PROMOTIONS & EDUCATION:
Christopher A. Whitaker, CFP®, AIF®
Sr. Financial Advisor, Sr. Financial Planner
Congratulations to Christopher Whitaker on the well-deserved promotion to Sr. Financial Advisor & Sr. Financial Planner! Christopher has been a key member at Apriem for the last five years. An incredible communicator, he navigates clients in accomplishing their financial goals with his competency in all six areas of financial planning. He has a passion for leading the next generation in developing financial literacy by facilitating Apriem’s summer internship and spearheading a financial literacy course. Christopher excels in caring for and educating his clients in their financial journey!
Lindsay M. Duran
Client Services Manager
Congratulations Lindsay Duran on being promoted to Client Services Manager! Lindsay’s background in retail and now three years of working at Apriem has made her an expert in her field. Our clients have developed a deep trust in Lindsay’s services, as she has met each of them with her warm heart and skillful problem solving. From the clients she serves to the Apriem staff, we’re all grateful to have her on our team!
Megan E. Schwab, CFP®
Financial Planner
Announcing another CFP® professional, Megan Schwab! The CFP® Certification is recognized for its high standard of professional education, stringent code of conduct and standards of practice, and ethical requirements. This accomplishment is a revered milestone in the finance field, and serves as a symbol of Megan’s commitment to her practice. Along with this achievement, Megan was promoted to Financial Planner in her department. Congratulations to Megan Schwab, CFP® on these successes!
Sunni D. Allen, AIF®
Client Services Specialist
Congratulations to our newest Client Services Specialist, Sunni Allen, AIF® Designee and Series 65 Licensee! Apriem is thrilled to have another team member who has demonstrated the fiduciary standards of care to serve the best interests of our clients. Sunni is essential in keeping Apriem running the way it does. She’s proactive in the needs of our clients and staff and is a systematic problem solver. We are proud of you, Sunni Allen, AIF®!
Jose V. Rendon
Sr. Portfolio Administrator
Apriem’s proud to announce Jose Rendon’s promotion to Senior Portfolio Administrator! In the past year that Jose has served with Apriem, he’s been an incredible asset and leader. Jose has also obtained his Series 65 license! Jose is also a CFA Level 1 candidate, a globally recognized credential in the investment management profession that demonstrates strong foundation in advanced investment analysis, financial expertise, and real-world portfolio management skills, underpinned by ethical conduct and high standards of practice.
Cole N. Ducote, AIF®
Associate Financial Planner
Congratulations to Associate Financial Planner, Cole Ducote, for passing the AIF® Exam! Cole works in the Financial Planning Department, helping clients architect personalized routes in order to reach their financial goals. Outside the office, Cole has been putting in the hours to earn additional accreditations and is currently working towards getting his CFP® certificate. We’re proud of his achievement and demonstration to better serve our clients!
NEW STAFF:
Kellie T. Chou
Administrative Assistant
Welcome to the team, Kellie Chou! Accomplishing her Bachelors in three years, Kellie is a hardworking and efficient team member who pours her heart into all she does. She comes from a design and communications background, allowing her to work in multiple departments here at Apriem. Alongside working with Client Services, Kellie will be assisting in our Compliance and Marketing departments.
Michelle S. Campos
Administrative Assistant
We are excited to welcome Michelle Campos to the team as a part of Client Services! With three years of background working in IT, she offers Apriem insight on developing the most efficient communication systems. An avid learner, Michelle is trilingual in English, Spanish, and Arabic! She’ll be serving our clients from the front desk as the first point of contact. We look forward to having you meet and talk to her soon!
Disclosure: For more information on our staff and disclosures on professional designations/credentials that we have, please read here.