APEX Advisory Group, Inc.

Rebecca Jensen is a financial advisor at APEX Advisory Group, Inc. in Spokane, WA, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to founding APEX Advisory Group in 2020, she worked at NYLIFE Securities LLC and New York Life Insurance Co. and has a background with Sphyra, LLC and Max Q Training Company, Inc. She is also the managing member of No Worries CFO, LLC, a tax preparation and accounting firm. APEX Advisory Group provides investment advisory and financial consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a valuation-driven, fundamental, long-term investment approach and utilizes third-party discretionary managers for portfolio implementation, while offering tax, insurance, and exit-planning services through affiliated entities.

Bill Smith is a financial advisor with APEX Advisory Group, Inc. in Spokane, WA, holding a Series 63 designation and 35 years of industry experience. He has been affiliated with multiple related entities, including The Apex Group and Questar Asset Management, since 1987. In addition to advisory services, he spends part of his time selling insurance products. APEX Advisory Group, Inc. provides investment advisory and financial consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm follows a valuation-driven, fundamental, and long-term investment philosophy, primarily implementing portfolios through third-party discretionary managers while offering tax, insurance, and exit-planning services through affiliated entities.

Richard Tiffany is a financial advisor with APEX Advisory Group, Inc. in Spokane, WA. He holds the ChFC® designation and securities licenses Series 63 and Series 65, and has eight years of industry experience. He has worked at Capital Financial Services, Inc. since 2014 and with Guardian Life Insurance Co. of America since 2011. He is also involved in fixed insurance through various insurance companies. APEX Advisory Group provides investment advisory and financial consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm follows a valuation-driven, fundamental, and long-term investment approach, primarily using third-party discretionary managers for portfolio implementation and management, while offering services that include retirement planning, estate planning, and insurance planning.