Building Relationships on Generations of Trust
At Apex Wealth Solutions, we believe that true wealth goes beyond numbers. It’s about family, purpose, and the ability to create lasting impact. Founded by Andrew Dinkelmeyer, Apex serves as a trusted partner to a select group of families, physicians, entrepreneurs, and landowners across the country — many of whom have been clients since Andrew began his career. Our name reflects our commitment: to operate at the apex — the top — of client service, communication, and financial strategy.
Rooted in values of clarity, family, and long-term alignment, Apex Wealth Solutions is more than a firm — it’s a relationship built on generations of trust.
Our Team
– exemplifying industry-leading expertise and dedication –
Together, our team benefits from 3 Chartered Financial Analysts (CFAs) and 2 dedicated trading desks, ensuring a comprehensive approach to investment management. Our team & their advanced technologies, proprietary research and cutting-edge rebalancing software, are positioned as a leader in delivering superior investment strategies and service.
Andrew J. Dinkelmeyer
CEO/Portfolio Leader
With over 15 years in the financial service industry and spanning 2 coasts, Andrew has had an opportunity to gain experience in multiple areas of wealth management. He uses the knowledge and experience obtained throughout that time to help clients navigate their complex financial planning needs. He believes that wealth management goes beyond numbers and takes the time to gain a deep understanding of his client’s needs and values to formulate a plan truly customized to the client and their family.
Andrew formed Apex Wealth Solutions on the foundation of the values of Family, Trust, and a Level of Service often only received by some of the wealthiest families in the country. This level of detail ensures that clients gain a clear understanding of not only what their plan is, but the why and how behind it. Andrew prides himself on consistent communication with his clients and is able to make the most complex planning strategies understandable. He lives in Scottsdale Arizona with his wife Lisa and his son A.J.
Mark Tucker, CFA®
Chief Investment Officer
As Chief Investment Officer, Mark is responsible for the research coverage of all sectors in our portfolios as well as the day-to-day oversight and management of trading. He has extensive experience creating and managing equity and total portfolio strategies, in addition to managing taxable assets and developing strategies to minimize taxes with the opportunity to enhance returns.
Mark has over 23 years of investment experience and 19 years of discretionary portfolio management experience. Most recently he managed over $1 billion in high-net-worth client portfolios comprised of individual equities, fixed income securities, exchanged traded funds and mutual funds.
Mark is a holder of the right to use the Chartered Financial Analyst® designation, receiving his charter in 2005. A Chartered Financial Analyst (CFA®) charter is a designation given to those who have completed the CFA® Program and completed acceptable work experience requirements. The CFA® Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning.
David Summers, CFA®
Portfolio Manager
David serves as Co-Chief Investment Officer, developing fixed-income strategies. He specializes in fixed-income trading and portfolio implementation, high-level analytics, closed-end fund research and trading. David has worked in the industry for over 25 years and has been a featured speaker at numerous conferences, sharing his expertise and articulating the firm’s strategies to a wide variety of audiences.
Mason King, MsF
Portfolio Manager
Mason serves as a Portfolio Manager and is actively involved in portfolio construction, portfolio research, trade execution, and client advising. His responsibilities span multi-asset portfolios, with experience across equities, fixed income, and alternatives.
Richard Sands
Advisor
Richard graduated from Texas Tech University’s Rawls College of Business with his Bachelor of Business Administration in Finance and Business Economics. He has over 10 years of experience working with affluent clients and their families, providing expert advice on various financial matters that align with their unique needs and aspirations. Richard previously worked internally with Private Banking client segments of major financial institutions. He lives in DFW, Texas with his wife Emma and their two kids Connor and Evie.
Richard holds his FINRA Series 6, 7, 63, 65 Securities Licenses, and his Life & Health Insurance License.
Joseph B. Patire
Head of Fixed Income Trading
Gary Schwartz
CCO
Ross Nelson
Portfolio Manager
Shane Carpenter
Portfolio Manager
Heather Pennington
Chief Marketing Officer
Heather loves all things marketing and business with over 20+ years of experience. She has been involved on many projects throughout the U.S. including the division 1 Football rollout at Kennesaw State University, Cobb Home of the Braves, along with many other local and national marketing projects. She graduated with her B.A from Kennesaw State University in 2001 and completed her MBA, December 2016 from Kennesaw State University. She was accepted into the Doctorate program at KSU in 2017. After studying in Cuba April 2015, Ms. Pennington wrote a white paper on How US Companies Should Approach Marketing in Cuba Post Embargo and was awarded a Global Engagement Certification for her work. She joined Apex Wealth Solutions as the Chief Marketing Officer and has two children, her daughter 25 and son who is 20.
