Palm Desert, California

President of Franz Tatum Wealth Management and is a Cᴇʀᴛɪғɪᴇᴅ Fɪɴᴀɴᴄɪᴀʟ Pʟᴀɴɴᴇʀ™. 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). She has also completed the requirements needed to earn multiple FINRA securities licenses along with her State of California Insurance License.

Wealth management is a process that strives to unify all aspects of your life. The true meaning of wealth doesn’t revolve around what money can buy - it is a tool that allows you to live life on your terms. Gloria believes in providing clients with a long-term partnership that strives to provide them with the lifestyle they would like to live. Wealth management encompasses so much more than investment advice; it is a process toward building a secure financial environment. With this in mind, the trusted advisors at Franz Tatum Wealth Management believe in providing a friendly and professional atmosphere to all of their clients.

She believes in being an informed and active resident of the Coachella Valley. Her current activities include membership in the GFWC~Woman’s Club of Indio (www.wcindio.org) (Past President), and the Greater Coachella Valley Chamber of Commerce (www.gcvcc.org), is a commissioner on the Planning Commission 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 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. This program looks to enhance the leadership skills of local professionals (www.leadershipcv.org). Since 2008 she is also a proud board trustee of the Coachella Valley History Museum (www.cvhm.org). Since 2015 she has had the privilege of being a community member on the Editorial Board at The Desert Sun (www.desertsun.com).

She believes in living her life with a positive outlook and a holistic approach to all aspects of life. She is part of large extended family and has the honor of having been married to Ruben A. Franz, since 1995 and she is proud to be a mom to their lovely daughter, Sophia.

Securities Licenses: Series 7/24/63/65

Series 7, 24 and 63 registrations held through LPL Financial. Series 65 registration held through WCG Wealth Advisors.

Securities registered in the following states:

AZ/CA/CO/FL/il/KY/LA/MA/MT/NC/NE/NM/NY/OR/TN/TX/WA

CA Insurance License: #0A46101

Gloria Franz is a registered representative with LPL Financial.

Vice President of Franz Tatum Wealth Management and is a Cʜᴀʀᴛᴇʀᴇᴅ Fɪɴᴀɴᴄɪᴀʟ Cᴏɴsᴜʟᴛᴀɴᴛ™ through the American College. She began her career with EF Hutton in 1981, with various responsibilities including 19 years in management. She remained with the company through all the mergers eventually leaving Smith Barney in 2007. Nila moved to Merrill Lynch prior to the formation of Franz Tatum Wealth Management in 2009.

Nila has a strong belief that any investment begins with an individual plan with specific goals in mind: wealth accumulation, wealth accumulation, income for retirement, educational needs or passing of wealth from one generation to another. By creating a plan, it allows us to track our progress, to help make sure we are on the proper course or if we need to make changes due to life’s circumstances - we still have a goal to work towards

Community involvement is very important to Nila, especially when it comes to support of children. She has been on the board and registrar for AYSO Palm Springs, a supporter of Boys and Girls Club of Palm Springs, volunteered with Palm Springs High School Athletics primarily with the Girls Soccer and Girls Basketball. She is Past President of the Rancho Mirage Woman’s Club and also a graduate of the 2014-2015 Leadership Coachella Valley (www.leadershipcv.org) program. Nila's passions include her dogs, photography, oil painting and hand crafts.

Family is very important to Nila, she has been married to Terry D. Tatum since 1976 and is the proud mother of their three daughters, Shakira, Tanisha and Savanja and the Grandmother of four fabulous grandchildren Jadin, Kieran, Tatum and Iris. They are definitely Grandma’s pride and joy.

Securities Licenses: Series 7/8/63/65

Series 7, 8, and 63 registrations held through LPL Financial. Series 65 registration held through WCG Wealth Advisors.

Securities registered in the following states:

AZ/CA/CO/FL/LA/MA/MI/MT/NC/NE/NM/NY/OR/TX/WA

CA Insurance License: #OC59248

Nila Tatum is a registered representative with LPL Financial.

Haylee joins the team as a Marketing Associate. She has years of customer service experience, most recently within the banking industry. Haylee is happy to be part of the Franz Tatum Wealth Management team as she can feel it’s a place that genuinely cares for each other and its clients. Her time is spent assisting with marketing through social media, special projects to enhance the client experience, and other administrative duties. She continues to work toward a degree in Business Administration.
 
Haylee is originally from British Columbia, Canada! However, being in the desert for almost ten years, she now calls the desert home. She will still tell you that she misses the ocean and beautiful greenery. Haylee enjoys adventuring, reading, crocheting, and spending time with her two dogs, Bella and Charlie, during her free time.

President of Anchor Wealth Management Group, LLC

Kim is President and founder of Anchor Wealth Management Group, LLC and has over 30 years of financial services experience. She has served her clients as an independent wealth advisor since 1991. Her focus is to serve as your personal CFO, seeking to bring a full spectrum of wealth management capabilities and resources necessary to address your complex financial needs.

Some of Kim’s achievements include: Five Star Wealth Manager Award as featured in Palm Springs Life Magazine for years 2012, 2013, 2016 - 2021. She holds the Series 7, 24, and 63 securities registrations with LPL Financial, the Series 65 securities registration with WCG Wealth Advisors, and is registered to transact securities business with residents of the following states: AR, AZ, CA, CO, FL, ID, MI, NV, NY, TX, and WA. She also holds a California insurance license. Kim earned her Bachelor of Arts degree in Communication Studies with an emphasis in business from California State University Northridge.

Raised in Michigan, Kim moved to the desert in 1982 and graduated from Indio High School. Kim is a strong community services advocate. She serves as an advisory board member for the Cathedral City Salvation Army Corp, is a past board member for the Palm Desert High School PTO and PDHS Foundation board member.

Five Star Wealth Manager Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2016 - 2021 Five Star Wealth Managers.

Kimberly Safoyan is a registered representative with, and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor. WCG Wealth Advisors, LLC and Anchor Wealth Management Group, LLC are separate entities from LPL Financial.

CA Insurance Lic#0A73889

Jeffrey Haskell is an LPL Registered Principal and Financial Advisor of Haskell Wealth Management. He has been helping clients since 1993. Jeff has taught thousands of investors and business owners advance techniques and strategies that aim to help them grow their assets, protect their wealth, and pursue financial success. His passion is to create family legacy that is passed down to generations.

Jeff has called the Coachella Valley home since 1974 and is currently serving as a Board Member for the Palm Springs Policy Aero Squadron, and has served as a Board Member of the Palm Desert Chamber of Commerce. He has earned his Private Pilot license which allows him to fly to client meetings out of the area.

He has been married 30 years to his lovely wife, Laurie. They have one daughter, Ramsie, who keeps them both busy with sports, including swimming and water polo.

Craig is an experienced financial professional who joined Anchor Wealth Management in February of 2023. With over a decade of experience in the financial service industry, Craig brings a wealth of knowledge and expertise to his role.

He holds the Series 7 and 66 securities registrations with LPL Financial, the Series 65 securities registration with WCG Wealth Advisors, and is registered to transact securities business with residents of the following states: AR, AZ, CA, CO, FL, ID, MD, MI, NV, NY, OR, TX, and WA. He also holds a California insurance license.

Prior to joining Anchor Wealth Management, Craig worked as an Assistant Portfolio Manager for a RIA based out of Indianapolis, IN where he gained extensive knowledge and analytical skills to create tailored investment strategies that align with each client’s unique goals and risk tolerance. Craig’s dedication to providing exceptional service and his commitment to helping clients pursue their financial goals quickly earned him a reputation as a qualified advisor.

Craig holds a bachelor’s degree in Finance from Butler University. He resides in La Quinta, CA with his wife Jackie and their sons Beckett & Griffin. In his free time, Craig enjoys playing golf, traveling, and cheering on his beloved Butler Bulldogs.

Craig McBarnes is a registered representative with, and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor. WCG Wealth Advisors, LLC and Anchor Wealth Management Group, LLC are separate entities from LPL Financial.

CA Insurance Lic# 4348834

Amy joined Anchor Wealth Management Group in April 2022. She is responsible for a variety of tasks including processing client transactions, preparing client documents and reports, and opening and servicing accounts. She also monitors client account activity, provides research and follow-through to ensure client’s needs are met.

Amy received her bachelor’s degree in Liberal Studies with emphasis in Mathematics from California State University, San Bernardino.  She has an extensive career in banking and lending with over 10 years of experience in the world of finance.

Amy was born and raised in the Coachella Valley. She and her husband have been married since 2014 and have two kids. She enjoys spending time with her family and friends, visiting the Living Desert, watching her husband coach football, and going to Disneyland. She is an avid baseball fan (go Angels!) and football fan (go Packers!).

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor. WCG Wealth Advisors, LLC and Anchor Wealth Management Group, LLC are separate entities from LPL Financial.