Congratulations to the following employees on their recent promotions:
Jennifer N. Olson, CFA, CIPM, CFP®, AIF®
Jennifer’s skills have been tested during her 12 years with Apriem Advisors. Aside from being the senior financial analyst for the investment team and assisting in compliance, she will be handling Apriem’s corporate finance. Since 2011, Jennifer volunteers as a mentor for Big Brothers Big Sisters of Orange County, where she was once honored as the Big Sister of the Year.
Joey is our operations extraordinaire! Known for “solving the unsolvable,” Joey has more than a decade of RIA experience and is a huge asset to the Apriem team with his skills as process analyst and CRM enthusiast. Fun fact: he aspires to be the next “Samurai Gourmet” when he retires.
Alan moves up to the financial analyst position after two years with the firm. He’s passionate about learning about global economics and how these dynamics can impact a client’s portfolio and financial position. Before he “kicks the bucket,” Alan wants to travel around the world and spend time in native habitats to see life from different perspectives.
Apriem welcomes the newest members to its talented team!
Joshua J. Garland, ChFC®
Joshua brings to Apriem a unique professional experience, which is a great complement to Apriem’s array of services. In his former position as director for an annuity company, he was able to support financial advisors and independent insurance professionals with professional education, case consultation and annuity product selection. As a financial advisor at Apriem, he will be assisting wealth managers in providing client service and financial advice. In his free time, he serves as youth hockey coach for his son and daughter’s hockey team, “The Golden Ducks.”
Associate Financial Planner
Kayla was a former Apriem finance intern in 2017 and while finishing her undergraduate degree, she worked as a part-time associate financial planner. She graduated from California Baptist University, with a Bachelor of Science in Accounting, Summa Cum Laude. We welcome her as our full-time associate financial planner.