Gloria Franz
Certified Financial Planner™
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...
Nila Tatum
Chartered Financial Consultant™
Vice President of Franz Tatum Wealth Management and is a Cʜᴀʀᴛᴇʀᴇᴅ Fɪɴᴀɴᴄɪᴀʟ Cᴏɴsᴜʟᴛᴀɴᴛ™ through the American College. She began her career with EF...
Haylee Mack
Marketing Assistant
Haylee joins the team as a Marketing Associate. She has years of customer service experience, most recently within the banking industry. Haylee is...
Kimberly J. Safoyan
Wealth Manager
President of Anchor Wealth Management Group, LLC Kim is President and founder of Anchor Wealth Management Group, LLC and has over 28 years of...
Craig McBarnes
Administrative Manager
Craig is an experienced financial professional who joined Anchor Wealth Management in February of 2023. With over a decade of experience in the...
Kamryn Hafer
Client Services Manager
Kamryn joined Anchor Wealth Management Group in 2018. She is responsible for a variety of client service tasks including servicing accounts...
Amy Prest
Client Services Associate
Amy joined Anchor Wealth Management Group in April 2022. She is responsible for a variety of tasks including processing client transactions, preparing...
Jeffrey Haskell
Financial Advisor
Jeffrey Haskell is an LPL Registered Principal and Financial Advisor of Haskell Wealth Management. He has been helping clients since 1993. Jeff has...
Ashley McCall
Client Service Associate
Ashley McCall is beginning her career with Haskell Wealth Management as a Client Service Associate. In her role, she hopes to provide clients with...
