brahm@rwmfinancialgroup.com
559-924-0304 Ext. 2020
CA Insurance Lic: #0C98552
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
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
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
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
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 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.
