Eric Soiland & David Roche

Our Qualifications

David Roche and Eric Soiland both have more than 33 years of investment experience and as of 12/31/2021, manage over $304 million dollars for individuals, families, and business owners located throughout the United States.

David received his Bachelor of Arts degree from the University of the Pacific (Stockton, CA) in 1988 and Eric graduated from California State Lutheran with a degree in business administration.

Both have extensive training in building investment portfolios, asset allocation, college and retirement planning, income generation strategies and tax efficient investments. They hold all security registrations and insurance licenses applicable to their position, which allows them to offer complete investment services to their valued clients. They are joined by Senior Registered Client Associate, Patricia Castro with over 30 years of experience and Client Service Manager, Sharlet Briggs who provide Apex clients the first class service they deserve.