FRANZ TATUM WEALTH MANAGEMENT - Key Persons
Alisa is a Paraplanner at The Wealth Consulting Group's Advisor Resource Center. Before joining WCG, she spent several years in advisor support roles at other RIAs and has had the opportunity to serve clients at all wealth levels. She is an advocate for financial literacy and finds great fulfillment in supporting advisors as they help individuals and families align their values with their finances.
Alisa has lived in several states (Arizona, Georgia, and Illinois) and countries (Germany, The Czech Republic) before moving to Florida in 2020. Away from the office, she enjoys exploring new cities and areas of her home city (Orlando), working out, and serving at her church.
Job Titles:
- CFP®, MBA / Director, Advisor Resource Center Director, Advisor Resource Center / Financial Planning
- Director, Advisor Resource Center
Job Titles:
- Trading and Research Assistant
Brian spent a few weeks interning at WCG in the summer of 2015 while he was still at college in Boise State. He graduated from Boise State in 2016 with a bachelor's in finance and came to work at The Wealth Consulting Group full time shortly after. He helps advisors with research and investing and is a CERTIFIED FINANCIAL PLANNER®
He was born and raised in Las Vegas. In his free time, when he's not playing tennis, Brian really enjoys watching movies with family and friends. He is also a big fan of watching NBA and college and professional football, especially the Boise State Broncos and Dallas Cowboys.
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.
Job Titles:
- Client Services Assistant
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.
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.
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.
Job Titles:
- Financial Planning Coordinator
- Financial Planning Coordinator / Paraplanner / Financial Planning Coordinator
Kathleen assists the team by preparing the initial stages in creating financial plans. She provides administrative assistance regarding the Personal Financial Website as well as supportive services to the advisors. Kathleen recently graduated from San Diego State University with a degree in Finance and is eager to continue learning in the Financial Services industry.
In her free time, Kathleen enjoys working out and practicing yoga.
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.
Job Titles:
- Investment Advisor
- Representative
- Financial Planner With the Wealth Consulting Group 's Advisor Resource Center
Megan Wilsey is a Financial Planner with The Wealth Consulting Group's Advisor Resource Center (ARC), specializing in holistic financial planning services for our clients. Before joining WCG, Megan began her career in public accounting, spending several years at a Big 4 accounting firm before transitioning to the financial planning industry.
Megan feels grateful to be able to carry out her personal mission, which is to help the firm enhance peoples' lives by arming them with the financial tools and knowledge to pursue their version of success. Megan believes in the importance of creating a financial plan as a foundation for making sound decisions and providing confidence.
In her spare time, Megan loves going on adventures with her dog, cooking, lifting heavy weights, and trying new things! Megan holds a Bachelor of Science in Business Administration from Northeastern University and is a CFP®.
Megan Wilsey is solely an investment advisor representative of The Wealth Consulting Group, and not affiliated with LPL Financial.
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.
Job Titles:
- Advanced Insurance Consultant
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.