David Roche and Eric Soiland both have more than 31 years of investment experience and currently manage (as of 9/1/2020) over $250 million dollars for individuals and business owners located throughout the United States.
David received his Bachelor of Arts degree from the University of Pacific (Stockton, CA) in 1988 and Eric graduated from California State Lutheran with a degree in business administration.
Both have extensive training in building investment portfolios, asset allocation, college and retirement planning, income generation strategies and tax efficient investments. They hold all security registrations and insurance licenses applicable to their position, which allows them to offer complete investment services to their valued clients.
They are joined by Senior Registered Client Associate Patricia Castro with over 30 years of experience and Sharlet Briggs, Client Services Manager, who provide Apex clients the first class service they deserve.
Integrity. Experience. Service.