In House Team
Each of our team members is wholeheartedly committed to your financial journey. Our industry-leading credentials are evidence of our firm's commitment to lifetime learning. We proudly serve clients all across the United States and are registered and licensed in over 25 states.
View our bios below to learn more about your APEX team.
Hailing from a small, rural town in Missouri, Brian grew up spending many days being active, enjoying nature and working outdoors. His upbringing steeled within him values of growth, integrity and stability.
Brian attended University of Missouri – Columbia and earned a degree in Engineering, the field in which he started his career. While working in product development, managing operations and software installations for major utility providers in St. Louis, Brian was raising a family and also earned an Master’s degree with a financial emphasis at St. Louis University.
Brian had a desire to continue a career path in which he connected with people more personally as well exercise his leadership abilities and business acumen. This desire ultimately led Brian to Northwestern Mutual in 2003. The financial knowledge and market experience Brian has obtained over the last 20 years stirred a vision to build a firm that expertly serves clients presently and for generations ahead.
As the lead visionary and co-founder of APEX Wealth Advisors, Brian advises clients in all areas of financial planning and continues to be passionate in his vision of an enduring, everlasting firm that helps clients achieve their vision of financial success.
Brian holds his Series 7, 6, 63 registrations and is a Chartered Financial Professional®, Chartered Life Underwriter® and his MBA.
Brian is still an avid outdoorsman who loves hiking and spending time with his family.
Matthew Collier , RICP®
Wealth Management Advisor
Matthew Collier , RICP®
Wealth Management Advisor
After serving 4 years of active duty in the United States Army, Matt attended the University of St. Louis and completed his degree at Webster University. Having grown up in St. Louis, Matt has an appreciation of many of the wonderful things it has to offer. Matt spent 10 years of his early career helping multiple venues in the city of St. Louis successfully launch. It was in 2012 that Matt was introduced to and began a career with Northwestern Mutual.
Over the last 10 years in wealth management, Matt has taken great pleasure in connecting with clients and helping them to financial solutions that fit their needs. Matt’s unwavering desire to work with clients to help them pursue their financial goals led to the co-founding of APEX Wealth Management and growing it to the comprehensive firm it is today.
Matt is a RICP. He holds his Series 7, 6, & 63 registrations.
Matt and his wife, Lori, live in Webster Groves with their sons, Miles and Liam. Matt enjoys staying fit, playing drums and refining his master grilling skills. Matt considers himself a plant enthusiast with a special interest in cacti and succulents.
Shane T. OBrien , CFP®, CLU®, ChFC®, RICP®
Director of Wealth Management Services
Shane T. OBrien , CFP®, CLU®, ChFC®, RICP®
Director of Wealth Management Services
After 4 years of playing collegiate football at McKendree University, Shane worked as a finance manager & bookkeeper for a non-profit. Shane then joined Northwestern Mutual in 2014. At APEX, he assists clients in building and maintaining their financial plans and case design. Shane also supports the firm’s performance monitoring of its portfolios and individual client accounts. Shane also supports portfolio trading and tracking.
Shane is a CFP®, CLU®, RICP and ChFC® and holds his Series 7 and 66 registrations.
Shane and his wife, Katie, have two children: Kaelyn a HS student who excels at arts and theatre, and Madden a younger twin of his father who excels at athletics. In Shane’s free time, he enjoys being outdoors, coaching, fishing, camping, and making memories with friends and family!
Before joining Northwestern Mutual in 2015, Meggen worked in accounting for 7 years. Meggen became passionate about insurance as a teenager and continues to develop professionally as she continues to expand her industry knowledge. At APEX, Meggen oversees many operational and service duties to ensure clients have an exceptional experience working with our firm. Meggen is also responsible for insurance underwriting for the firm's clients.
Meggen has her CLU® designation, Series 7 and 63 registrations and Life, Health, and Long-Term Care licenses.
Meggen and her husband, Colt, spend their time with their children either participating in softball tournaments, discovering and trying new recipes together or hiking.
Miranda first joined Northwestern Mutual in 2017 as a College Intern in the Carbondale, IL office. She graduated in 2018 from Southern Illinois University Carbondale with a Bachelor’s degree in Business Management. On team APEX, Miranda builds and prepares financial plans and portfolio analyses for client meetings and services all investment accounts.
Miranda holds her RICP designation, Series 7, Series 6 and 63 registrations and Life, Health and Long-Term Care licenses.
Miranda has two dogs, Gunner and Zip. She enjoys reading, dog sitting in the St. Louis area and spending time with her family. Miranda’s favorite book series is Game of Thrones.
Mindy joined Northwestern Mutual in 2012 and worked in another prominent firm before joining APEX in 2019. Like most of our APEX team, Mindy is like a jack of all trades. Mindy typically corresponds with clients for service and scheduling, case preparation and underwriting.
Mindy holds her Series 6 and 63 registrations and Life, Health and Long-Term Care licenses.
Mindy grew up in Saint Louis where she currently lives with her husband and children. When she is not chasing around her two adorable boys, she enjoys reading, cake decorating and spending time with friends and family, especially her Golden Retriever, Watson.
Tracy started in 2005 as an Associate Financial Representative with Northwestern Mutual in downtown St. Louis. Tracy has had the opportunity to advance in different capacities within the greater organization before joining APEX in 2022. Tracy oversees marketing and assists in case preparation and providing excellent service to the firm’s clients.
Tracy holds her Series 6 and 63 registrations and Life, Health and Long-Term Care licenses.
Tracy and her family recently relocated to Wisconsin, but they remain loyal St. Louis Cardinals and Blues fans. Tracy is married with one daughter, Alison, who is attending college at SIUE and a son, Beckham, an artistic elementary school student. Tracy enjoys exploring her new community by discovering local restaurants, attending festivals and outdoor venues.