Money is just a thing, having the freedom to live the way you want is everything.

Brenna Warren,
Certified Financial Planner ™
since 2012

What Matters Most

Wealth Management means helping you navigate and excel in all areas of your financial world. My role is to help you get from where you are to where you want to be. It’s not all about markets, portfolios, or numbers, it’s about life. Your life.

My Values

The Process

We start by understanding your unique values, goals and situation. From understanding who you are and what you want, we craft an overall financial plan to incorporate all aspects of your financial world. Once in place, I will continually monitor and tweak your plan as needed to keep you on track. I will worry about handling the details so you don’t have to.

The Process

Who I Work With

At Apex we are looking for clients who:

  • Trust and engage in the process

  • Prioritize connection and collaboration over cash and numbers

  • Want to talk plans, not shop returns

  • Are coachable and open minded

  • Believe in growth

  • Are all in

Its totally ok if you:

  • Have a complicated situation

  • Feel overwhelmed

  • Don't really care about the market

  • Don't know much about investing

  • Have LOTS of questions

Its not ok if you:

  • Place all your focus on returns instead of relationships

  • Don't understand the importance of reciprocal trust

  • Don't want to share what really matters to you

  • Are a jerk (we're serious)

I'm looking forward to meeting you!

Get Started