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Our Team

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

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

email View LinkedIn Profile

“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 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

Natasha Bunten

Vice President, Sales & Marketing

Natasha Bunten

Vice President, Sales & Marketing

email natasha.bunten@apexleaders.com

email View LinkedIn Profile

“You become what you think about.”

Earl Nightingale

As Vice President of Sales, Natasha’s role is to help Apex Leaders grow by ensuring we are providing the right solutions for our clients. She helps develop our team so we execute with excellence, and live our core values so we can have fun in the process!

Prior to joining Apex Leaders, Natasha led a sales team at Cardinal Health. She has extensive experience in leadership, sales, and contract negotiation.   

Natasha holds a Bachelor of Arts degree in Business Marketing from The College of Idaho. 


Three words that describe me:

Strength-Based, Achiever, Futuristic

What I’m most passionate about the Apex Leaders:

Working with a high-performing team who truly cares about delivering world-class quality to our clients. 

What I’m most passionate about outside of work:

Some of my fondest memories growing up were skiing with my Dad. He used to tell me that skiing was like dancing the waltz and you can even count “1-2-3, 1-2-3…” (down, up, turn) as you’re making turns. I love the thrill of plunging off the top of a black diamond run, and the challenge of surviving any moguls on the way down. Now I enjoy teaching my three boys the fun of skiing and creating new family memories on the hill!

Justin Fishburn

Vice President, Operations

Justin Fishburn

Vice President, Operations

email justin.fishburn@apexleaders.com

email View LinkedIn Profile

“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 US Marine Corps. Justin holds a BS from the US 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

Shawna Potter

Vice President, Talent

Shawna Potter

Vice President, Talent

email shawna.potter@apexleaders.com

email View LinkedIn Profile

“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

email View LinkedIn Profile

“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

Cydney Boel

Senior Director, Customer Success

Cydney Boel

Senior Director, Customer Success

email cydney.boel@apexleaders.com

email View LinkedIn Profile

“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 Stech

Senior Director, Organizational Development

Emily Stech

Senior Director, Organizational Development

email emily.stech@apexleaders.com

email View LinkedIn Profile

“Be better.”

As the Senior Director of Research, Emily leads the entire Research function and works with her team to ensure we are providing the highest quality advisors that meet our clients needs as efficiently as possible.

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.

Johann Simpson

Senior Director, Finance

Johann Simpson

Senior Director, Finance

email johann.simpson@apexleaders.com

email View LinkedIn Profile

“I don’t care what they say about me, I just want to eat.”

Prior to joining Apex Leaders, Johann served as a Business Analyst Intern at Visit Pay as well as an Intern at Clearwater Analytics. These experiences were important in instilling the importance of not only finding the right answer to a question, but also being able to provide said answer in a way that is understandable and meaningful to the end customer.

He holds a B.A. in Human Biology from Stanford University and a Masters in Business Administration from Boise State University.


Three words that describe me:

Practical, Laid-Back, Focused

What I’m most passionate about outside of work:

I enjoy being active and being outdoors as much as possible. Some of my favorite activities include mountain biking, golfing, playing basketball, and spending time with my dogs. I am also a country music enthusiast and try to get to as many concerts as I can.

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

A new hardtail mountain bike. The only downside is no longer having the excuse that my old bike is why I’m not going faster.

One skill I’d like to learn:

Improving on my fly-fishing casting. I look forward to the day when I don’t worry about getting my line tangled or stuck.

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.

Mackenzie Amen

Director, Client Services

Mackenzie Amen

Director, Client Services

email mackenzie.amen@apexleaders.com

email View LinkedIn Profile

“I have no special talents. I am only passionately curious.”

As a Director, Client Services, Mackenzie is responsible for directing client projects and ensures the Apex project team is aligned with the client’s goals in order to provide them with the highest quality advisors.

Prior to this role, Mackenzie worked as a Deputy City Attorney for the City of Boise and a Deputy District Attorney for the 9th Judicial District in Colorado. She served as a criminal prosecutor and as a municipal attorney representing internal City clients on civil matters.

Mackenzie holds a Bachelor of Arts in Political Science and minors in History and International Studies from Idaho State University, and obtained her Juris Doctor from the University of Idaho College of Law.

In her free time she enjoys running in the Boise foothills, Olympic Lifting, traveling, and watching her Roomba.


Three words that describe me:

Disciplined, Loyal, Determined

What I’m most passionate about at Apex Leaders:

Finding the needle in a haystack advisor. I love it when a client has a seemingly impossible ask and we are able to deliver. It’s a great feeling when you find the advisor that checks all the boxes.

What I’m most passionate about outside of work:

It’s too hard to settle on one thing. I live for reading new books, visiting new cities, absorbing history, drinking good wine and eating good food. That said, I also crave the balance that a daily CrossFit workout and trail running provides.

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

My Roomba! It’s amazing.

One skill I’d like to learn:

Handstand walk and play the banjo.

Robin Evans

Director, Board Search Services

Robin Evans

Director, Board Search Services

email robin.evans@apexleaders.com

email View LinkedIn Profile

“It not the size of the dog in the fight, it’s the size of the fight in the dog.”

As the Director of Board Search Services, Robin is responsible for presenting the most qualified industry advisors to our clients. She does this by thoroughly vetting each advisor to ensure they have the background and experience needed to assist our clients.

Prior to joining Apex Leaders, Robin worked in Corporate Development for over 10 years for both Safeway and Albertsons. Her job responsibilities included identifying opportunities and developing strategic plans for purchasing independently owned pharmacy businesses for Albertsons and Safeway. In addition to identifying target businesses for acquisition, she was also responsible for deal analyses, due diligence, contract negotiations, and implementation of acquired businesses into current business operations.

She holds a B.S. in Business Administration from the University of La Verne in La Verne, CA, and Masters in Business Administration from Boise State University.


Three words that describe me:

Steady, Easy-going, Competitive

A time I have seen Apex’s core values in action:

I have seen Apex Leaders’ core value of partnership approach on a weekly if not daily basis since I joined the team. We aim to be more than a service provider for our clients, we strive to be partners with our clients. Even if the ask is outside of our typical services, we do all we can to help our clients.

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

In my role, I love that am able to build relationships with professionals from a wide variety of different backgrounds and industries. I operate with the mindset that the advisors we introduce could be the difference maker for our client when it comes to their decision to invest or walk. I love that I have the opportunity to make a difference to our clients as a result of our teams work.

What I’m most passionate about outside of work:

Spending time with my family which often involves cheering my two daughters on from the sideline of a basketball court or soccer field.

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

I do not enjoy shopping, so I’ll gladly accept someone who does it all for me and sends it to my door.

Summer Hagens

Director, Marketing

Summer Hagens

Director, Marketing

email summer.hagens@apexleaders.com

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“People will forget what you said, people will forget what you did, but people will never forget how you made them feel.”

Maya Angelou

As the Director of Marketing, Summer is responsible for conceptualizing, developing, and delivering creative marketing strategies that clearly and effectively communicate the mission and values of Apex Leaders.

Before joining Apex Leaders, Summer served as the Brand Manager for HealthDirect Pharmacy Services. Her professional experience has focused on developing and executing marketing plans, brand building and management, and team leadership.

Summer holds a Bachelor of Business Administration from University of Wisconsin – Whitewater.


Three words that describe me:

Strategic, Creative, Compassionate

What I’m passionate about at Apex Leaders:

I’m passionate about collaborating with a team that is driven and committed to providing personalized solutions and genuine customer care.

What I’m most passionate about outside of work:

For me, life is all about family. My life revolves around my husband and our six children. It’s an exciting time – five out of the six kids are in high school (two are seniors), three of them drive, and soon all will be teenagers. Watching them grow and spread their wings is thrilling.

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

We recently expanded our home gym and purchased a rowing machine – I love it!

One skill I’d like to learn:

To speed solve a Rubik’s cube. My oldest daughter competes in speedcubing competitions and can solve a standard 3×3 in under 15 seconds!

Nikki Hanson

Director, Client Services

Nikki Hanson

Director, Client Services

email nikki.hanson@apexleaders.com

email View LinkedIn Profile

“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!

Jenn McCoy

Director, Customer Success

Jenn McCoy

Director, Customer Success

email jennifer.mccoy@apexleaders.com

email View LinkedIn Profile

“Fortune favors the bold”

As a Business Development Director, 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

email View LinkedIn Profile

“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

Jackie Phillips

Director, Client Services

Jackie Phillips

Director, Client Services

email jackie.phillips@apexleaders.com

email View LinkedIn Profile

“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

Curtis Wise

Director, Business Development

Curtis Wise

Director, Business Development

email curtis.wise@apexleaders.com

email View LinkedIn Profile

“Life is too short to be normal.”

As a Business Development Director, Curtis’ role is ensuring every mid-market PE firm has access to our world-class, quality work — saving them precious time and helping them reach their goals throughout the entirety of the investment cycle.

Prior to Apex Leaders, Curtis worked in the financial and wealth management industry. He held various roles including financial advisor, insurance agent, and comprehensive financial planner. He later transitioned to a financial software company tailored to financial advisors. There he worked with large financial firms, both independent and BD affiliated, providing them with the ability to take a quantitative approach towards investment risk / risk tolerance and easily communicate those concepts with their clients.

Curtis holds a BS in Criminal Justice from California State University, Sacramento.


Three words that describe me:

Dedicated, Eager, Personable

What I’m most passionate about at Apex Leaders:

I love building long lasting relationships and focusing every day on helping my clients achieve their goals.

What I’m most passionate about outside of work:

Spending time with my wife three young kids. In the rare event that I have time to myself, I enjoy golfing, playing music, and spending time outdoors. I am a die hard Green Bay Packers fan, a Star Wars nerd, and I am constantly quoting lines from the sitcom, The Office.

One skill I’d like to learn:

Fly fishing

Say Hello to Apex Leaders

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

Laura Nelson

Accountant

Melissa Oswald

Talent Associate

Melissa Oswald

Talent Associate

email melissa.oswald@apexleaders.com

email View LinkedIn Profile

“Life is not measured by the amount of breaths you take, but by the moments that take your breath away.”

As a Talent Associate, Melissa Oswald focuses on A-player recruitment, new team member onboarding and company culture.

Melissa was introduced to prospect research as a Technical Operations Specialist for the College Relations department at the College of Idaho. After a few years as a Research Associate, she moved into the Talent Associate role after gaining insight into what it takes to become a successful team member at Apex.

She holds a B.A. in Business from the College of Idaho and an M.B.A. from Boise State University.

In her spare time, Melissa enjoys traveling abroad and simply getting outside to explore the great outdoors and taking in gorgeous Idaho views with her husband and son.


Three words that describe me:

Positive, Ambitious, Supportive

What I’m most passionate about in the Talent Associate role:

Being a part of an A-team cast of talent who produce the best advisors for our clients.

What I’m most passionate about outside of work:

Outside of work, traveling near and far with my family helps keep me inspired, energized, and curious. I love traveling to anywhere in the US and Europe to discover new sights, foods, and cultures. I get most excited about once in a lifetime experiences and creating memories that I can look back on when I need a boost of motivation.

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

Anything baby related! The last year has flown by raising our son and every clothing item, gadget, and toy has come in handy to help him develop into the strong little man he is!

One skill I’d like to learn:

Dessert baking without a recipe. It’s all about the chemistry!

Shreya Parekh

Office Manager

Shreya Parekh

Office Manager

email shreya.parekh@apexleaders.com

As Office Manager, Shreya’s role is to support the CEO and help keep the office running smoothly. Because of her, there is more team togetherness, the kitchen is stocked and ready for people to gather in, supplies are ready to use so colleagues can efficiently do their jobs, and events are planned to help bring the team together in a social, and fun way.

Prior to Apex Leaders, Shreya worked as an office manager and director of operations for small non-profits, then moved on to event planning and supporting the CEO as a consultant in the grant making space.

Shreya holds a BS in Anthropology and a Masters in HR Management.


Three words that describe me:

Loyal, Introverted, Giving

What I’m most passionate about at Apex Leaders:

I thrive in details and organization. I love to plan things from start to finish and be the “behind the scenes” facilitator.

What I’m most passionate about outside of work:

My family and bulldog, napping and watching Netflix! Seeing my friends and going on trips to mountain towns. I love CoreStrong and have made it a priority in my life. I love trying new restaurants and coffee shops. I like being in the know of all the best places to go.

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

A leaf blower (because it keeps my husband busy for hours outside so I can be unbothered on the couch).

One skill I’d like to learn:

Archery

Dylan Snyder

IT Developer

Dylan Snyder

IT Developer

email dylan.snyder@apexleaders.com

“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.

Kelsey Hampton

Client Services Manager

Kelsey Hampton

Client Services Manager

email kelsey.hampton@apexleaders.com

email View LinkedIn Profile

“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 is working on her 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

email View LinkedIn Profile

“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 Pyles

Client Services Manager

Stephanie Pyles

Client Services Manager

email stephanie.pyles@apexleaders.com

email View LinkedIn Profile

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

email View LinkedIn Profile

“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

David Armstrong

Client Services Manager

David Armstrong

Client Services Manager

email david.armstrong@apexleaders.com

email View LinkedIn Profile

“There is no path to happiness, happiness is the path.”

As a Client Services Manager, David is on the front line of developing a network of qualified advisors to meet the needs of our clients. His work allows us to present qualified individuals quickly and efficiently — meaning we can present top-notch advisors in any industry within a short time to help our clients learn more about the industry of interest and make informed decisions.

Prior to Apex Leaders, David worked as the Marketing Manager for Greystar Properties at Boise State University. In that role, he managed student housing software and assigned 650 students per year. He also has experience handling strategic solutions as a marketing and communications associate for the Treasure Valley YMCA.

David has a BS in Marketing, BS in Advertising, and a Minor in History from University of Idaho.


Three words that describe me:

Empathetic, Communicative, and Supportive

What I’m most passionate about at Apex Leaders:

Working with the Apex Leaders team to find creative research solutions while identifying uniquely qualified candidates to solve the complex problems our clients face.

What I’m most passionate about outside of work:

Whitewater rafting — there is no rush like running through a class 4/5 rapid with a group of people working together, and making it through safely. It is a satisfying feeling knowing you all did something risky that can only be accomplished if everyone works together.

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

I bought the house I grew up in, in Mountain Home, ID. In the process I was able to help my parents get into a new home while making sure the house we have lived in for more than 20 years stayed in our family so we can continue to make memories in it.

One skill I’d like to learn:

Driving a stern frame raft

Yila Ataman

Client Services Manager

Yila Ataman

Client Services Manager

email yila.ataman@apexleaders.com

email View LinkedIn Profile

“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

email View LinkedIn Profile

“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

email View LinkedIn Profile

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

email View LinkedIn Profile

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

email View LinkedIn Profile

“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

Sam Grossklaus

Client Services Manager

Sam Grossklaus

Client Services Manager

email Sam.Grossklaus@apexleaders.com

email View LinkedIn Profile

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

Luke Gustafson

Client Services Manager

Luke Gustafson

Client Services Manager

email luke.gustafson@apexleaders.com

email View LinkedIn Profile

“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 andrea.hanks@apexleaders.com

email View LinkedIn Profile

“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

Jackie Krenning

Client Services Manager

Jackie Krenning

Client Services Manager

email jackie.krenning@apexleaders.com

email View LinkedIn Profile

“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

Garret Manske

Client Services Manager

Garret Manske

Client Services Manager

email garret.manske@apexleaders.com

email View LinkedIn Profile

“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

Marisa Mejía

Client Services Manager

Marisa Mejía

Client Services Manager

email marisa.mejia@apexleaders.com

email View LinkedIn Profile

“To claim absolute knowledge is to become monstrous. Knowledge is an unending adventure at the edge of uncertainty.”

As a Client Services Manager, Marisa collaborates with our research team to provide clients with leading industry experts to help navigate their investment decisions.

Before coming to Apex Leaders, Marisa worked as a college composition teacher while in graduate school. Her own coursework was focused on theories of learning and the relationship between language and society. That experience provided her with skills that she uses to this day, including the ability to juggle tasks and the creativity to find new solutions to difficult problems.

Marisa holds a BA in English with a Linguistics Emphasis from Boise State University and an MA in Teaching English as a Second Language from University of Arizona.


Three words that describe me:

Ambitious, Imaginative, Perceptive

What I’m most passionate about at Apex Leaders:

Supporting and building a relationship with my team.

What I’m most passionate about outside of work:

I love drawing and painting – art allows me to enter my own world.

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

My favorite perfume – scent has a big impact on my perspective and mood.

One skill I’d like to learn:

Cinematography

Hunter Taylor

Client Services Manager

Hunter Taylor

Client Services Manager

email hunter.taylor@apexleaders.com

email View LinkedIn Profile

As a Client Services Manager, Hunter’s role is to help our clients understand their investment/market research needs and support them from start to finish on investment projects. He also helps assist our team of SM’s in any project tasks they need.

Prior to Apex Leaders, Hunter worked in financial services and wealth management. He was primarily involved in full scale financial planning and building a business of retail clients under the umbrella of a financial company.

Hunter holds a BS in Business Marketing.


Three words that describe me:

Thoughtful, Honest, Confident

What I’m most passionate about at Apex Leaders:

I love managing client relationships and being a problem solver. One of the highlights of Apex Leaders is working with our wonderful team and putting in a collective effort towards our goals.

What I’m most passionate about outside of work:

I love Seattle Sports, hanging out with my family & friends, and playing golf.

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

A massage gun

Michael Wanta

Client Services Manager

Michael Wanta

Client Services Manager

email michael.wanta@apexleaders.com

email View LinkedIn Profile

“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

Tessa King

Customer Success Manager

Tessa King

Customer Success Manager

email tessa.king@apexleaders.com

“Set some goals, then demolish them.”

As a Customer Success Manager, Tessa is responsible for delivering value to our clients. She builds and maintains healthy, strong relationships to ensure longterm partnerships with clients.

Prior to Apex Leaders, Tessa worked in marketing and client onboarding. She was responsible for owning client relationships from receipt of signed contract through “go-live” of projects.

Tessa hold a BS in Marketing with a minor in Supply Chain Management from Indiana University of Pennsylvania.


Three words that describe me:

Achiever, Communicator, Problem Solver

What I’m most passionate about at Apex Leaders:

Ensuring our clients get the most value out of our partnership. I enjoy working with different, unique firms to find the ways Apex Leaders can best support them.

What I’m most passionate about outside of work:

Traveling! I love going to as many new places as I can. It’s so easy to get caught up in my own corner of the world, and traveling to new places gives me so much perspective.

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

A Nespresso coffee machine

One skill I’d like to learn:

Sewing

Lily Gregory

Research Associate

Lily Gregory

Research Associate

email lily.gregory@apexleaders.com

email View LinkedIn Profile

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

Josh Rundle

Research Associate

Josh Rundle

Research Associate

email josh.rundle@apexleaders.com

email View LinkedIn Profile

“Mo money, mo problems.”

As a Research Associate, Josh helps build our network of subject matter experts to serve as advisors to our clients for their investment decisions.

Prior to Apex, Josh worked at OpSec Security where he handled his client’s Intellectual Property and enforced trademark or copyright issues that were found online.

 


Three words that describe me:

Sarcastic, Serving, Smart

What I’m most passionate about at Apex Leaders:

Connecting our private equity clients with qualified advisors to better aid them in making informed decisions regarding potential investment opportunities.

What I’m most passionate about outside of work:

Spending time with my son, wife and dog out on lakes and rivers paddleboarding.

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

Paddleboards for my wife and myself.

One skill I’d like to learn:

Coding

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