Associate Advisor
With Apriem Since 2024

Halle works closely alongside the firm’s Chief Wealth Manager, Chris Whitaker, CFP®, AFI®, assisting with day to day responsibilities while continuing to learn and grow in her role. This is her primary focus, and it allows her to gain hands on experience while supporting high level client service. She also assists the client services department to help ensure client needs are met to the highest degree.

Halle brings a strong operational background to Apriem, having previously worked at a broker dealer for three years as an Operations Specialist before pursuing her MBA at Chapman University. This experience has given her a deep appreciation for accuracy, follow through, and exceptional client service.

Halle is known for being highly organized and detail oriented, qualities that make her a reliable and trusted member of the Apriem team. If she were a roommate, she would be the one keeping shared spaces spotless, though cooking would not be her contribution.

Outside of work, Halle is an avid traveler who enjoys exploring new cultures. She participated in a summer study abroad program in Costa Rica and Nicaragua to study Spanish and hopes to one day travel to Finland to see the Northern Lights and cross that adventure off her bucket list.