APEX WEALTH MANAGEMENT - Key Persons
Amara joined Apex Wealth Management in December 2007 and brings with her extensive experience in client service and office management. As Client Service Manager, Amara has primary responsibility for all client service related matters. She is currently serving on Triad Advisors Operations Advisor Council.
Amara and her husband, Ken were married in 1993 and have one grown son. She enjoys spending her free time with family, friends and her two min-pins, Cooper and Chloe.
Chris Strickland has been in the financial services industry for 3 years, after 10 years of operations and logistics management. With his Bachelor's degree in Accounting, Chris also holds his Life, Health and Variable Annuity license as well as FINRA Series 7, 66, and 24 licenses.
Chris' mission is to provide the highest level of service available through helping clients identify and prioritize their financial objectives. His goal to help individuals and families have a better understanding of where they currently are financially and help get them where they want to be.
Born and raised in Jacksonville, FL, Chris has called Central Florida his home for the last eight years. He currently lives in Winter Springs with his wife of 7 years and their two-year-old daughter.
Daryl has been in the financial services industry for over 30 years. The first 10 years were spent in both public and private accounting working with businesses of varying sizes and industries. In 1999 he decided to expand his services and bring his knowledge and experience to the individual market.
Daryl earned a Bachelor's degree in Accounting from Florida Southern College and a Master's in Business Administration (MBA) from Florida State University with concentrations in taxation and investments. In addition to being a Florida-licensed Certified Public Accountant (CPA) since 1989, Daryl also holds a Life, Health and Variable Annuity license as well as FINRA Series 6, 7, 24, 63 and 65 licenses.
Daryl has been married to his high school sweetheart since 1988 and together they have three adult children. He is a life long resident of Central Florida.
Ken is a financial services veteran of over 30 years. His initial years were spent in public accounting, primarily involved in assisting clients with tax planning issues. In 1999, consulting services were expanded to include all four aspects of wealth management: (a) wealth protection; (b) wealth accumulation; (c) wealth distribution; and (d) wealth transfer.
His hometown is Virginia Beach, Virginia. He received a Bachelor's degree in Accounting from Virginia Tech and holds a CPA certificate as well as a FINRA series 6, 7, 63, and 65 securities licenses. He and his wife, Margie, have been married for 33 years. They have two sons and a daughter.
Ken's goal at Apex is simple.......to have a favorable impact on the quality of a client's life. He has noticed throughout the years that wealth management means something different to every individual. Money, the driver of wealth management, is profoundly personal and highly emotional and should be treated differently than any other product or service. As a financial service professional, he will strive to help you achieve your life goals by providing you with objective, integrated and comprehensive advice.