Gloria is the founder and president of Franz Tatum Wealth Management and is a CERTIFIED FINANCIAL PLANNER™, a Chartered SRI Counselor™ and a Personal CFO. 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 State University, San Bernardino and has completed the financial planning certification program through the Certified Financial Planner Board of Standards, Inc. (www.cfp.net), and the College for Financial Planning, Chartered SRI Counselor™ program designed for advanced financial planners, providing foundational knowledge on sustainable, responsible and impact (SRI) investments, in partnership with US|SIF. (www.cffp.edu) (www.ussif.org) She holds multiple FINRA securities licenses along with her State of California insurance license.

She believes that wealth management planning should be designed around your personal goals and values.  The true meaning of wealth does not revolve around what money can buy - it is a tool that allows you to live life on your terms and can be used to impact causes that matter to you. Wealth management encompasses so much more than investment advice; it is a process that works toward bringing clarity through organization.  She works with a team of qualified advisors to educate, encourage, and empower you.

Gloria believes in giving back to her community.  She is active in the GFWC Woman’s Club of Indio, since 1997 (www.wcindio.org), the Planning Commission (chairperson 2020) and past member of the Citizen’s Finance Committee for the City of Indio(www.indio.org). Gloria also has the distinguished honor of being chosen as one of 2020’s “Angels on Earth” Above and Beyond Award recipient (https://angellightacademy.org), 2013’s Business Woman of the Year award recipient presented by Assemblymember V. Manual Perez and graduate of the 2002-2003 Leadership Coachella Valley program (www.leadershipcv.org).  She has served as a board trustee of the Coachella Valley History Museum, since 2008 (www.cvhm.org), is part of the Editorial Board at The Desert Sun, since 2015 (www.desertsun.com) and is a Governing Board member for the Desert Care Network (JFK Memorial Hospital) since 2019 (www.desertcarenetwork.com/about/governing-board).

Gloria believes in living her life with a positive outlook, balancing the need to enjoy today while planning for tomorrow.  She is part of a large extended family and enjoys experiencing all the world has to offer with her husband, daughter and their three fur babies.

Securities Licenses: Series 7, 24 and 63 securities registrations held through LPL Financial.  Series 65 registration is held through WCG Wealth Advisors.

CA Insurance License: #0A46101

NILA is Vice President of Franz Tatum Wealth Management, a Chartered Financial Consultant ™ and a Chartered Sustainable Responsible Investment Counselor™.  She has been in the financial services industry since 1982, starting her career with EF Hutton and eventually leaving Smith Barney for Merrill Lynch prior to the formation of Franz Tatum Wealth Management in 2009.  Nila obtained the ChFC™ designation through The American College (www.theamericancollege.edu). The credo of a ChFC™ is, advanced financial planning for every person and every need.  Her designation as a Chartered SRI Counselor™ is through The College for Financial Planning (www.cffp.edu).  This is designed for advanced financial planners, providing foundational knowledge on sustainable, responsible and impact (SRI) investments, in partnership with US|SIF (www.ussif.org).  She holds multiple FINRA securities licenses along with her State of California insurance license.

Nila has a strong belief that all client relationships begin with meaningful personal conversation to understand what is truly important to them.  Whether it is wealth accumulation, creating income for retirement, passing of wealth from one generation to another, or making an impact in the world we live, it is with this information that we create a clear and articulate financial plan that is designed just for you. 

Community involvement is an important part of Nila’s life, especially when it comes to programs that benefit children. She has been on the board and registrar for AYSO Palm Springs(www.ayso.org), a long-term supporter of Boys and Girls Club of Palm Springs (www.bgcps.org) and volunteers with Palm Springs High School Athletics (www.psindians.com) She has been a member of Rancho Mirage Woman’s Club (ranchomiragewomansclub.org) since 2006, holding an array of board positions, up to and including president.  She is also a graduate of Leadership Coachella Valley, class of 2015 (www.leadershipcv.org).

Nila values her relationships and family is important to her. Married since 1976, with three amazing daughters and four fabulous grandchildren, she is also “mom” to her Rottweilers and extends herself to a large circle of people, she considers family.

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.