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Franz Tatum Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We believe in establishing a relationship with our clients to provide personal service based upon our clients’ needs and expectations. Through education, communication and collaboration we strive to establish financial stability and security to provide financial independence for themselves and those they love.

President of FRANZ TATUM WEALTH MANAGEMENT and is a CERTIFIED FINANCIAL PLANNERTM . She has been in the financial services industry since 1989 and is a native of the Coachella Valley. She has attended College of the Desert, California...

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Vice President of Franz Tatum Wealth Management and is a Chartered Financial Consultant™ through the American College. She began her career with EF Hutton in 1981, with various responsibilities including 19 years in management....

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Robin Potenza

Registered Administrative Assoicate



Robin joined Franz Tatum Wealth Management in July 2017 as an LPL Registered Administrative Associate. Robin began her career in the financial services industry in 1980 working at Thomson McKinnon Securities in New York City. Robin...

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Director of Marketing at Franz Tatum Wealth Management and Band Director for Raymond Cree Middle School. Lifelong resident of the Coachella Valley where he is currently the Director of Bands at Raymond Cree Middle School in Palm...

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I assist our advisors in creating and developing the Financial Plans and work with Gloria & Nila to create meaningful strategies that aim to secure your future and accomplish your goals. In my spare time I like to go on hikes with my...

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Chad Williamson

Financial Planning Assistant

I support our team by collecting all Financial Planning documents and data to create your Financial Plan, and help you set up your personal financial planning website. In my free time I enjoy playing a round of 18, practicing yoga, and...

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Ray Bell

Advanced Insurance Consultant

With over 20 years of industry experience, Ray is a well-respected specialist in advanced underwriting of Insurance, case design of large insurance strategies and policies. Ray is currently a JD candidate at the Massachusetts School of...

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