brahm@rwmfinancialgroup.com
559-924-0304 Ext. 2020
CA Insurance Lic: #0C98552
Brahm Rossiter, AIF® CRPS®
Financial Consultant | LPL Branch Manager
Brahm is the financial consultant directly responsible for providing 401k investment guidance. He brings over 20 years of experience and is an Accredited Investment Fiduciary (AIF®). In March 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—providing advice, recommendations, education, regulatory updates, and tools to help ensure a compliant retirement program.
marcus@rwmfinancialgroup.com
559-924-0304 Ext. 3030
CA Insurance Lic: #0L85279W
Marcus Sasaki, AIF®
Financial Consultant | LPL Registered Representative
Marcus, in addition to Brahm, is a financial consultant who works directly with plan participants. He holds Series 7 and Series 66 securities licenses with LPL Financial, and earned a degree in sociology from Chico State. Marcus provides financial education, investment recommendations, and updates to participants. He has been with RWM Financial Group since 2016, after a 12-year career with Enterprise Rent-a-Car.
jake@rwmfinancialgroup.com
559-924-0304 Ext. 5050
CA Insurance Lic: #4243220
Jake Taylor
Financial Consultant | LPL Registered Representative
Jake focuses on retirement plan enrollment and participant education. He provides 401k plan details/features, contribution education, economic/financial market updates, and assist participants with investment selection. Jake coordinates between employers, employees, third-party administrators, custodians, and our RWM team. As a Financial Consultant Jake is responsible for assisting with plan onboarding, daily operations, distributions, employee/employer requests, plan reports, and everything in between that our clients may need.
As a recent graduate with a Business Management degree from Texas State University. Jake was a Dean’s List recipient, part of Agricultural Speech Club, Baseball, Golf, Wakeboarding, and is a seasoned Swim Instructor.
One of Jake’s favorite quotes from freshman year at college is by Stephen Covey, “Listen with the intent to understand, not with the intent to reply.”
Desiree Jacobs
Director of Client Relations & Marketing
Desiree has more than 22 years of professional experience in marketing and administrative support. Her background has broadened her exposure to various roles and responsibilities, giving her a diversified approach to problem-solving and marketing techniques.
Coordinates with Financial Advisors to develop business relationships and partnerships on behalf of RWM Financial Group.
Focused on facilitating business growth and opportunities through:
She works to help share useful resources and content with clients and prospective clients.
Ongoing communication with clients to ensure service satisfaction.
One of Desiree’s favorite quotes is “Adversity quickens the mind, awakens the spirit and strengthens the soul.”
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 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.
