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Apex Leaders employees participating in a meeting, reflecting the company's commitment to a positive work culture.

Team

The seasoned experts at Apex Leaders empower clients to close hundreds of deals confidently each year—delivering precise-fit partners across sectors.

A happy business professional working with an Apex Leaders advisor.

Meet Our Team

To help our clients succeed, Apex Leaders fosters an award-winning culture that empowers our employees to put clients first. Our experienced client service professionals are committed to partnering with firms with a shared mission to out-perform the competition in today’s market.

Leaders That Get Results

At Apex Leaders, we believe that providing great results for our clients starts with taking care of our team members.

Our leadership team is committed to fostering a positive workplace where our private equity consultants thrive and grow their skills, providing top-notch and personalized service to clients.

Dave Myers

Founder & CEO

Dave Myers

Founder & CEO

email dave.myers@apexleaders.com

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“Give more than you take.”

Dave Myers has led Apex Leaders since its founding in 2009, keeping client-centric solutions, company culture, and innovation at the forefront of his leadership.

Dave sets the strategic direction of the Company and works to ensure Apex Leaders is prepared to help the firm’s clients develop conviction on their most critical investment considerations.

He holds a B.A. in Political Science from the University of California at Berkeley.

Outside the office, Dave enjoys running, cycling, grilling, and spending time with his wife, daughter, and son.


Three words that describe me:

Grateful, Perseverant, Energetic

What I’m most passionate about at Apex Leaders:

Trying to create an environment where people thrive professionally, build meaningful long-term relationships with their colleagues, take pride in being a part of something bigger than themselves, and genuinely enjoy perfecting our craft for our clients.

The most memorable client project I’ve worked on:

One of our clients had a company under LOI in the in-home dialysis industry. I found an individual who was formerly on the senior leadership team at the 800lb. gorilla in the dialysis industry and who had actually looked at buying the target company a few months earlier. He told the client about the likelihood of changes in Medicare reimbursement severely impacting the future revenues of the target company. It was a great example of Apex Leaders’ value proposition that the right individual can fundamentally change an investment firm’s trajectory on a live deal.

A time I’ve seen Apex Leaders’ core values in action:

Every winter we have an Apex Winter Retreat where our team members and their families go to the mountains for a weekend. One year, one team member had a client meeting in New York on the morning following the retreat. It would have been easiest for her to leave on Saturday and fly out Sunday morning, but she cared for her team and wanted to be there Saturday night to bond with everyone. So instead, she woke up early Sunday morning, drove two hours to Boise, caught her flight to New York, and probably didn’t arrive until after midnight. It was a great example of going the extra mile for the benefit of the team.

What I’m most passionate about outside of work:

I love enjoying nature with my kids. There are no screens to watch on devices and it’s personally rewarding to see what they get excited about when they’re in nature. Sometimes it’s an animal, a fallen tree that becomes a spaceship…you can just tell that they’re enjoying the beauty that surrounds them and taking it all in.

The purchase I’ve made in the last year that’s made the biggest impact on my life:

My Bose headphones. Music helps me dance through life! I also use them for meditation, to make air travel more enjoyable, and to help me consume audiobooks and podcasts.

One skill I’d like to learn:

To become as proficient on the grill as my Argentinian brother-in-law.

Patrick West

President

Patrick West

President

email patrick.west@apexleaders.com

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“Climb mountains not so the world can see you, but so you can see the world.”

Patrick West has worn most hats at Apex Leaders over the last decade. He works across all areas of the business to lead various implementations that effect both client’s and colleagues. He is passionate about integrating strategic visions into real change that create value and ensure the growth of our company culture.

Before Apex Leaders, Patrick was the volunteer lead for all youth volunteers in the American Red Cross. He credits the experience with helping him to understand the challenges of leading a large distributed team and improving his strategic thinking skills.

Patrick holds a B.A. in Psychology from UCLA.

When he’s not at work or spending time with his family, Patrick is probably running in the mountains, cycling, or taking care of the garden.


Three words that describe me:

Versatile, Problem-solver, Even-keeled

What I’m most passionate about at Apex Leaders:

Ensuring that we continue to grow responsibly and our systems and culture scale accordingly.

A time I’ve seen Apex Leaders’ core values in action:

In the beginning, Dave and I were scraping together business, but it wasn’t coming fast enough. One morning, Dave let me know that if we didn’t sell anything in the next 30 days, he couldn’t keep me on. He said that I should spend half my day working on Apex Leaders and the other half looking for another job while still paying me full-time. Ultimately, we were able to pull in new clients, and the company has been off to the races ever since! Dave demonstrated an incredible amount of humility, honesty, and caring when we had that tough conversation and it serves as the first example of truly putting the team above everything else!

What I’m most passionate about outside of work:

I love working on projects where I’m able to learn something new or challenge myself physically. Usually, that means building or fixing something around the house or participating in endurance events. I enjoy getting up on Saturday morning at 6:00 AM to run long distances around the Boise foothills. One of my favorite events every year is a trail marathon that’s only uphill!

The purchase I’ve made in the last year that’s made the biggest impact on my life:

A long-distance running vest. I used to only have a hand water bottle, and it limited my range. Now I can carry enough water and food to get onto trails I never would have considered before! Additionally, I can now carry a cell phone, which my wife appreciates, and I enjoy documenting interesting trail views and finds.

One skill I’d like to learn:

Finishing carpentry

Justin Fishburn

Vice President, Operations

Justin Fishburn

Vice President, Operations

email justin.fishburn@apexleaders.com

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“A smooth sea never made a skilled sailor.”

FDR

Justin leads the Operations Team to include Customer Success, Client Services, and Research.

Before Apex Leaders, Justin spent time with Amazon, in the Pentagon, and served as a Captain in the U.S. Marine Corps. Justin holds a BS from the U.S .Naval Academy and an MBA from UCLA.


Three words that describe me:

Adventurous, Passionate, Self Assured

Why I’m passionate about Apex Leaders:

We’ve created a cohesive and tight-knit team. The people make it fun and interesting every day.

A time I’ve seen Apex Leaders’ core values in action:

On a daily basis I witness my colleagues taking a true partnership approach with our clients. We all strive to make sure our quality of work remains high and our clients feel we’re being true partners.

What I’m most passionate about outside of work:

Spending time outside in the Idaho wilderness with my wife Sandy and dog Charley.

One skill I’d like to learn:

Woodworking

Ross Pennington

Vice President, Finance

Ross Pennington

Vice President, Finance

email ross.pennington@apexleaders.com

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“Don’t let perfection be the enemy of excellence.”

Ross brings a wealth of financial expertise to Apex, honed through a diverse career spanning in-house CFO roles, private equity/sovereign wealth fund positions, and Big 4 M&A consulting. His passion lies in fostering connections within the team, ensuring everyone understands the company’s financial performance, and delivering insightful data that drives informed decision-making.

As Vice President of Finance, Ross is dedicated to the ongoing fiscal success of Apex and its team. He sees his role as a key to ensuring Apex remains a valued partner to customers, vendors, and advisors, while providing critical financial and commercial guidance to leadership and the wider team.

Ross holds a B.S. in Mathematical Sciences from Durham University and holds an ACA qualification from the Institute of Chartered Accountants in England & Wales (ICAEW).


Three words that describe you.

Analytical, Thougtful, Helpful

Outside of work, what gets you most excited?

Spending time with my beautiful children, showing them the world, and seeing them grow and become awesome human beings. I love cooking and discovering new foods, as well as all sports, particularly soccer and football.

Name a purchase you made in the last year that made the greatest impact on your life.

A visit to the UK for a long-overdue reunion with my best friends from high school.

Name a brand that didn’t exist 5 years ago that’s become essential to your life.

Sleepr – the fantasy football app!

Shawna Potter

Vice President, Talent

Shawna Potter

Vice President, Talent

email shawna.potter@apexleaders.com

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“Be a kind human.”

As the Vice President of Talent, Shawna is responsible for all things talent related — from attracting to retaining to developing employees.

Prior to Apex Leaders, Shawna worked at Idaho Power as a Senior HR Professional in Talent & Organizational Development. In that role, she assisted employees and leaders with their development, team building, cultural initiatives, coaching, training, and facilitation of strategic efforts. She also spent time in operations managing a team involved with renewable energy, electric vehicles, and energy efficiency programs.

Shawna holds an MBA from Boise State University, and a BA in Psychology and minor in Spanish from University of Puget Sound.


Three words that describe me:

Supportive, Inclusive, Motivated

What I’m most passionate about at Apex Leaders:

I thrive on connecting with people, learning about what makes them tick, and then helping them develop personally and professionally — which in turn helps the company be more successful.

What I’m most passionate about outside of work:

I love spending time with my husband, my son, our dog, and friends and family. I also love to be outdoors in any way, but especially like hiking, running, and walking. Reading, working out, and playing/watching sports are favorites as well! Connecting with others and being active are core to my life.

One purchase I’ve made in the last year that’s made the biggest impact on my life:

A knockoff Peloton exercise bike. It’s been a game changer to easily sneak in workouts while my son naps!

One skill I’d like to learn:

Fly fishing

Brett Styles

Vice President, Technology

Brett Styles

Vice President, Technology

email brett.styles@apexleaders.com

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“We are born with a chance, and I’m gonna have my chance.”

As Vice President of Technology, Brett is responsible for the selection, configuration, and maintenance of mission critical technology systems used to efficiently connect our clients with industry experts.

Before joining Apex Leaders, he led a technology team that provided system and software engineering services to large hedge funds.

Brett holds a Bachelor of Arts degree in Political Science from Emory University.


Three words that describe me:

Interested, Trusting, Pragmatic

What I’m most passionate about at Apex Leaders:

Enabling world-class service for our clients through secure, intuitive, and efficient technology.

What I’m most passionate about outside of work:

Having fun with my family, powder skiing, technical mountain biking, record collecting, traveling, and woodworking.

The purchase I’ve made in the last year that’s made the biggest impact on my life:

A fixer-upper house

One skill I’d like to learn:

Improve at speaking French

Meg Welch

Vice President, Marketing

Meg Welch

Vice President, Marketing

email meg.welch@apexleaders.com

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I shall use my time.

Jack London

As Vice President of Marketing, Meg leads the strategic direction of all marketing initiatives. She oversees brand development, customer acquisition, and the creation of campaigns that drive growth and engagement.

Prior to Apex Leaders, Meg served as Chief Marketing Officer for both a market research firm and an agriculture lending firm. In these leadership positions, she spearheaded the development and execution of comprehensive marketing strategies, resulting in significant brand awareness and market share growth.

Meg holds a B.A. in Advertising with a minor in Graphic Design from Florida Southern College and an M.S. in Marketing Data & Analytics from the University of Alabama.


Three words that describe me:

Tenacious, Effervescent, Supportive

What I’m most passionate about outside of work:

Hiking, traveling, paddleboarding, water skiing, art, reading, sports, the ocean.

Awards

Tampa Bay Business Journal 40 Under 40

The purchase I’ve made in the last year that’s made the biggest impact on my life:

Guacamole keeper. Fresh guac daily. What more could you ask for?

Cydney Boel

Senior Director, Customer Success

Cydney Boel

Senior Director, Customer Success

email cydney.boel@apexleaders.com

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“If you don’t like something, change it; if you can’t change it, change the way you think about it.”

As the Senior Director, Customer Success, Cydney oversees the entire Customer Success division. Her team is responsible for the health and success of Apex’s clients.

Before working at Apex Leaders, Cydney worked as a Project Manager at Lynx Research Consulting, where she was responsible for the successful execution of both qualitative and quantitative market research studies. She worked closely with many Fortune 500 companies to understand their specific project needs and managed all third party vendors to ensure flawless execution.

Cydney holds a B.B.A in Marketing from Boise State University.


Three words that describe me:

Positive, Compassionate, Concise

What I’m most passionate about in the Senior Director role:

Driving value and helping our clients succeed.

What I’m most passionate about outside of work:

Spending time with my husband and daughters and finding new recipes to try.

One skill I’d like to learn:

To speak French

Emily McClung

Senior Director, Organizational Development & Innovation

Emily McClung

Senior Director, Organizational Development & Innovation

email emily.stech@apexleaders.com

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“Be better.”

As Senior Director of Organizational Development & Innovation, Emily oversees and implements strategies to enhance employee performance, foster organizational culture, and drive change initiatives aimed at maximizing efficiency and effectiveness within Apex.

Before working at Apex Leaders, Emily was a Shopper Insights Manager for a CPG consulting agency. In that role, Emily and her team leveraged syndicated data and consumer behavior insights to develop strategic business solutions.

Emily holds a Bachelor of Business Administration in Marketing from Boise State University.


Three words that describe me:

Driven, Optimistic, Sarcastic

What I’m most passionate about at Apex Leaders:

Discovering the best, most efficient way to find the “needle in the haystack” advisor for our clients and developing a culture that people love to be in.

What I’m most passionate about outside of work:

Going to the gym. I am an active bodybuilding competitor. I love lifting weights, testing my self discipline and body’s limits. It’s a life-changing journey and I continue to try to be better every day.

The purchase I’ve made in the last year that’s made the biggest impact on my life:

Tuition to send my kids to catholic school. I grew up in the catholic school system so its amazing to see my kids follow in my footsteps.

 One skill I’d like to learn:

How to cook without burning anything and garden without killing anything.

Sara Traverso

Senior Director, Client Services

Sara Traverso

Senior Director, Client Services

email sara.traverso@apexleaders.com

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“With the correct lens to look through, each and every experience becomes fodder for our greater awareness.”

As the Senior Director of Client Services, Sara leads the Client Services team and drives execution of strategic company priorities focused on operational efficiencies, growth acceleration and talent development.

Prior to joining the Apex Leaders team, she worked as the Director of Insights within a specialized consulting division of Advantage Solutions. In that role, Sara helped CPG brands leverage data to tell compelling stories and drive sales. She led a team of Category Managers and Analysts working to extract insights from syndicated sales data, shopper loyalty platforms and primary research.

Sara holds a B.A. in Communications from Richmond University in London.

Outside of work, you can find Sara at her neighborhood hot yoga studio or with a hammer in hand, remodeling her 116 year old home.


Three words that describe me:

Creative, Resourceful, Intuitive

Why I’m passionate about Apex Leaders:

Every day I see the Apex Leaders team demonstrate a commitment to create change. There is a collective mentality of rejecting the status quo and refusing to settle. They seek opportunities to refine processes and are constantly strengthening partnerships with our clients and our advisors.

What I’m most passionate about outside of work:

I love ending each day with a strenuous hot yoga class. On weekends you can find me hiking into remote alpine lakes to fly fish with my husband and our beloved dog, Gilly.

One skill I’d like to learn:

I’d love to build a structure from start to finish: framing, plumbing, electrical work, etc.

Nikki Davis

Director, Client Services

Nikki Davis

Director, Client Services

email nikki.davis@apexleaders.com

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“Every decision amounts to your legacy.”

As a Director of Client Services, Nikki strives to align the project goals of our clients with industry experts to help them navigate specific issues that may affect their investment decisions. 

Before joining Apex Leaders, Nikki worked in University Advancement at Boise State University where she empowered donors, alumni, and friends of the university to make a difference in the lives of students by investing in their future. 

She holds a Master of Public Administration degree and a Bachelor of Arts degree in Mass Communication and Journalism from Boise State University.


Three words that describe me:

Curious, Positive, Driven

What I’m most passionate about at Apex Leaders:

I am passionate about empowering our clients to make informed decisions regarding potential investment opportunities by connecting them with best-in-class, custom recruited advisors who can help guide their investment decisions.

What I’m most passionate about outside of work:

I love spending time outside in the sunshine whether I’m running, hiking the foothills with my german shepherd, or simply enjoying a good book. I constantly joke with friends and family that I am practically reptilian.

The purchase I’ve made in the last year that’s made the biggest impact on my life: 

My significant other and I just purchased our first home and it has been incredibly fun and special to create a space we love. 

One skill I’d like to learn:

I’d like to learn kickboxing and all forms of latin dance!

Jackie Raveling

Director, Client Services

Jackie Raveling

Director, Client Services

email jackie.raveling@apexleaders.com

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“Sell your cleverness and buy bewilderment.”

As a Director of Client Services, Jackie is responsible for finding qualified advisors to help our clients garner the information they need to be successful.

Before joining Apex Leaders, Jackie worked in a Congressional office in Constituent Services. In that role, she helped Idahoans be heard by federal agencies and she conducted research on policies from varying agencies including the Department of State, the Internal Revenue Service, and the Social Security Administration.

Jackie holds a Bachelor of Science degree in Sociology, and a Bachelor of Arts degree in English from Boise State University.


Three words that describe me:

Kind, Intuitive, Consistent

What I’m most passionate about at Apex Leaders:

I’m most passionate about Apex Leaders’ holistic approach to finding perfect advisors for our clients. 

What I’m most passionate about outside of work:

Outside of work, I’m excited about growing beautiful tomatoes and zucchini! I don’t always succeed, but when I do it’s a delicious victory.

The purchase I’ve made in the last year that’s made the biggest impact on my life:

Definitely a Nespresso machine – I’m not sure how I lived without it.

One skill I’d like to learn:

To bake the perfect chocolate babka

Jenn McCoy

Director, Customer Success

Jenn McCoy

Director, Customer Success

email jennifer.mccoy@apexleaders.com

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“Fortune favors the bold.”

As a Director of Customer Success, Jenn’s role is to ensure every mid-market PE firm has access to our world-class, quality work – thus saving them time and helping them reach their goals throughout the investment cycle.

Prior to joining the Apex Leaders team, Jenn worked for Cardinal Health as a sales representative. In that position, she helped health care professionals reclaim their time so they could focus more on caring for patients.

Jenn is a University of Akron graduate, holding a Bachelor of Science in Biology and a Master of Arts in Secondary Education.


Three words that describe me:

Genuine, Encouraging, Trustworthy 

What I’m most passionate about at Apex Leaders:

I’m passionate about gaining a deep understanding of our clients’ pain-points to find solutions that augment their success.

What I’m most passionate about outside of work:

Seeing my children’s excitement when they work hard on a skill and then master it.

The purchase I’ve made in the last year that’s made the biggest impact on my life:

Peloton Bike

One skill I’d like to learn:

Fencing (the sport!)

Elizabeth Nixon

Director, Customer Success

Elizabeth Nixon

Director, Customer Success

email elizabeth.nixon@apexleaders.com

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“I would rather be ashes than dust.”

Jack London

As Director of Customer Success, Elizabeth is responsible for the health of her team’s client account portfolio. She drives delivering value to clients by partnering with teammates to build and maintain healthy, strong relationships.

Prior to joining Apex Leaders, Elizabeth spent eight years in director-level roles within the home textile industry. She developed and executed sales and operations strategies to service, retail, hospitality, and e-commerce accounts. Other past roles include being a buyer for a national retailer, and operating a small fine lumber yard and custom carpentry business.

Elizabeth holds a BSBA in Marketing from University of Florida and a MBA from Florida Atlantic University.


Three words that describe me: 

Achiever, Learner, Relator

What I’m most passionate about at Apex Leaders:

Providing a relentless focus on our customers to build healthy and strong relationships by providing value partnership.

What I’m most passionate about outside of work:

Outside of work, my family and I enjoy rooting for the Miami Dolphins, camping, and exploring new places like good breweries. When in need of some solo time, I enjoy running and reading.

The purchase I’ve made in the past year that’s made the biggest impact on my life:

My Apple Watch – now I can run and track workouts without carrying my phone.

One skill I’d like to learn:

To speak Japanese

Say Hello to Apex Leaders

Meet the robust team at Apex Leaders—including client services professionals who help our clients make smart business decisions.

Thomas Geraghty

Tom Geraghty

Senior Business Development Coordinator

Thomas Geraghty

Tom Geraghty

Senior Business Development Coordinator

email tom.geraghty@apexleaders.com

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“Be curious, not judgmental.”

As Senior Business Development Coordinator at Apex Leaders, Tom Geraghty focuses on identifying and connecting with prospective clients, growing the company’s client base. He is eager to uncover new relationships with PE firms and help them make smarter investment decisions.

Prior to Apex, Tom served as Senior Associate of Sales at Third Bridge Group, where he focused on new business within Credit and Private Equity funds. Tom’s experience in sales and his training in Challenger Sales methodology make him a valuable asset to the Apex Leaders team.

Tom holds a B.S. in Finance from Stony Brook University and is located in New York.


Three words that describe me:

Personable, Eager, Flexible

Outside of work, what gets you the most excited?

Spending time with my ever-growing family and friends. I am usually on a golf course or lake in the summers and hitting the ski slopes in the winter!

Name a purchase you made in the last year that made the greatest impact on your life.

A new putter, although it unfortunately has not impacted my golf game very much.

Skill you’d like to learn:

Wakeboarding

Sam Grossklaus

Client Services Manager

Sam Grossklaus

Client Services Manager

email Sam.Grossklaus@apexleaders.com

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“Keep your eyes on the stars, and your feet on the ground”

Theodore Roosevelt

As a Client Services Manager, Sam works with clients to better understand their needs and connect them with high quality industry experts that can help them make informed investment decisions. Prior to joining Apex Leaders, Sam worked at Central District Health in Boise as an Environmental Health Specialist, working in the food and childcare programs. In college he worked as a conductor for the Durango and Silverton Narrow Gauge Railroad where he led a train crew through the San Juan National Forest.

Sam holds a BS in Biology from Boise State University.


Three words that describe me:

Intuitive, Curious, and Driven

What I’m most passionate about at Apex Leaders:

Working and collaborating with the team here at Apex Leaders, and striving to serve our clients needs to the best of my abilities.

What I’m most passionate about outside of work:

Spending time in the mountains on my snowboard or in my hiking boots. Idaho has so much to offer and getting outside is my favorite way to spend time outside of work.

One purchase I’ve made in the last year that’s made the biggest impact on my life:

My Korua Shapes snowboard

One skill I’d like to learn:

Wakeboarding

Jackie Krenning

Client Services Manager

Jackie Krenning

Client Services Manager

email jackie.krenning@apexleaders.com

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“Practice it until you become it.”

As a Client Services Manager, Jackie’s role is to work closely with clients to get an understanding of their needs, and to introduce them to an expert advisor who can help them make wise and impactful investment.

Prior to Apex Leaders, Jackie worked in the automotive industry as a Controls Project Engineer. In that role she worked within a manufacturing body shop where she designed, checked, and troubleshot controls. She also led projects from processing and design through integration and installation in the OEM plants.

Jackie has a BS in Electrical Engineering from Missouri University of Science & Technology.


Three words that describe me:

Thoughtful, Adaptable, Motivated

What I’m most passionate about at Apex Leaders:

Working with a driven team that strives to provide the best information to our clients and being able to learn about different industries along the way.

What I’m most passionate about outside of work:

I love spending time with my husband, my dog, friends and family. Anytime we can get together and spend time outdoors is a plus! I am also passionate about my cut flower garden and sharing that beauty with others.

One skill I’d like to learn:

To speak a second language

Kelsey Hampton

Client Services Manager

Kelsey Hampton

Client Services Manager

email kelsey.hampton@apexleaders.com

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“What would you do if you knew you could not fail?”

As a Client Services Manager, Kelsey vets advisors to ensure we present the highest caliber people to our clients.

Prior to joining Apex Leaders, Kelsey worked in the consumer packaged goods industry doing sales, account management, and overseeing experiential marketing platforms. 

Kelsey holds a Bachelor of Science degree in Business Administration from the University of Colorado and a Masters in Business Administration from Boise State University. 


Three words that describe me:

Reliable, Fun, Driven

What I’m most passionate about at Apex Leaders:

I’m most passionate about our clients and ensuring they trust us to discover the perfect advisor to help them make sound financial decisions.

What I’m most passionate about outside of work:

I love time spent with friends and family – especially trying new restaurants and exploring new cities. I’m scuba dive certified so I try to plan trips where I can go diving as well.

The purchase I’ve made in the last year that’s made the biggest impact on my life:

PetSafe Scoopfree Litter Box – I despise cleaning my cat’s litter box so this was a game changer! 

One skill I’d like to learn:

To speak Russian fluently

Tim McKinley

Client Services Manager

Tim McKinley

Client Services Manager

email tim.mckinley@apexleaders.com

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“Everything bit by bit.”

As a Client Services Manager, Tim leads projects. By taking a consultative, collaborative approach, Tim ensures our clients are matched with industry experts who can give the insights needed for our clients to make sound financial decisions.

Prior to Apex Leaders, Tim worked as a project manager for Jannus Economic Opportunity where he oversaw the emergency personal and small business lending program.

Tim holds a B.S. in Conservation Social Science from the University of Idaho and a Master of Arts (M.A.) in Sustainable Communities from Northern Arizona University.


Three words that describe me:

Thoughtful, Optimistic, Driven

What I’m most passionate about at Apex Leaders:

Developing and maintaining lasting relationships with our clients and advisors. I also love exploring different industries through snapshots during the vetting process.

What I’m most passionate about outside of work:

Traveling and exploring Idaho with my wife, Heather and pup, Gertie. I also love spending time baking sourdough bread, growing microgreens, and exploring and enjoying Boise’s food scene.

One purchase I’ve made in the last year that’s made the biggest impact on my life:

Our sweet little Australian Shepherd-Border Collie- Pit-Bull puppy! She is so full of energy and life!

One skill I’d like to learn: 

How to play the banjo.

Stephanie Merchant

Client Services Manager

Stephanie Merchant

Client Services Manager

email stephanie.merchant@apexleaders.com

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“In a gentle way, you can shake the world.”

As a Client Services Manager, Stephanie connects our clients with industry experts to help them navigate specific issues that may affect their investment decisions. She partners closely with our research team to strategically source and vet advisors, ensuring the very best are presented to our clients.

Prior to joining Apex Leaders, Stephanie was a Sales Executive for a hop pelletizing facility. In that role, Stephanie connected with breweries nationwide to provide the highest quality raw materials necessary to brew the highest quality beer.

Stephanie holds a Bachelor of Science in Social Sciences from Boise State University.

 


Three words that describe me:

Ambitious, Reliable, Organized

What I’m most passionate about at Apex Leaders: 

Working with a team of driven individuals who share the common goal of delivering the best customer service to our clients.

What I’m most passionate about outside of work:

Anything outdoors! If it’s in the winter I enjoy skiing and snowshoeing, but in the summer I love mountain biking, golfing, hiking and camping.

The purchase I’ve made in the last year that has had the biggest impact on my life: 

My puppy Ember. She’s the sweetest and sassiest golden retriever. I can’t imagine my life without her.

Tennyson Young

Client Services Manager

Tennyson Young

Client Services Manager

email tennyson.young@apexleaders.com

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“It’s not what you look at that matters, it’s what you see.”

Henry David Thoreau

As a Client Services Manager, Tennyson is responsible for using critical thinking and in depth research to source top tier advisors for our clients. Her role allows us to progress our search for the very best advisor quickly, without compromising quality. 

Prior to joining Apex Leaders, Tennyson worked as a marketing and events representative intern for Dreamstyle Remodeling. In that role she planned and executing a variety of home shows around the Boise metropolitan area and completed market research relevant to Dreamstyle’s target market.

Tennyson holds a Bachelor of Science in Marketing and Management from Northwest Nazarene University.


Three words that describe me:

Driven, Compassionate, Intuitive

What I’m most passionate about at Apex Leaders:

I’m passionate about using my researching skills to adapt to new challenges and explore unique industries. Knowing an advisor has walked away completely satisfied with enriching information means I have helped propel the company forward to our goals.

What I’m most passionate about outside of work:

Outside of work, I love making memories with my friends and family. Some of my favorite activities include going on trail runs, trying new restaurants, biking, hiking, and reading at the park.

The purchase I’ve made in the last year that’s made the biggest impact on my life:

A new cruiser to take on the greenbelt!

One skill I’d like to learn:

To play the guitar

Yila Ataman

Client Services Manager

Yila Ataman

Client Services Manager

email yila.ataman@apexleaders.com

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“You only ever grow as a human being if you’re outside of your comfort zone.”

Scott Jurek

In the role of Client Services Manager, Yila ensures our clients make high quality connections with advisors who can inform and guide their business’ success.

Prior to joining Apex Leaders, Yila provided paralegal and legal assistant support in a civil plaintiff’s side law firm, handling medical malpractice and personal injury cases.

Yila holds a Bachelor of Arts in Political Science from University of Portland and is currently pursuing a Master of Arts in Political Science from Boise State University.


Three words that describe me:

Perceptive, Curious, Reliable

What I’m most passionate about at Apex Leaders:

Working within a dynamic, collaborative and driven team of professionals who strive to serve our clients and ensure their success. I also love connecting with exceptionally talented and knowledgable advisors who are at the top of their fields.

What I’m most passionate about outside of work:

I love getting out into the Idaho outdoors with my partner, Sean, and our GSP, Freya. I also enjoy hot yoga classes at my favorite local studio.

One purchase I’ve made in the last year that’s made the biggest impact on my life:

My East Fork pottery collection!

One skill I’d like to learn:

I’m always looking to improve my baking skills and would love to learn to master a croissant!

Alondra Crane

Client Services Manager

Alondra Crane

Client Services Manager

email alondra.crane@apexleaders.com

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“The future awaits those with the courage to create it.”

Erwin McManus

In the role of Client Services Manager, Alondra uses a variety of problem solving skills to find the highest quality advisors for our clients. She ensures that our clients have an excellent experience from the moment they are connected until the project is completed.

Before joining Apex Leaders, Alondra worked as a development and communications coordinator for a Boise non-profit. Her responsibilities included researching growth opportunities, grant applications, social media presence and online content, event planning, and building and maintaining relationships with international staff. She also worked as a case manager for trauma and trafficking victims in Boise. In that role she connected clients to resources in the community that could enhance their lives and aid in the healing process.

Alondra holds a BS in Sociology with an emphasis in Social Work from Grand Canyon University.


Three words that describe me:

Loyal, Disciplined, Compassionate

What I’m most passionate about at Apex Leaders:

Working with an amazing team that is constantly seeking growth and empowerment – which creates a culture of success.

What I’m most passionate about outside of work:

I enjoy spending time with my husband, close friends, and dog. Much of my free time is spent at my favorite coffee shop, Caffeina. I also enjoy watching movies (especially in theaters) reading, baking, and taking walks by the river.

The purchase I’ve made in the past year that’s made the biggest impact on my life:

A flight to Kauai – my husband and I, along with four close friends, spent a week on the island living our best lives!

One skill I’d like to learn:

Gardening

Meredith Collier

Client Services Manager

Meredith Collier

Client Services Manager

email meredith.collier@apexleaders.com

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“The best time to plant a tree was 20 years ago. The second best time is now.”

As a Client Services Manager, Meredith is responsible for understanding our clients’ wants and needs, and then properly assisting them in building networks and making informed investment decisions.

Prior to Apex Leaders, Meredith worked in employee benefits as a marketing coordinator. She holds a BA in History, and a minor in Political Science from Georgia College & State University.


What I’m most passionate about at Apex Leaders:

I enjoy being able to continuously learn and grow my understanding of different topics and industries.

What I’m most passionate about outside of work:

I love to spend time outside with my wife, dog, and friends. If I can also play some Ultimate Frisbee, that is a pretty perfect day!

One purchase I’ve made in the last year that’s made the biggest impact on my life:

My wife and I just purchased our second home!

One skill I’d like to learn:

Fly fishing

Misty Gardner

Client Services Manager

Misty Gardner

Client Services Manager

email misty.gardner@apexleaders.com

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“Your life does not get better by chance, it gets better by change.”

Jim Rohn

In the role of Client Services Manager, Misty ensures that our client’s needs are carefully listened to and strategically filled with high-quality advisors.

Before Apex Leaders, Misty had a long career in education, working with junior high students as a teacher, coach, Instructional Media Specialist, and Technology Coordinator. Helping connect people with reliable resources while communicating effectively was her superpower in the education field, and it translates well into her position at Apex Leaders.

Misty holds a Master’s Degree in Educational Technology from Lesley University, a BS in Education: School and Community Health, BS in Education: Coaching and Physical Education, and an Endorsement in Library Science.


What I’m most passionate about at Apex Leaders:

I enjoy learning new processes and technologies and making them work for my individual needs. I am also energized by change and enjoy the challenges that new opportunities bring while learning about so many amazing industries.

What I’m most passionate about outside of work:

Spending time with my husband and two boys is high on the list. I’m really an introvert at heart and enjoy heading home for a quiet night reading a book, watching a show, or going out for dinner. I love a good long walk or hike in the foothills and having get togethers with my college buddies whenever possible.

One purchase I’ve made in the last year that’s made the biggest impact on my life:

My Apple watch. You can never have too many tech tools!

One skill I’d like to learn:

Coding/Website Building/Software Development

Madison Gregory

Client Services Manager

Madison Gregory

Client Services Manager

email madison.gregory@apexleaders.com

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“Be kind always, for everyone you meet is fighting a battle you know nothing about.”

As a Client Services Manager, Madison’s role is to oversee project success and ensure client satisfaction.

Prior to Apex Leaders, Madison was in the SaaS industry, where she worked directly with clients to analyze individual data sets and ensure marketing and goal success. She was involved in the Client Services Department Support Team, where she assisted with training, product troubleshooting, and procedure/process improvements. She also spent time as a marketing and sales manager for a protein bar company.

Madison has a degree in Public Communication from Boise State University.


Three words that describe me:

Thoughtful, Dependable, Adaptable

What I’m most passionate about at Apex Leaders:

Connecting our clients with A+ advisors, and learning about different industries along the way.

What I’m most passionate about outside of work:

I can be a bit of a homebody — I like going home and spending time with my boyfriend and our Dalmatian, Thor. I love CrossFit and usually get 4 workouts in per week. There is no better feeling than suffering through a difficult workout with my amazing gym community. I also enjoy golfing, cooking, and trying out local brews and food!

One purchase I’ve made in the last year that’s made the biggest impact on my life:

This past year I bought a Bike Erg. It has been a game-changer for those days where life gets too busy to get a CrossFit workout in.

One skill I’d like to learn: 

American Sign Language

Luke Gustafson

Client Services Manager

Luke Gustafson

Client Services Manager

email luke.gustafson@apexleaders.com

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“A rising tide raises all ships.”

In his role of Client Services Manager, Luke finds the perfect advisors to empower our clients to make the best decisions possible. Before joining Apex, Luke worked in analytics within the utility forestry industry, overseeing projects, and client relations.


Three words that describe me:

Determined, Calm, Amicable

What I’m most passionate about at Apex Leaders:

Discovering experts within niche industries and highlighting their expertise.

What I’m most passionate about outside of work:

Learning new skills, whether it is cooking a new recipe or playing golf, the measurable improvement is very satisfying.

One purchase I’ve made in the last year that’s made the biggest impact on my life:

My first set of golf clubs.

One skill I’d like to learn:

How to make fresh pasta.

Andi Hanks

Client Services Manager

Andi Hanks

Client Services Manager

email andi.hanks@apexleaders.com

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“Do it, even if it’s scary.”

As a Client Services Manager, Andi utilizes creative problem solving strategies and strong research skills to source just the right advisors for our clients, while ensuring that their needs and wants for any given project are at the forefront.  

Prior to joining Apex Leaders, Andi worked in higher education at Boise State University and The College of Western Idaho. Their work in those roles included event planning, staff training and hiring, student supervision, and crisis management. 

Andi has a BS in Kinesiology with an emphasis in Exercise Science and a minor in Music Education from Boise State University.


Three words that describe me:

Adventurous, Creative, Motivated

What I’m most passionate about at Apex Leaders:

I am passionate about working as part of a strong team that puts our clients first. 

What I’m most passionate about outside of work:

I love getting outside with my dogs. I spend a lot of time hiking, backpacking, camping, and skiing. Getting outside and shutting out the world for a bit is the best way for me to refocus and find clarity.

The purchase I’ve made in the past year that’s made the biggest impact on my life:

A portable blender

One skill I’d like to learn:

Digital art

Garret Manske

Client Services Manager

Garret Manske

Client Services Manager

email garret.manske@apexleaders.com

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“Every day is a new day.”

As a Client Services Manager, Garret works with our clients to provide industry expert advisors to help with their project needs. He maintains relationships with both clients and advisors to ensure a positive experience on both sides.

Prior to Apex Leaders, Garret was in the food and beverage industry — first focusing on account management for restaurants, hotels, schools, etc. He later transitioned to the software side of the industry, helping customers adopt the platform and be successful in gaining the information they were searching for.

Garret holds a BS in Economics and a BS in Marketing from University of Idaho.


Three words that describe me:

Positive, Caring, Motivated

What I’m most passionate about at Apex Leaders:

Working with a great group of individuals and helping our clients find the perfect advisors to fit their needs.

What I’m most passionate about outside of work:

I love spending time outdoors, traveling and getting to experience new things. Idaho is a great place to ski, raft, camp and fly fish! I like to check out great food spots and watch live music in new locations.

One purchase I’ve made in the last year that’s made the biggest impact on my life:

Plane tickets! I have had great trips in the past year that will always be core memories.

One skill I’d like to learn:

To speak a foreign language

Michael Wanta

Client Services Manager

Michael Wanta

Client Services Manager

email michael.wanta@apexleaders.com

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“Do good things. Good things happen.”

In his role of Client Services Manager, Michael finds the perfect advisors to empower our clients to make the best decisions possible. 

Prior to joining Apex Leaders, Michael worked in sales and finance related roles in the digital freight matching space. He helped fledgling transportation companies improve their cash flow by understanding their business, walking them through underwriting, and helping them get paid quickly.

Michael holds a Bachelor of Science degree in Business Administration from Eastern Oregon University.


Three words that describe me:

Curious, Creative, Optimistic

What I’m most passionate about at Apex Leaders:

I am passionate about providing a creative and fresh approach to finding the most qualified industry-specific advisors available.

What I’m most passionate about outside of work:

Outside of work, you can find me taking advantage of Idaho’s outdoor wonderland. I like to challenge myself by whitewater kayaking the rivers — especially in the spring when the snow melts. In the summer I enjoy mountain biking with my wife and dog, and in the winter we love backcountry skiing in the Sawtooth mountains.

The purchase I’ve made in the last year that’s made the biggest impact on my life:

Purchased multiple season passes to ski resorts in the area to maximize number of turns and days on the mountain this winter.

One skill I’d like to learn:

To play the guitar

Emily Ohlin

Client Service Manager

Emily Ohlin

Client Service Manager

email emily.ohlin@apexleaders.com

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“Gratitude and Curiosity”

As a Client Service Manager, Emily  actively listens to her clients to understand their unique investment needs and goals. She then leverage her industry expertise and network to connect them with the most suitable industry experts to guide their investment decisions.

Prior to joining Apex Leaders, Emily built a successful career in healthcare as a Physical Therapist, Board Certified Sports Specialist, and Emergency First Responder. Her experience spans large hospital systems and private practice, culminating in business ownership. Throughout her career, Emily has consistently prioritized building strong personal connections with her clients, believing that open communication, education, and collaboration are essential to achieving optimal outcomes in both physical therapy and business settings.

Emily holds a Bachelor of Science degree in Physical Therapy from Marquette University.


Two words that describe you:

Lifelong Learner, Compassionate

Outside of work, what gets you most excited?

Mother Nature and being outside-anything biking, hiking, backcountry skiing. I love to unplug and just be where I am.

Name a purchase you made in the last year that made the greatest impact on your life:

Sit/Stand Desk! Sitting takes years off your life!

Skill you’d like to learn:

Pottery

Lily Turner

Research Associate

Lily Turner

Research Associate

email lily.turner@apexleaders.com

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“Don’t take life too seriously. You will never make it out alive.”

As a Research Associate, Lily is trusted to find the best possible advisors for our clients. She uses her knowledge and skills to find the best fit to help our clients make informed investments.

Before Apex Leaders, Lily was the patient coordinator for a chiropractic clinic in Idaho’s Treasure Valley. She helped run front end operations and made sure that each patient had a positive experience.

Lily has a BA in Multidisciplinary Studies with a certificate in Applied Leadership from Boise State University.


Three words that describe me:

Adventurous, Determined, Adaptable

What I’m most passionate about at Apex Leaders:

Using my judgement, knowledge, and resources to problem solve.

What I’m most passionate about outside of work:

My dog, lifting heavy weights, and food. My dog, Clifford, is a rescue mutt and I try to spend as much time with him as I can. I compete in weightlifting and CrossFit and train about 6 days a week — so that takes up a lot of my time but I love feeling strong and am very competitive. Since I expend so much energy, it takes a whole lot of food to keep me going and whether it’s cooking, baking, or going out, I really like to eat. I have also recently taken up photography.

One skill I’d like to learn:

To drive a motorcycle

Kiki Stech

Research Associate

Kiki Stech

Research Associate

email kiki.stech@apexleaders.com

“Stay humble. Hustle hard.”

In the role of Research Associate, Kiki helps our Client Service Managers find the best and most knowledgeable advisors for our clients, which ensures our clients can make informed investment decisions.

Prior to Apex Leaders, Kiki worked as a medication authorization specialist. In that role, she was responsible for submitting medical information to insurance companies and ensuring coverage for patients’ medications.

Kiki is a graduate of Bishop Kelly High School and holds a Certified Pharmacy Technician credential.


Three words that describe me:

Dedicated, Laid-back, Resilient

What I’m most passionate about at Apex Leaders:

Helping both my team and our clients by using my research and problem solving skills.

What I’m most passionate about outside of work:

I love hanging out with family, friends, and my pets. I enjoy trying new restaurants and being a cheer coach at a local high school.

One purchase I’ve made in the last year that’s made the biggest impact on my life:

A recent trip to hike Mount Kilimanjaro.

One skill I’d like to learn:

A second language

Tori Simmons

Research Associate

Tori Simmons

Research Associate

email tori.simmons@apexleaders.com

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“Diamonds are formed under pressure.”

As a Research Associate, Tori partners with our our Client Service Managers in identifying the most qualified and experienced advisors for our clients. This collaborative effort ensures that our clients have access to the information and expertise needed to build conviction and make sound investment decisions.

Prior to this role, Tori gained valuable experience as a Business Development Representative at Apex, where she conducted outreach to private equity firms to showcase the value Apex Leaders brings in helping them achieve their investment goals.

Tori holds a B.S. in Psychology from Boise State University.


Three words that describe me:

Caring, Reliable, Supportive

What I’m most passionate about outside of work:

I love spending time with my family and friends! My brother-in-law and sister-in-law are high school age, and being part of their lives is so exciting! I love attending events they participate in, and I love watching them grow and learn! I don’t have siblings of my own, so I really love being part of their lives!

The purchase I’ve made in the last year that’s made the biggest impact on my life:

One year ago my husband and I bought our first home together!

One skill I would like to learn:

I want to learn more about caring for Orchids and gardening in general.

Kyle Mitsunaga

Research Associate

Kyle Mitsunaga

Research Associate

email kyle.mitsunaga@apexleaders.com

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Live everyday like it’s your last.

As a Research Associate, Kyle helps our Client Service Managers find the best and most knowledgeable advisors for our clients, which ensures our clients can make informed investment decisions.

Prior to Apex Leaders, Kyle played professional golf on several professional tours, most notably, The Canadian Tour. His background as a professional golfer, where he honed his focus and dedication, underscores his commitment to delivering exceptional results. Kyle’s career trajectory has been shaped by his competitive spirit and passion for helping others.

Kyle has a Business Finance degree from Boise State University.

 


Three words that describe me:

Resilient, Driven, Passionate

What I’m most passionate about outside of work:

I love spending time with my family and friends, golfing, hockey, and trying new things.

One skill I would like to learn:

Playing the guitar.

Awards

“Best in the Business” in COBE at Boise State University

Dylan Snyder

IT Developer

Dylan Snyder

IT Developer

email dylan.snyder@apexleaders.com

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“Inconsistency with ourselves is the great weakness of human nature.”

Joseph Addison

Dylan holds a BA in Computer Science from Princeton University.


Three word that describe me:

Methodical, Empowering, Tenacious

What I’m most passionate about at Apex Leaders:

Creating tooling that enable others to work more efficiently. I also am looking for everyday routines that can be automated, partially or totally, giving employees time to focus on their more important tasks or to relax.

What I’m most passionate about outside of work:

I enjoy spending time with my pets and my spouse, as well as relaxing and playing video games. I enjoy doing things with my hands and creating things, whether that’s with 3d printing, creating software, or building models

One purchase I’ve made in the last year that’s made the biggest impact on my life:

StrengthFinder assessment for my spouse

One skill I’d like to learn:

American Sign Language as I feel like it’s a very easy but impactful thing to know.