Built for Athletes.
Dedicated to Families.

You focus on the game. We protect your financial future.

Built for Athletes.
Dedicated to Families.

You focus on the game. We protect your financial future.

PLAY HARD, REST EASY

We’ll coordinate your off-field finances—investments, insurance, legacy planning strategies—so you stay sharp on game day.

For Parents

Help your kid stay focused on the game, worry-free.

For Athletes

Make the most of every moment along the way.

We’re here to help you work toward just that.

What we do for you

Every family, every player, every coach, every scout has their own needs. Our job is to support the off-field details.

For Parents

You’ve done the road trips and late nights

You’ve done the road trips and late nights. Now the draft is here—big money, big contracts, big risks. We coordinate financial matters like insurance and planning strategies so you can cheer without worrying about what’s slipping through the cracks.

For Athletes

All you want to do is play ball

You don’t want tax meetings or family fights over a car. You want freedom without mistakes. We’re here to support the financial details so you can focus on the game.

From financial planning and insurance to coordinating with your other professional advisors, we help support the important details so your family can focus on what matters most.

Who We Are

We know the first question every family has is, “Can we trust these people?” That’s why we don’t just tell you what we do—we want you to vet us.

Apogee was built by people who have lived this life from every angle:

  • A former professional athlete who knows exactly what it feels like to chase the show, handle the pressure, and face the off-field noise.

  • Seasoned wealth management team who has guided families for decades, with roots deep in the baseball world.

  • A team that blends both worlds—bringing together experience in sports and finance to help you plan confidently for the future.

We’re not here to sell you. We’re here to earn your trust by protecting your family the way we’d protect our own.

Meet the Team

Play with Heart.
Rest with Confidence.

From financial planning to navigating life beyond the game, we help coordinate the off-field details so you can focus on what matters most.

Schedule a Call

Play with Heart. Rest with Confidence.