wealth Management
With more than 33 years of experience advising wealthy individuals and their families. Allen addresses client finances comprehensively and holistically, from managing portfolios to managing risk. He serves as primary family advisor, coordinating activities with attorneys, bankers and other family advisors. While based out of Tampa, Allen serves clients in multiple locations across the United States and abroad, and travels to meet with clients in person on a regular basis.
Previously, Allen was a Director, Client Advisor at Alex Brown. He earned a BS from the Honors College at the University of South Carolina and an MBA in finance from the University of South Carolina. In 2018 Allen joined the Bridge Angel Investor Group in Sarasota Florida after spending several years as a member of the Atlanta Technology Angels Group.
Partner, Chief Administrative Officer of Adi Dassler International Family Office
Kim brings more than 30 years of Financial Industry experience to the Adi Dassler International Family Office. Her primary responsibilities involve handling all operational, administrative, and service matters for the clients as well as managing client relationships for the practice. Her licenses include: FINRA series 7, 8, 63 and 65. She earned a Bachelor of Art’s degree in Speech Communication from the University of Georgia in Athens.
Kim’s hobbies and interests include traveling, reading, sports and spending time with her family.
SENIOR FAMILY OFFICE ADVISOR ADI DASSLER INTERNATIONAL FAMILY
Josh has been in the financial services industry for more than 20 years and has spent the previous 15 years assisting clients in developing comprehensive wealth management plans that integrate investment strategies with retirement and wealth transfer objectives.
Josh earned BS degrees from the University of Florida in Finance and Marketing. He also earned his Certified Financial Planner® designation in 2009 and Certified Private Wealth Advisor® designation in 2010
FOUNDER/CEO APOLLON WEALTH MANAGEMENT PARTNER ADI DASSLER INTERNATIONAL FAMILY OFFICE
Michael J. Dolberg is the CEO and a Founding Partner at Apollon Wealth Management, a collaborative and transparent financial planning firm focused on aligning client’s goals of growing and preserving their hard-earned wealth. Upon conception, Apollon set out to change the retail model for investments away from a product platform to one that is 100% client driven. With exceptional white glove service, Michael has executed the founding partners’ vision of creating an independent organization with the sole mission of enriching the lives of others through concerted financial planning and guidance.
PARTNER ADI DASSLER INTERNATIONAL FAMILY OFFICE
Wesley Davis is a native of Winston-Salem, NC. He has lived, studied, and worked in Massachusetts, France, Texas, Georgia, California, Chile, Argentina and China. He is fluent in Spanish, proficient in French, and has basic Portuguese skills.
Wesley served as Director & Client Advisor at Alex Brown (formerly Deutsche Bank, now a division of Raymond James) from 2008 to 2023, where he managed investment portfolios for private and institutional clients. He previously worked with RBC in a similar capacity. Prior to that, he held sales and marketing positions with Aon, Nextel and several other consulting firms. He has also taught English in a number of capacities.
Wesley is a proud graduate of Groton School, Davidson College (BA) and holds an MBA from the Goizueta Business School at Emory University.
He is married to a lovely Argentine and is the proud father of two boys (currently 11th and 8th grade).
His interests include (but are not limited to): music, film/cinema, exercise, hiking, golf, racket sports, reading, politics and gourmet cooking.
Active in the community, he is the current Chair of the Board of Trustees of the Summit School; Immediate Past-Chair of the Board of the YMCA of NWNC; a member of the Governor-appointed NCWorks Commission for the State of NC; and a member of the Rotary Club of Winston-Salem.
SENIOR RELATIONSHIP MANAGER ADI DASSLER INTERNATIONAL FAMILY OFFICE
Jeff joined Alex Brown in 2007 as a Senior Registered Client Relationship Associate. Before becoming full-time, Jeff interned for two years. Jeff has a B.S. in engineering science/management of technology from Vanderbilt University and holds Series 7 and 66 registrations. Jeff has excellent analytical skills, a solid background in technology, and is adept at portfolio modeling. He is married and has a son and daughter.
WEALTH MANAGEMENT ADVISOR ADI DASSLER INTERNATIONAL FAMILY OFFICE
Dax joined Adifo in 2024 as a Wealth Management Advisor. Prior to entering the financial services, Dax served as third generation president of his family business from 2008 until selling the operations in 2022. As President, Dax was honored to direct the proceeds of their annual corporate golf tournament to benefit multiple regional NPOs. He continues to manage the LLC real estate holdings. Dax has a passion for educating upcoming generations in the handling and management of their wealth.
Dax earned his BS degree from Davidson College and holds FINRA Series 7, NASAA Series 63 and 65 licenses. Dax is married and the proud father of a daughter and son. He enjoys boating, reading and family trips.