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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.

Brian A LaValle CFP®, CLU®, MBA, RICP®

Co-Founder and Wealth Management Advisor

Matthew Collier RICP®

Co-Founder and Wealth Management Advisor

Christian Henley CFP®, ChFC®, CLU®, RICP®, MBA

Wealth Management Advisor

Shane T. OBrien CFP®, CLU®, ChFC®, RICP®

Director of Wealth Management Services

Meggen D Illingworth CLU®

Director of Operations

Miranda Lea Meyer RICP®

Investment Specialist

Mindy Lux

Insurance Operations Specialist

Tracy Fineran

Marketing and Client Service Associate

Rachel Erin Katcher


Katie Donnelly

Director of Operations and Client Service