Bob Ruelle leads the strategic direction of the financial planning team at Apollon Wealth Management, enhancing services and supporting advisors in delivering exceptional client experiences. He focuses on managing key relationships, developing training programs, and optimizing processes to drive growth and efficiency in the planning department.
Outside of Apollon, Ruelle is a member of the Financial Planning Association and the Milwaukee Estate Planning Forum. He has also served on the National Conference Planning Committee for the National Association of Estate Planning Councils (NAEPC) for the past several years and is a member of the NAEPC board of directors.
Basing financial advice on clients' holistic financial picture, rather than specific needs in isolation, makes for stronger and more sustainable results.
