How we work with you

How we work with you

Apex Team Photo 3 rows of business professionals on white background

At Apex Financial Group, we pride ourselves on being a fully integrated team of professionals with expertise who utilize each other’s talents in multiple ways to help you confidently navigate your finances now and in the future. We strive to serve with objectivity, empathy and humility. 

We believe that there is no substitute for a relationship with a dependable financial advisor who communicates with you regularly. Our goal is to help you define, protect and make the most of all you’ve been given while honoring your faith, family and community values. 

Our process 

One of our top priorities is truly getting to know you and your family and taking time to understand your goals. Our holistic process enables us to provide tailored guidance for any life stage using intuitive tools and the diverse knowledge of our team. Although we provide many services, some key areas that define our process are wealth management, risk management, tax management and debt management.  

We seek strong and transparent long-term relationships. The success of your family, your personal aspirations and the legacy you want to leave for the people and causes you care about are very important to us.  

Behind the scenes 

At Apex Financial Group, we have our own operations team, including a Marketing and Events Team, Member Care Team and Wealth Management Team. 

Our Marketing and Events Team coordinates our events and literature to keep you up-to-date on what’s new with our team and Thrivent. 

Our Member Care Team schedules appointments, notifies you of important information, and checks in with you occasionally to see how things are going. 

Our Wealth Management Team provides investment management solutions and dedicated planning services. We constantly track market changes and adjust accordingly. 

Branch locations 

Although we can meet virtually, we’d love to meet with you in person if possible. Having several branch locations makes it easier for us to provide you—and your friends and family—with our personalized guidance face-to-face.