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Office Information


(920) 320-1906


(877) 200-8802


Office hours:

Mon–Thurs: 9 a.m. to 5 p.m., Fri: 9 a.m. to 3 p.m.
Office directions: Turn into parking lot #1 (east side of building), veering toward the adjacent parking lot to your left. There are reserved spots facing the windows on the east side of the building you are welcome to use. Please note we share offices with the Great Lakes Advisory Group, so their signage is on the door. When you enter the first glass doors, the door to enter Apex Financial Group will be on your immediate left.


For additional information on professional designations and the requirements to earn them, visit

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.