Who's Moving Where In Wealth Management? – Ameriprise Financial, Savvy, Others

Editorial Staff

28 December 2023

Ameriprise Financial
Financial advisors Jason Kokaly and Brian Reiber recently joined the independent channel of has welcomed financial advisors Kevin Okim and Deborah Okim, to its independent advisor channel.

The husband-and-wife duo have arrived from Edward Jones, where they managed nearly $260 million in client assets. As partners at Okim Wealth Management in Reston, Virginia, their team includes client service associates Elizabeth Mendoza and Michelle Roof.