Our Firm

Have you ever listened to a symphony as it is warming up?  Each musician is working on different parts of the piece they are getting ready to perform, each playing at different speeds and different places in the music. Every instrument individually may be emitting a beautiful sound, but it’s not until the conductor brings them all together does the noise become music!

Your financial portfolio works in much the same manner.  Your tax advisor, investment professional, insurance agent and estate attorney may all be doing good work for you – based on the information they have.  However, if there is no communication between them, then your financial portfolio may be a lot of  fragmented “noise.”

APEX Financial Solutions can be your “Conductor!”  Our unique approach to assisting clients meet their goals is truly comprehensive.  APEX Financial Solutions has formed an alliance of financial professionals under one roof to consult for all of your planning needs.  This allows us to ensure that your financial portfolio is well coordinated and efficient.  To find out more about how the approach to planning can benefit you, please contact us at (405) 842-2720 or stop by our office.

Our APEX Associates!

Charles David WallinPresident

Registered Principal, Walnut Street Securities

e-mail:  dwallin@apexokc.com

Jeffrey L. Dodson, CSA

Vice President of Investments

Registered Representative, Walnut Street Securities

e-mail:  jdodson@apexokc.com

J. Michael Entz

Registered Principal, Walnut Street Securities

Attorney and Couselor at Law

Law firm of J. Michael Entz

e-mail:  michael@michaelentz.com

Ray Young, CPA

Tax Counsel

e-mail:  ryoung@coxinet.net

John M. Cox

Registerd Represenative Walnut Street Securities  jcox@apexokc.com

Carl E. Thomas

Registered Representative, Walnut Street Securities

e-mail:  cthomas@apexokc.com

Mandy McAtee

Registered Representative, Walnut Street Securities

e-mail:  mmcatee@apexokc.com