Desiree Jacobs

Operations Manager, Retirement & Wealth Management

What’s your favorite quote?

“Live generously, and life will treat you royally.” – Crown Royal

desiree@rwmfinancialgroup.com
559-924-0304 Ext. 4040

Desiree Jacobs

Operations Manager, Retirement & Wealth Management

What do you enjoy doing when you’re not working?
Travel is my passion. I love learning about new places and finding commonalities between people everywhere. Spending quality time with family and friends. The bonus to living in the central valley is the easy access to the slopes for Skiing one day and the cliff views by the ocean the next.

What’s one fact about your education or upbringing that few people know?
I’m the oldest of five, which has definitely influenced my love of a big family. Together with my husband Roger, we have a total of Eight gorgeous amazing children. We are truly beautifully blended! “Bene Adunato”

What are two things on your bucket list?
1. Indulge in a delightful vacation at the Hurawalhi Resort in the Maldives, where you can relish the unique experience of dining at their remarkable all-glass undersea restaurant.
2. Learn to play the piano

Meet the Rest of the Team

Meet Brahm Rossiter, AIF® CRPS®

Executive Vice President, Retirement & Wealth Management

Meet Marcus Sasaki, AIF®

Vice President, Retirement & Wealth Management

Meet Jake Taylor, WMS®

Vice President, Retirement & Wealth Management

Meet Kirby Moreno

Client Services Associate

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406 B Street Lemoore, CA 93245

Office: 559-924-0304

Fax: 559-924-0314

E-mail: team@rwmfinancialgroup.com

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The Financial Consultants at RWM Financial Group are registered representatives with, and securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC, (GRP), dba RWM Financial Group, an SEC registered investment advisor and HUB International Company. Insurance services offered through HUB International. GRP, RWM Financial Group and HUB International are separate entities from and not affiliated with LPL Financial.

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