• LinkedIn
  • Facebook
  • Youtube
  • Client Login – Account Access
  • Client Login – Vault
RWM Financial Group
  • ABOUT
    • Our Company
    • Our Team
    • Careers
  • 401K SERVICES
    • 401K PLAN FEATURES
    • 401K RECEIVED SERVICES
    • 401K INVESTMENT ADVISORY SERVICES – IAR
  • Tribal Services
  • TOOLS & RESOURCES
    • BLOG
    • VIDEO LIBRARY
    • RETIREMENT CALCULATOR
  • CLIENT LOGIN
    • ACCOUNT ACCESS
    • VAULT
  • CONTACT
  • Menu Menu

Our Team

Check the background of our team and investment professionals associated with this site on FINRA’s BrokerCheck®.

brahm@rwmfinancialgroup.com
559-924-0304 Ext. 2020

CA Insurance Lic: #0C98552

Brahm Rossiter, AIF® CRPS®

Financial Consultant | LPL Branch Manager

What’s your favorite quote?
“Pay yourself first” – John Rampton

What do you enjoy doing when you’re not working?
When I am not working, I enjoy fishing, hunting, flying, surfing, and golfing.

What’s one fact about your education or upbringing that few people know?
I learned to scuba dive as a senior in high school.

What are two things on your bucket list?
1. Sky Dive
2. Travel to Australia and New Zealand
3. Dive with Great White Sharks

marcus@rwmfinancialgroup.com
559-924-0304 Ext. 3030

CA Insurance Lic: #0L85279W

Marcus Sasaki, AIF®

Financial Consultant | LPL Registered Representative

What’s your favorite quote?
“You miss 100% of the shots you never take!” – Wayne Gretzky

What do you enjoy doing when you’re not working?
When I am not working, I enjoy spending time with family and friends. I also enjoy fly fishing California’s rivers and streams.

What’s one fact about your education or upbringing that few people know?
I am a Chico State Wildcats Alumni, and I paid my own way through college.

What are two things on your bucket list?
1. To see my son graduate from college
2. To become a better fisherman than Brahm

jake@rwmfinancialgroup.com
559-924-0304 Ext. 5050

CA Insurance Lic: #4243220

Jake Taylor

Financial Consultant | LPL Registered Representative

What’s your favorite quote?
“Waste no more time arguing what a good man should be. Be One.” – Marcus Aurelius

What do you enjoy doing when you’re not working?
When I am not working, I enjoy being outside and active. I also like to hike, golf, do jiu jitsu, and work with my dog Odin.

What’s one fact about your education or upbringing that few people know?
I have been learning about finances and how money works from my grandpa since I was seven years old.

What are two things on your bucket list?
1. Play a round of golf at The Old Course St. Andrews
2. Become a black belt in jiu jitsu

Desiree-Jacobs

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

Desiree Jacobs

Director of Client Relations & Marketing

What’s your favorite quote?
“Live generously, and life will treat you royally.” – Crown Royal

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!

What are two things on your bucket list?
1. Enjoy a vacation at the Hurawalhi Resort in the Maldives and enjoy the experience of their all-glass undersea restaurant
2. Learn to play the piano

Kirby Moreno, Executive Assistant

kirby@rwmfinancialgroup.com
559-924-0304 Ext. 1010

Kirby Moreno

Executive Assistant

Kirby supports the RWM Financial Groups’ many daily clerical tasks. Full of energy and always welcoming with a smile, Kirby will be your first point of contact at RWM. She brings over 15 years’ experience in an administrative support role. Kirby’s focus is customer oriented. She is passionate about delivering unsurpassed customer service. We value her meticulous attention to detail, resourcefulness, and strong problem-solving skills. We are fortunate to have Kirby assisting the RWM team.

LPL Partners logo

LPL Retirement Partners

LPL has dedicated thoughtful resources to the buildout and development of enhancements for retirement plan advisors. From an internal, home office perspective, a new retirement plan-focused division called LPL Retirement Partners was formed, with over 80 employees supporting approximately 1,180 retirement plan advisors. In addition, the department’s Retirement Consulting Group is an internal extension of advisors’ practices, focused on helping them with managing the highest level of retirement plan service.

Important Documents

ADV Part 1

ADV Part 2

Address

406 B. Street, Lemoore, CA 93245 

Contact

Tel: 559-924-0304
Toll-Free: 866-702-3276
Fax: 559-924-0314
E-mail: team@rwmfinancialgroup.com

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The Financial Professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

© 2023 RWM Financial Group. All rights reserved.

site design by digitalstoryteller.io

© 2023 R.W.M. Financial Group. All rights reserved.

site design by digitalstoryteller.io

Scroll to top

This site uses cookies. By continuing to browse the site, you are agreeing to our use of cookies.

Accept settings

Cookie and Privacy Settings



How we use cookies

We may request cookies to be set on your device. We use cookies to let us know when you visit our websites, how you interact with us, to enrich your user experience, and to customize your relationship with our website.

Click on the different category headings to find out more. You can also change some of your preferences. Note that blocking some types of cookies may impact your experience on our websites and the services we are able to offer.

Essential Website Cookies

These cookies are strictly necessary to provide you with services available through our website and to use some of its features.

Because these cookies are strictly necessary to deliver the website, refusing them will have impact how our site functions. You always can block or delete cookies by changing your browser settings and force blocking all cookies on this website. But this will always prompt you to accept/refuse cookies when revisiting our site.

We fully respect if you want to refuse cookies but to avoid asking you again and again kindly allow us to store a cookie for that. You are free to opt out any time or opt in for other cookies to get a better experience. If you refuse cookies we will remove all set cookies in our domain.

We provide you with a list of stored cookies on your computer in our domain so you can check what we stored. Due to security reasons we are not able to show or modify cookies from other domains. You can check these in your browser security settings.

Google Analytics Cookies

These cookies collect information that is used either in aggregate form to help us understand how our website is being used or how effective our marketing campaigns are, or to help us customize our website and application for you in order to enhance your experience.

If you do not want that we track your visit to our site you can disable tracking in your browser here:

Other external services

We also use different external services like Google Webfonts, Google Maps, and external Video providers. Since these providers may collect personal data like your IP address we allow you to block them here. Please be aware that this might heavily reduce the functionality and appearance of our site. Changes will take effect once you reload the page.

Google Webfont Settings:

Google Map Settings:

Google reCaptcha Settings:

Vimeo and Youtube video embeds:

Other cookies

The following cookies are also needed - You can choose if you want to allow them:

Privacy Policy

You can read about our cookies and privacy settings in detail on our Privacy Policy Page.

Accept settingsHide notification only