Broker Check


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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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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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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Gabriel Adams, CFP®

Manager, Financial Planning

Gabriel (Gabe) is a member of The Wealth Consulting Group’s Advisor Resource Center (ARC) and he has obtained the CERTIFIED FINANCIAL PLANNER™ designation. Gabe has several years of experience in multiple areas of financial...

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