Our Qualifications

David Roche has more than 30 years of investment experience and currently manages over $200 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.  He holds all security registrations and insurance licenses applicable to his position, which allows him to offer complete investment services.

He has extensive training in building investment portfolios, asset allocation, college and retirement planning, income generation strategies and tax advantaged investments.

He is joined by Senior Registered Client Associate Patricia Castro with over 29 years of experience and Sharlet Briggs, Client Services Manager, who provide Apex clients the first class service they deserve.

Integrity. Experience. Service.