Every client who walks through the door of Franz Tatum Wealth Management arrives with a story—of experience, responsibility, hope, or transition. Some are building wealth for the first time. Some are navigating careers, businesses, or caregiving roles. Others are looking to honor the generations before them or pave a clearer path for those who will follow. What they all share is the desire for guidance designed to support them with dignity, clarity, and respect.
That is where Gloria Franz enters the story.
As founder and president of Franz Tatum Wealth Management, Gloria specializes in supporting clients who want a partner—not a transaction. She works best with those who value collaboration and appreciate an advisor who listens deeply and honors their lived experiences. She proudly serves clients from many diverse backgrounds, including women; Hispanic/Latino and African American families; LGBTQIA+ individuals and couples; blended and multigenerational households; and first-generation wealth builders seeking an inclusive environment where they feel respected and understood.
Gloria guides each relationship through the firm’s signature Peridot Process, a Personal-CFO approach that brings structure to complexity. Rather than overwhelming clients with jargon or fragmented advice, she organizes their financial world into eight interconnected pillars, creating a unified plan that grows and adapts as life evolves. With each step, clients gain greater clarity, stronger confidence, and a roadmap designed around what matters most to them.
Her philosophy is rooted in the belief that wealth is not simply about accumulation it is about empowerment. It is about the parent striving to provide stability, the entrepreneur balancing risk and possibility, the couple blending finances and dreams, or the individual rebuilding after loss or transition. Gloria’s aim is to help clients feel seen, heard, and equipped to make decisions that reflect both their present needs and their future aspirations.
With more than 30 years of experience as a CERTIFIED FINANCIAL PLANNER™, Chartered SRI Counselor™, and Personal CFO, Gloria blends technical expertise with empathy and insight. A lifelong Coachella Valley resident, she brings community leadership, local perspective, and a dedication to responsible, values-aligned investing into every client relationship. Gloria also enjoys a full and connected life with her husband of more than 30 years, their child, four beloved fur babies, and a large extended family who bring joy, grounding, and purpose to her every day.
Clients often describe working with Gloria as grounding. She listens with intention, explains with clarity, and offers guidance that fits the real world not a theoretical one. Whether navigating milestones, preparing for uncertainty, managing transitions, or pursuing meaningful impact, she serves as a valued advocate at every turn.
At its heart, Gloria’s work is about partnership—helping clients organize their financial lives so they can live more fully, give more intentionally, and move forward with purpose.

Licenses: Series 7, 24, 63 (LPL Financial); Series 65 (WCG Wealth Advisors)
CA Insurance License: #0A46101
 

Nila Tatum’s career in financial services began in 1982, when she entered the industry with a natural curiosity, a strong work ethic, and a desire to help people feel more confident about their financial lives. Over more than 40 years, that desire has grown into the foundation of her professional purpose.
Early in her career, clients were drawn to Nila’s steady presence and her ability to make complex financial topics feel understandable. As she advanced through EF Hutton, Smith Barney, and Merrill Lynch, and later became Vice President of Franz Tatum Wealth Management, she noticed a common theme: clients didn’t just seek answers—they sought reassurance, clarity, and a valued partner who would help them make thoughtful decisions for themselves and their families. They relied on her experience to evaluate their financial choices, help coordinate communication among their advisors, and prepare for the long-term needs of their loved ones.
Central to Nila’s approach is a belief that everyone deserves the confidence that comes from understanding their financial world and having a clear plan for the future. This purpose shapes the way she begins each client relationship—by first understanding what matters most. She takes time to learn about a client’s goals, responsibilities, values, and long-term vision before offering guidance or solutions.
As a woman in the profession, Nila understands the importance of being heard and respected. This perspective influences the way she works with clients across a wide range of backgrounds, including women; Hispanic/Latino and African-American families; LGBTQIA+ individuals and couples; blended and multigenerational households; and first-generation wealth builders. She approaches every relationship with care, curiosity, and respect for cultural identity and personal history. Many clients share similar hopes: supporting their families, building meaningful lives, and preserving a legacy that reflects their values. Nila supports these goals with empathy and intention.
To provide clarity and structure, Nila uses The Peridot Wealth Process, a proven and proprietary planning framework developed by the firm. Inspired by the qualities associated with the Peridot stone—prosperity, insight, and harmony—the process brings organization and purpose to a client’s financial world. Through thoughtful discovery, collaborative design, and ongoing guidance, Nila helps clients integrate their goals, values, and responsibilities into a coordinated long-term plan.
Her professional knowledge is supported by the Chartered Financial Consultant™ (ChFC™) and Chartered Sustainable, Responsible, and Impact Investment Counselor™ (CSRIC®) designations. She maintains multiple FINRA securities registrations—Series 7, 8, and 63 through LPL Financial and Series 65 through WCG Wealth Advisors—and holds a California insurance license. These credentials reflect her commitment to professional excellence and continuous learning.
Outside of her professional work, Nila is deeply involved in her community. She has supported organizations such as AYSO Palm Springs, the Boys & Girls Club of Palm Springs, Palm Springs High School Athletics, and the Rancho Mirage Woman’s Club, where she has served in multiple leadership positions. She is also a graduate of Leadership Coachella Valley, Class of 2015.
Family remains at the center of Nila’s life. Married since 1976, she is the mother of three daughters, grandmother to four, and “mom” to her Rottweilers. Her values—responsibility, care, and long-term commitment—guide the way she serves her clients and her community.
 

Securities Licenses: Series 7/8/63 securities registrations held through LPL Financial.  Series 65 registration, held through WCG Wealth Advisors.

CA Insurance License: #OC59248

Haylee brings a wealth of customer service experience to her role at Franz Tatum Wealth Management, drawing from her background in the banking industry. Thrilled to become part of the Franz Tatum team in July 2021, she aligns with their commitment to prioritizing the wellbeing of both colleagues and clients.

In her role, she provides essential administrative and operational support to the clients and team. With a focus on enhancing the client experience, she assists in preparing the team for meetings, maintaining relationship management systems, executing a range of client requests, and optimizing internal processes. Driven by her passion for finance, she is actively pursuing a degree in Business Administration to continually enhance her knowledge and skills.

Originally from Vancouver Island, British Columbia, Canada, Haylee now calls the desert home, having spent over a decade here. While she embraces her new surroundings, she holds fond memories of the ocean and lush greenery of her hometown. During her downtime, Haylee explores various interests, from embarking on adventures to honing her crocheting skills, all while cherishing moments with her two dogs, Bella and Charlie.

Caitlin brings over 17 years of experience in corporate and personal financial planning. Prior to joining WCG, she developed detailed comprehensive financial plans for high-net-worth clients at small RIAs. She began her career working as a financial analyst for an international non-profit as well as mid-sized corporations focusing on budgeting and analysis.

Caitlin is a Certified Financial Planner® and Enrolled Agent and holds the Series 65 license. She graduated from the University of Virginia with a B.A. in Economics and holds a M.A. in International Commerce and Policy from George Mason University.

Caitlin lives in the Middle Peninsula region of Virginia with her husband and two dogs. She enjoys running, watching and playing sports, and is involved in two local non-profit organizations.

With over 25 years of experience in the investment industry, Erika brings a wealth of expertise to the Wealth Consulting Group. Specializing in qualified retirement plan design, recordkeeping, and plan consulting for employers, she is well-versed in a variety of retirement plans, including qualified and non-qualified plans, SIMPLEs, and IRAs. Erika’s advisory experience has provided her with deep insight into the fiduciary responsibilities of retirement plans and the critical importance of delivering effective employee education.

As a Certified Financial Planner® professional, Erika understands how vital company retirement plans are in both attracting and retaining top talent. She recognizes these plans as a crucial element of an employee's long-term financial success. Erika's extensive financial planning background also includes working with high-net-worth individuals to create comprehensive financial plans tailored to their specific needs.

Erika holds a Bachelor of Science degree in Accounting from Montana State University in Bozeman. A lifelong Montanan, she grew up on her family’s ranch on the eastern plains and remains deeply connected to her roots. While she enjoys exploring new places, Erika most often spends time with her daughter, embracing all the outdoor activities that their “backyard” has to offer.

AJ was born and raised in New Jersey but now calls the West Coast home. His home is in Portland, Oregon. He recently graduated from Marist College with a Liberal Arts degree in Political Science.  

AJ is a big Star Wars fan, but he could never choose a favorite. He also enjoys playing board games. His favorite being “Watergate”. AJ’s loves food, in particular, he loves pulled pork sandwiches.

With more than 22 years of professional investment experience, Jim has experience as an advisor, in building and overseeing multiple advisory platforms, and in managing two mutual funds.

Jim has built fundamental, risk-based, and quantitative investment strategies using mutual funds, ETFs, and equities as well as those focused-on alternatives or technical analysis. He has built models emphasizing active management, passive management, a blended Core-Satellite approach, and single or multi-factor approaches.

More recently, Jim helped oversee the portfolio management, analysis, and due diligence for $4 billion of managed assets at Allworth Financial.

Jim holds the Chartered Financial Analyst® designation and the Chartered Market Technician designation. He also is a full member of the Chartered Alternative Investment Analyst Association®. He graduated with a Bachelor of Science in International Business Management from Brigham Young University –Hawaii with Mandarin as the foreign language. Prior to college, Jim served a two-year mission for his church in the Philippines. He speaks fluent Tagalog.

Jim loves nature, reading, writing, hiking, good movies, and going to the lake, river, or beach with his family and dogs.

Jim Worden is an Investment Advisor Representative of WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as The Wealth Consulting Group. He is not affiliated with LPL Financial, LLC.

Brian is a Certified Financial Planner™ with the Wealth Consulting Group. He graduated from Boise State in 2016 with a Bachelor in Finance and played number 1 singles on the tennis team his senior year. Brian holds his Series 7 through LPL Financial and his Series 66 registration with WCG Wealth Advisors & LPL Financial, along with his state Life, Health, and Variable Annuity Insurance license.

Brian joined The Wealth Consulting Group full- time after graduating. He began in the trading and investment department and now directly services clients, helping them pursue their financial goals.

Born and raised in Las Vegas, Brian enjoys playing tennis and pickleball, watching movies with family and friends, and spending time with his White Labrador, Jax. He is a big fan of the Dallas Cowboys and Boise State sports.

CA Insurance License #0H36213

Ray has over 24 years of industry experience helping clients work towards solving complex insurance and estate planning issues. He has experience in advanced insurance underwriting, case design, and negotiation.

Before joining the team, Ray was an internal wholesaler at Sun Life and most recently Senior Sales Consultant at LPL Financial.

In his free time, he enjoys cooking, pairing fine wines, mountain biking and attending classic car shows.

Marc is involved with every assessment of the profit and loss of the firm, including business decisions, acquisitions, where we are going, and how we get there. Marc has been a small business owner and C-suite executive and understands the unique needs of business owners. Understanding the balance between the human aspect and financial needs of businesses, his unique insights allow him to relate to advisors and help them achieve and exceed their goals. Marc is part of LPL’s Business Solutions, a service that provides industry-trained LPL professionals who can help simplify operations and streamline LPL advisors’ practices.

Marc lives in San Diego with his wife and three children. A native of Philadelphia, he still cheers on his hometown teams including his beloved Phillies.