Jeff Swygert, CFP®
Wealth Advisor
As a CERTIFIED FINANCIAL PLANNER® professional for more than 30 years, Jeff works closely with each of his clients to identify and develop their personal goals into an actionable financial plan. He prides himself on his high-touch approach to meeting client needs.
Jeff holds FINRA Series 7 and 63 licenses and regularly attends continuing education courses to maintain his CFP® certification. He is also a member of the Financial Services Institute and the Financial Planning Association®. He graduated from Emory University with a bachelor’s degree in history.
Outside of work, Jeff and his wife, Amy, are proud parents of two young adult daughters. He enjoys spending time with family and friends, playing basketball, reading, listening to music, and cooking.
You can check the background of our advisors on FINRA’s BrokerCheck.
Barrett Grant
Chief Strategy Officer
Barrett has more than 13 years insurance and investment experience working with both large national carriers and local independent advisories. Barrett leverages his specialized knowledge across these disciplines to support our team. Barrett also serves as Chief Operating Officer for Apex, where he leads both the strategic processes and long-term vision of the firm.
Barrett holds FINRA Series 6 and 63 licenses, as well as life, health, property, casualty, and variable insurance licenses. Barrett graduated from the University of Georgia with a bachelor’s degree in communication.
As Georgia natives and University of Georgia alumni, Barrett and his wife, Beth, are lifelong Georgia Bulldogs fans. They are also proud parents of Harper and Harrison. Beth and Barrett are active with Trinity Anglican Church, YoungLife, and Atlanta Classical Academy. When not working, Barrett enjoys time spent with friends and family, golf, reading, hunting, being outdoors, and tending to the beehives he keeps at his Westside Atlanta home.
You can check the background of our advisors on FINRA’s BrokerCheck.
Felix Gumina, AIF®
Wealth Advisor
Felix offers clients over 30 years of experience as a wealth advisor, focusing on comprehensive strategies to maximize results as he seeks to meet or exceed his clients’ goals. As the Chief Investment Strategist for Apex, Felix leads our investment committee, focusing on building customized, tax-advantaged portfolios.
Felix holds FINRA Series 7, 24, 63, and 65 licenses. He also holds an Accredited Investment Fiduciary® Designation.
Felix graduated summa cum laude from Georgia State University with a Bachelor of Science degree. Prior to his career in financial services, Felix served 10 years in the United States Marine Corps where he spent time living and traveling across Europe and the Middle East. This experience not only broadened his horizons but also instilled a global perspective that influences his investment philosophy. Felix’s passion for investment began with his first purchase on October 1, 1987. Shortly thereafter, the market crashed on October 19, 1987. This infamous early experience was pivotal in shaping his lifelong dedication to investment strategies and portfolio protection.
Outside of work, Felix and his wife, Angie, enjoy traveling, cooking, biking, and reading. Felix is also an active member of a book club with Jeff and Barrett, which started in 2015. Together, this diverse group of seven has read over 94 books and counting.
You can check the background of our advisors on FINRA’s BrokerCheck.
Michelle Nyman
Senior Paraplanner
Michelle has dedicated her 20+ year career to providing exceptional customer service to clients in the financial services industry. She has extensive insurance and investment experience.
Michelle holds a FINRA Series 7 license and an Insurance and Variable Annuity License. She graduated from the University of Cincinnati with a degree in Applied Business.
Michelle and her husband, Gary, are proud parents of their five children. She enjoys the outdoors, sports, boating, and spending time with her family.
You can check the background of our advisors on FINRA’s BrokerCheck.
