Palm Desert, California

Diane has been licensed for 14 years.  Prior to joining LPL she has held positions at Fidelity and Merrill Lynch.  She holds FINRA series 7 and 63 through LPL Financial and the series 65 through WCG Wealth Advisors, LLC.  Communication and customer education are important to Diane as she believes these are the foundation to strong, long lasting relationships. She lives in Palm Springs with her husband Jack and their rescue dogs.

"Making a difference by building relationships of trust through education and guidance."

Jana Ham works with individuals and families in all aspects of comprehensive financial planning. Her approach to financial planning draws on her background as a teacher and focuses heavily on educating her clients so they can clarify and prioritize their financial goals and align their financial decisions with their values. She engages in meaningful conversations with her clients to gain a better understanding of what is important to them. This foundation serves as a guide for Jana to help her clients make sound financial decisions for their future.

Before joining The Wealth Consulting Group, Jana retired from Embarcadero Systems where she served as the Vice President of Client Services. She was responsible for building and maintaining client relationships worldwide and delivering outstanding service in a timely manner—experience which easily translates to her financial planning practice.

A resident of Rancho Mirage, Jana holds a degree in education as well as California Life Insurance and Variable Insurance licenses. She is a registered representative with and holds her series 7 registration with LPL Financial. She holds her series 66 registration with LPL Financial and WCG Wealth Advisors. Jana is a member of Mission Hills Country Club where she enjoys playing golf with the ladies group.

CA Insurance License #0G39694

With more than 25 years’ experience in the financial services industry Michele has a great knowledge of investment services and products.  She is known for creating deep client connections and for making our clients feel unique and special. Michele holds her BA in Business/Finance from the University of Phoenix and her professional licenses include: FINRA Series 7 General Securities Representative, NASAA Series 63 Uniform Securities Agent State Law, and NASAA Series 65 Uniform Combined State Law .* She is a licensed agent for Life, Annuity, and Long-term care insurance.

Michele is a member of the Women Leaders Forum of Coachella Valley and the National Women Advisors forum.  Placing communication as the cornerstone of each relationship, Michele and her team strive to treat each client as an individual by listening, then customizing strategies that strive to meet everyone’s personalized needs, and emphasizing superior customer service.

Making her home in Palm Desert, California, Michele spends time with her husband Gary, her daughter Grace and her son Cash.

"Making a difference by building relationships of trust through education and sound advice."

CA Insurance Lic #OB67138

*Series 7 & 63 registrations held with LPL Financial. Series 65 held with WCG Wealth Advisors.

Michele is a Registered Representative with, and securities offered through LPL Financial, Member FINRA/SIPC.

For as long as I could remember I have always loved helping people and for many years I thought I would be doing that in a completely different manner. 

From working in many different fields volunteering as a youth leader and with  at-risk children. Eventually landing in the medical world, I thought for sure the Doctor route was the path I would take but things took a turn for the best.  

I thank my mother for allowing me the space to figure it all out, pushing me to be “anything I want” as long as I put my mind to it and work hard. I owe my work ethic and drive to keep learning and growing to her. For being someone, I have been able to look up to. She is the strongest woman I know, even through all the trials she shows grace and has come out the other end a true winner. 

As I start my journey with Wealth Consulting Group, I bring with me the knowledge and compassion that I learned in the medical world. Being able to see that transfers over to the financial world has been such a blessing. I look forward to being the first initial contact for our clients. I want them to feel welcomed with a bright smile and a sense of comfort.  

I am excited to put my passion for helping people to use in another aspect that still delivers the same result. A person feeling loved and taken care of not just in the moment but with follow-ups and constant contact. 

In my free time, I love traveling and exploring new places and cuisine with my mother who is my best friend. You can often find me with my head in a book or on a flight anywhere.  

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

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

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.

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.

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.