Every meaningful summit
deserves a guide who knows
the path to the apex.
We clear the financial fog for business owners, retirees, and families ready to leave the guesswork behind, turning tangled complexity into purposeful plans built for real life.
Experience true clarity when you partner with Apexflow.
55+ Years Helping
Clients Find Their Way Forward
For decades, we’ve helped business owners, retirees, and families make thoughtful decisions through life’s most important financial transitions.
Purpose-led planning
Integrated wealth, tax, and estate strategy
Expertise across generations and business ownership
Trusted guidance for every step of the journey.
Clarity creates momentum.
A destination without a route is just a wish. Our planning process creates the structure, milestones, and accountability needed to help turn intention into progress. Because reaching what matters most isn’t about moving faster. It’s about moving forward with purpose.
Meet the ApexFlow team
Every plan at ApexFlow is built by people first. Meet the team responsible for clearing the fog, challenging the status quo, and helping clients live with clarity, confidence, and purpose.
Trevor Hanson
Founder | President | Wealth Advisor, RJFS
“I lead with high challenge and support. I say what others won’t, ask what others don’t, and can deliver what others can’t: purposeful, customized planning grounded in truth and care.”
As Founder, President, and Wealth Advisor, RJFS at ApexFlow Wealth Management, Trevor leads a diverse team of dedicated professionals who manage and create financial plans across multiple generations. Before founding ApexFlow, he served as Senior Vice President for a large financial corporation, advising some of the country’s most successful families, business leaders, physicians, executives, and large nonprofits.
Jaden Gurney
Founder | President | Wealth Advisor, RJFS
“Money decisions are often life decisions. I help clients navigate them with clarity and confidence.”
Born and raised in the heart of central Utah, Jaden Gurney’s roots run deep in the Salina area, where generations of hard work and community values have shaped his approach to life and business. Growing up on a working cattle ranch, he learned early the importance of discipline, responsibility, and perseverance, qualities that continue to guide his work with clients today.
Katie King
Founder | Sr. Vice President | Wealth Advisor – RJFS
“True wealth isn’t measured by what you’ve accumulated. It’s measured by the freedom, impact, and confidence you’ve created.”
Katie King is a purposeful planner, trusted advisor, and an essential leader at ApexFlow Wealth Management. With more than 25 years in the financial services industry, Katie brings a rare combination of deep technical expertise and empathetic, high-support leadership to every client relationship.
Samuel Preine
Wealth Advisor – RJFS
“Confidence comes from knowing your financial decisions are aligned with your values, not just your investments.”
Samuel Preine is a Registered Wealth Advisor at ApexFlow Wealth Management, where he blends a decade of experience — five years in finance and five in psychology — to deliver a uniquely human-centered approach to wealth planning.
Elisa Meacham
Client Service Manager
“I take pride in anticipating client needs and fostering trust through clear communication.”
With over eight years of expertise as a Payroll Manager, Elisa has built a reputation for precision, leadership, and a deep understanding of financial operations. Her passion for helping individuals navigate complex financial landscapes has now led her to an exciting new chapter in her career.