Brahm is the financial consultant directly responsible for all aspects of the 401k. He brings over 20 years of experience and is an Accredited Investment Fiduciary (AIF®). In March of 2020, Brahm completed the educational requirements to become a Chartered Retirement Plan Specialist (CRPS®). He works closely with Tribal Councils, Plan Sponsors, investment committees, executives and participants as an investment fiduciary. He provides advice, recommendations, education, regulatory updates and tools to help ensure a compliant retirement program.
Marcus, in addition to Brahm, is a financial consultant who works directly with participants. He holds a s7 and s66 securities license with LPL Financial. He holds a Degree in Sociology from Chico State. Marcus will provide financial education, investment recommendation and updates to participants. He has been with RWM Financial Group since 2016 after an exceptional 12-year career with Enterprise Rent-a-Car.
Rebecca has been with RWM Financial Group since 2005. Her dedicated role as a plan coordinator is to coordinate between third party administrator, employer, employee and RWM Financial group at the retirement plan level. She is the main contact for day-to-day operations. Rebecca holds a degree in Criminal Law and has completed multiple levels of training through LPL Financial and RWM Financial Group.
Ashley is our main executive assistant who supports RWM Financial groups many daily clerical tasks. Ashley was hired in 2016 with the growth of RWM Financial Group.
Donna has been with the office since 2014. She assists Ashley and the office on an as-needed basis throughout the year.
LPL Retirement Partners
LPL has dedicated thoughtful resources to the build-out and development of enhancements for retirement plan advisors. From an internal, home office perspective, a new division called LPL Retirement Partners was formed. Within the new LPL Retirement Partners there are over 80 employees supporting approximately 1,180 retirement plan advisors. In addition, the department’s Retirement Consulting Group is an internal extension of the advisors practice and is focused on helping the advisor with managing the highest level of retirement plan service.