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Meet Our Team
Gloria R. Franz
CFP®, CSRIC®
President
gloria@franztatum.com
Nila L. Tatum
ChFC®, CSRIC®
Vice President
nila@franztatum.com
Haylee Mack
Client Services Assistant
haylee@franztatum.com
Alisa Foster
Paraplanner
James Worden
CFA®, CMT®, CAIA
Chief Investment Officer
The Wealth Consulting Group
Brian Foley
CFP®
Trading and Research Assistant
Ray Bell
Advanced Insurance Consultant
Marc Potash
VP of CFO Solutions
Meet Our Fur Team
Charlie and Bella Mack
Squirrel Patrol Officers
Nyx and Paisano Tatum
Security Officers
Roo, Ricco, and Phoebe Franz
Barketing Manager
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