FTWM Team
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...
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....
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...
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...
