The Financial Services Network Investment Committee

Often wealth management firms rely on a single investment officer to oversee and recommend investments for their clients. With our commitment to bring you the most up-to-date strategies and market insight, one set of eyes just isn't enough. As our business evolves, we review our decisions collaboratively with a team of investment professionals. Combined they form our Investment Committee, providing a range of experience and perspectives, rather than a unilateral approach. As an advisor, we are supported by this collective in our process of evaluating options, seeking innovative approaches and products that support our client's objectives. 

George Temel, CFP®

Principal and Investment Advisor Representative

Clarity Financial Planning

 

 

 

 

Evan Gruchot, RICP®

Director of Advisor Services

Clarity Financial Planning

 

 

 

 

Jeremy Olen, CFA®

Managing Partner & Chief Investment Officer

The Financial Services Network

 

 

 

 

As an owner and Managing Partner of The Financial Services Network and Chief Investment Officer for the Portfolio Consulting Team, Jeremy is responsible for supporting Clarity Financial Planning in how to best leverage investment tools, strategy, and technology to support the practice. Jeremy's prior experience includes the establishment and management of a natural resource hedge fund, Stowe Partners LLC, has published two indices and launched two ETFs. In addition, Jeremy developed the Quantitative Allocation Methodology™ for the design and management of investment portfolios.

 

Jeremy lives in Sacramento, and in his free time loves nothing more than spending time with family and hitting the slopes. 

 

Joel Gourdin, CAIA®

Vice President, Portfolio Consulting & Analytics

The Financial Services Network

 

 

 

 

As Vice President of Portfolio Consulting and Analytics, Joel leverages the insight and resources of the Portfolio Consulting team to provide guidance to Clarity Financial Planning on topics of investment alignment, asset allocation and portfolio risk. Knowing the challenges of applying quantitative analysis, his mission is to make what is complex more digestible and enhance the investment experience of the end-client.

 

Joel joined the team from the Principal Financial Group, where he spent three years as Director of Portfolio Analytics. In this role, he developed an in-house, portfolio consulting program designed to apply forward-looking analysis to advisor portfolios in order to better address risk.

 

Joel currently resides in Folsom with his wife, their two children, and a mischievous miniature labradoodle named after a member of the Beatles—appropriate for a family that loves music.