ABOUT US
We help manage the off-field details so you can focus on the dream.
Apogee offers a wealth management experience built for athletes and the people who support them. Our role is to simplify the complex, help protect what matters, and help translate short seasons into long term financial strategies.
ABOUT US
We help manage the off-field details so you can focus on the dream.
Apogee offers a wealth management experience built for athletes and the people who support them. Our role is to simplify the complex, help protect what matters, and help translate short seasons into long term financial strategies.
This is who we are
Because chasing the dream takes a team—and we’re here to support the journey.
Handle the off-field essentials
Support your goals, decisions, and your future.
Speak clearly, plan wisely, show up like a true teammate.
About Bob
ROBERT VONA
Bob Vona is a seasoned financial strategist and trusted professional with more than three decades of experience helping individuals and families make confident, well-informed financial decisions. As a Managing Partner at Apogee, Bob focuses on protecting wealth, simplifying financial lives, and supporting long-term success for high-performing clients and their families.
Early in his career, Bob spent time playing competitive baseball—an experience that shaped his approach to preparation, accountability, and performing under pressure. Those lessons continue to guide his practice today, particularly when working with individuals who value structure and long-term protection.
Since 1989, clients have chosen Bob for his depth of knowledge, steady leadership, and genuine commitment to their goals. He began his financial services career at Bentley University and went on to hold leadership roles with New York Life Insurance Company, AIG, Bank of America, CNA-Viaticus, and Citi/Smith Barney. He later founded and operated an independent Registered Investment Advisory practice, giving him a broad perspective across both institutional and independent models. Bob holds the Accredited Investment Fiduciary® (AIF®) designation and is a former board member of Brain Balancing of Greater Boston.
At Apogee, Bob brings steady leadership, strategic insight, and an unwavering commitment to helping clients make smart, confident financial decisions—so they can stay focused on their goals, both on and off the field.
Need someone who’s been where you are?
About Pratik
Pratik Patel
Pratik Patel believes that success on the field is strongest when life off the field is fully supported. As a Managing Partner at Apogee, his focus is help ensure that athletes and their families have the structure, guidance, and confidence they need—so they can stay focused on what matters most. His ability to foster and cultivate relationships ensures resources are readily available.
Having witnessed athletes close to him rise quickly through the ranks without the right financial guidance, he saw firsthand how momentum and opportunity can quickly turn into stress and uncertainty without the right team in place. That experience helped shape Apogee’s mission: handling the details, decisions, and complexities behind the scenes so families can move forward with clarity.
Pratik brings a diverse professional background spanning UBS, MassMutual, and strategic roles within high-growth organizations, combining financial expertise with a thoughtful, human-centered approach. He is known for making complex concepts feel approachable, turning strategy into calm, and bringing perspective—and often humor—into every conversation.
Outside of work, Pratik enjoys time at the ballpark, on the golf course, and connecting with families and communities around youth sports.
Got questions? I’ve probably got a story that answers them.
About Sam
SAMANTHA VONA
Sam Vona has built her career around a simple but powerful belief: when life changes, people deserve clarity, confidence, and care. At Apogee, she works closely with athletes and their families to help them stay organized, protect their wealth, and move forward with financial confidence—both during peak earning years and long after.
Sam helped build a nationwide, collaborative model designed to simplify complex financial decisions by bringing together trusted professionals under one coordinated approach. That same spirit of collaboration and empowerment defines her work at Apogee, where she focuses on helping families turn success today into long-term security and legacy.
Known for her warmth, patience, and ability to put people at ease, Sam blends financial insight with genuine empathy. Clients appreciate her steady presence and her ability to simplify complex situations without losing sight of what matters most.
Outside of work, she enjoys Pilates, yoga, traveling, exploring local farmers’ markets, and spending quality time with her family.
At Apogee, Sam provides calm guidance, trusted support, and a people-first approach designed to help families thrive well beyond the spotlight.
Let’s talk about what peace of mind actually looks like for you.
About Glenn
GLENN CRAWFORD
With nearly 15 years of experience in financial services, Glenn helps individuals and business owners turn hard-earned success into lasting financial security. His holistic approach focuses on coordinating tax-efficient income strategies, preserving wealth, and creating financial plans that evolve as life and business change.
Glenn brings a unique perspective shaped by both entrepreneurship and athletics. He earned his degree in General Business Administration from Arizona State University’s W. P. Carey School of Business, where he also competed as a member of ASU’s undefeated Fiesta Bowl championship football team and was later inducted into the ASU Athletics Hall of Fame. The discipline, teamwork, and resilience developed during his time in athletics continue to inform his approach to his practice today.
Before entering financial services, Glenn founded and led a national IT consulting firm, gaining firsthand experience in building and scaling a business. He now applies that insight to help clients grow, protect, and transition successful enterprises, including the design of employer-sponsored retirement plans and customized financial strategies. At Apogee, he delivers steady guidance, clear strategy, and a long-term focus on outcomes that matter.
Let’s talk about what peace of mind actually looks like for you.
About Bob
ROBERT VONA
Managing Partner, Apogee
Plays Best When: The family needs both experience and heart.
Game Plan: Former pro ballplayer turned financial strategist—now helping athletes protect their future on and off the field.
Past Teams: Vesta, Banc of America Investments, Stone Street Financial
Off the Field: Coaching youth teams, exploring new restaurants, and mentoring young athletes.
Quote: “Life lessons start between the lines and carry far beyond them.”
Before helping families navigate financial transitions, Bob lived one—on the baseball field. A former professional player turned financial strategist, he knows exactly what it takes to perform under pressure and plan for what comes next.
After hanging up his cleats, Bob spent more than two decades guiding clients through major life changes, from managing wealth to rebuilding after divorce. As co-founder and CEO of Vesta, he built a national network dedicated to helping families make smart, confident decisions during transition. That same philosophy drives his work at Apogee: helping athletes and their families protect their wealth, simplify their lives, and stay focused on the dream.
Known for his energy, empathy, and straight talk, Robert brings the same leadership he once showed on the field to every family he works with: steady, strategic, and always in their corner.
When he’s not meeting with clients, you’ll find him near the diamond, mentoring young players, hiking local trails, or grilling with family and friends. For Robert, the best lessons in life still start between the lines.
Need someone who’s been where you are?
About Pratik
Pratik Patel
Managing Partner, Apogee
Plays Best When: The stakes are high and the family needs a plan.
Game Plan: Turns financial chaos into calm, helping families protect what matters most.
Past Teams: UBS, MassMutual, Vesta, MDRevolution
Off the Field: Weekend golfer, loyal fan, dad on the sidelines.
Quote: “We handle every single everything, so you can focus on the dream.”
Pratik believes success on the field only works when life off the field is under control. He’s here to make sure families have both.
After watching a close family friend rise through the ranks without the right guidance, he saw how quickly the excitement of “making it” can turn into confusion and pressure. That moment lit the spark for Apogee, a firm built to handle every single everything so athletes and their families can focus on what they love most.
With a career spanning UBS, MassMutual, and strategy roles at Vesta and MDRevolution, [Name] brings deep financial expertise with a human touch. He’s known for making complex things feel simple, for turning strategy into calm, and for bringing a little humor into every meeting.
Off the clock, you’ll probably find him at the ballpark, on the golf course, or talking shop with parents in the stands.
Got questions? I’ve probably got a story that answers them.
About sam
SAMANTHA VONA
Managing Partner, Apogee
Plays Best When: Life gets complicated and families need clarity.
Game Plan: Co-Founder of Vesta, she brings empathy, strategy, and structure to every family’s financial journey.
Past Teams: Vesta, Strategic Divorce Planning
Off the Field: Pilates fan, farmer’s market regular, and lifelong learner.
Quote: “Clarity and confidence—that’s the win that lasts.”
Sam has built her career around one core belief: when life changes, people deserve clarity, confidence, and care.
As co-founder of Vesta, she helped pioneer a nationwide network that supports families through major life transitions, bringing together financial, legal, and emotional experts to simplify the most complex moments. That same spirit of collaboration and empowerment defines her work at Apogee, where she helps athletes and their families protect their wealth, stay organized, and move forward with peace of mind.
Known for her warmth, focus, and ability to make anyone feel at ease, Sam blends financial expertise with genuine empathy. She’s passionate about helping families not only manage success but sustain it, turning short careers into long-term security and legacy
When she’s not guiding clients, you’ll find her at a Pilates class, exploring local farmer’s markets, or catching a game with her family. For Sam, life’s best moments happen when purpose and people come together.
Let’s talk about what peace of mind actually looks like for you.
About Glenn
GLENN CRAWFORD
CFO, Apogee
Fit: High performers focused on turning success today into lasting security.
Feel: Disciplined, forward-looking, and built for durability—not short-term wins.
Look: Strong foundation. Smart execution.
Game Plan: Coordinates tax-efficient income strategies that transform momentum into long-term financial security.
Off the Field: Former ASU football player, entrepreneur, lifelong student of the game—on the field and in business.
Quote: “Built to perform long after the spotlight fades.”
With nearly 15 years of experience in financial services, Glenn helps individuals and business owners turn hard-earned success into lasting financial security. His holistic approach focuses on coordinating tax-efficient income strategies, preserving wealth, and creating financial plans that evolve as life and business change.
Glenn brings a unique perspective shaped by both entrepreneurship and athletics. He earned his degree in General Business Administration from Arizona State University’s W. P. Carey School of Business, where he also competed as a member of ASU’s undefeated Fiesta Bowl championship football team and was later inducted into the ASU Athletics Hall of Fame. The discipline, teamwork, and resilience developed during his time in athletics continue to inform his approach to his practice today.
Before entering financial services, Glenn founded and led a national IT consulting firm, gaining firsthand experience in building and scaling a business. He now applies that insight to help clients grow, protect, and transition successful enterprises, including the design of employer-sponsored retirement plans and customized financial strategies. At Apogee, he delivers steady guidance, clear strategy, and a long-term focus on outcomes that matter.
Let’s talk about what peace of mind actually looks like for you.
Because chasing the dream takes a team—we’re here to help you plan for the future.
Play with Heart. Rest with Confidence.