







01
What We Do
Coaching, Counseling & Consulting. Coaching to help our clients tap into their full potential, unlocking sources of creativity and productivity. Counseling to develop a financial plan that gets them to their dreams. Consulting to analyze, implement, and mitigate enduring challenges.
02
Our Approach
Empathy, Collaboration & Innovation. Empathy is key to understanding perspective and finding solutions. Collaboration is powerful to foster trust and ensure a solution aligns with client values. Innovation is essential to exploring creative approaches leading to breakthrough solutions.
03
Our Mission
Empower individuals and organizations to reach their full potential by providing innovative solutions and personalized support. Create a positive impact on the world by helping people and businesses thrive through cutting-edge technology and exceptional service.

About Our Firm
About Our Firm

Coaching
Coaching
1-On-1, Group, Team & Organizational Coaching For Government & Industry, Entrepreneurs & Executives
We help our clients tap into their full potential, unlocking sources of creativity and productivity. We coach clients on diverse topics (e.g., professional, personal, time management, burnout, self-confidence, career transition, retirement, etc.) guided by extensive training, experience and certification.

Counseling
Counseling
Financial Counseling for Individuals & Families
Financial counseling is more than providing information and guidance about investments. My real job as a financial counselor is to understanding my client’s dreams, hopes and goals for the future, and then partner with them to develop a plan that gets them there.

Consulting
Consulting
Solutions in Cyber, Program Management, Workforce Training & Business Operations
We leverage decades of experience working with long-established companies, government organizations and start-ups to mitigate challenges. Whether it’s evaluating a competitive landscape prior to launching a new service or guiding organizations through turbulent fiscal cycles, we deliver measurable impact.
Stats
Stats
Apex By the Numbers
Apex By the Numbers
$M Under Advisement
Clients Empowered
Organizations
Years Of Experience
Coaching
Coaching
Coaching is the practice of partnering with clients in a thought-provoking and creative process that inspires them to maximize their personal and professional potential. Coaches honor the client as the expert in his or her life and work and believe every client is naturally creative, resourceful and whole. In coaching, we recognize that everyone is unique and an expert in their own life. Your experiences interacting with the world is different from your coach’s experiences. We are not here to give you the answers because doing so would come from our own biases and life experiences, which does not acknowledge your value.
Instead, we will focus on learning from your experiences and then co-create solutions that make sense from your perspective and available choices. We all have goals we want to reach, challenges we’re striving to overcome and times when we feel stuck. Partnering with a coach can change your life, setting you on a path to greater personal and professional fulfillment.
There are a lot of coaches out there, and anyone can call themselves a coach; however, the International Coaching Federation (ICF) is the leading government body of the coaching field and sets the standards of certification within the coaching industry. Their credentials are considered by most to be the ‘gold standard’ in the coaching field.
Do you have 30 seconds? Take an assessment to help identify how you prioritize various areas of life? This tool, the Wheel of Life, is one of many we might use together. It graphically identifies areas where you currently devote energy, bringing attention to areas you might want to change. After you’re done, think about the balance in your life and which areas need alignment to achieve more balance.
Counseling
Counseling
Financial counseling combines the skills of coaching, teaching, and research to put you on a path to your financial goals. You might consider working with a financial counselor to:
- Analyze your financial situation
- Discover your financial goals
- Craft a strategy to achieve your financial goals
- Make suggestions for responsible money management
- Recommend ways to reduce or eliminate debt
- Devise a plan for building up savings
- Support you as you tackle financial challenges
- Help you file tax returns
While anyone can call themselves a financial counselor, it’s important to work with a financial counselor accredited by the Association for Financial Counseling & Planning Education (AFCPE) and who brings the experience you need to achieve financial confidence. Accredited Financial Counselors (AFCs) are the gold standard in providing comprehensive life-cycle financial education, and provide the knowledge and skills to assist clients in complex financial decision-making. As an AFC we will (1) address your immediate money challenges, (2) create a plan to achieve your unique goals and dreams, and (3) build a sustainable foundation for long-term financial well-being. When you work with an AFC professional you receive financial education and guidance specific to your situation. An AFC will never sell you products. AFCs have completed financial education, accumulated 1,000+ hours of experience, attested to a counselor code of ethics, and passed a 3-hour proctored examination.
Consulting
Consulting
Unlike coaching which focuses on unlocking the answers a client already has, consulting taps into the full range of specific expertise and experience the consultant brings to the engagement. In the case of Apex C³ we bring decades of experience delivering impact across:
Cyber & Information Technology (IT). Cyber and IT consultant services to help keep clients’ data protected from cyberattacks and similar risks. We evaluate organizations’ technology requirements, identify areas for improvement, and deploy solutions to increase efficiency, security, and effectiveness. Some key areas are strategic planning, system integration, cybersecurity, cloud services, IT infrastructure, and digital transformation.
Program Management. Helping organizations manage complex projects and programs with a focus on several key tasks, including, but not limited to, risk mitigation, resource allocation, quality assurance, strategic alignment, and cost reduction.
Training & Education. Plan and implement employee education programs typically focused on helping employees improve their job or sales performance and hone their skills so that they can be more productive. We create and implements effective training programs for organizations by assessing the organization’s existing training resources and developing a program that addresses skills gaps and business goals.
Strategy, Entrepreneurship & Business Operations. Analysis and advice to improve a company’s processes. We assess companies through research, data analysis and direct observation and then provide advice for methods of improving performance within the organization.
Success Stories

“I value the opportunity to check-in with Apex C³ weekly, which has served as an accountability mechanism to help me make concrete changes.”
Manager, U.S. Department of State

“The Apex C³ portal is fantastic! I can add action items, which help me create reminders for things I need to get done, not to mention hold myself accountable.”
Individual, Saving for Retirement

“The design and implementation of a methodology to forecast sales leads ensured that we met our rapidly expanding global revenue targets, thank you!











