Franz Tatum Wealth Management partnered with The Wealth Consulting Group, to provide additional resources for our clients. The Wealth Consulting Group has a network of experienced independent financial advisors throughout the United States. Since 1995, Wealth Consulting Group has been a boutique wealth management firm offering high net worth individuals and companies access to a powerful combination of financial services, talent, and national resources.

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under the ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

For more information about LPL Financial, visit


CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification.  Our mission is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.  The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board, CFP Board’s Standards of Professional Conduct require CFP® professionals to act in their client’s best interests. *

Chartered Financial Consultants® are professionals who provide financial planning and consulting services to individuals and businesses. They work with clients to assess their financial needs and develop customized plans to help them achieve their goals.

The American College awards Chartered Financial Consultant certifications when students complete seven compulsory and two optional courses. Those who receive the accreditation are seen to be well-versed in financial problems and capable of giving appropriate advice.

Once they have earned the designation, they must maintain their knowledge and skills by completing continuing education requirements. **

Chartered SRI Counselor (SM)

The CSRIC® program provides financial advisors and investment professionals with foundational knowledge about the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable investments.

The certification was developed by Kaplan Financial Education in partnership with US SIF, The Forum for Sustainable and Responsible Investment, the CSRIC® designation program is a unique program that blends SRI foundational knowledge and scenario learning. As a leading major financial credential dedicated specifically to SRI, the CSRIC® designation is supported by top financial firms.***

*Held by Gloria R. Franz, Amber Kodad, Megan Wilsey and Brian Foley
**Held by Nila L. Tatum
***Held by Gloria R. Franz and Nila L. Tatum