Meet the Jarman Financial Group

Rich Jarman is a financial advisor dedicated to helping each client set and achieve their own unique financial goals. To accomplish this, he partners with clients to create relationships built on mutual trust using disciplined, responsible, personalized and unbiased investment planning. Rich helps clients plan and prepare for the future and preserve, accumulate and transfer wealth. He is currently the Managing Director-Investments and a Senior PIM Portfolio Manager of the Jarman Financial Group of Wells Fargo Advisors. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner.

After graduating (cum laude) from North Carolina State University with a bachelor's degree, Rich worked in the textile industry before beginning his career as a Financial Advisor in 1999. He draws on life experiences taught by his mother, a Certified Public Accountant, and his father, Richard Jarman, a Financial Advisor serving clients since 1965. Rich is among the firm's select Financial Advisors entrusted to manage client portfolios with discretion through the Private Investment Management program, and he has also completed the Queens University CERTIFIED FINANCIAL PLANNER™ program and obtained his CFP® certification.

While he is away from the office, Rich is active in his community. He is a member of First Presbyterian Church of Belmont, NC, and serves on the Finance Committee and as a Deacon, formerly served on the Executive Board for the Boy Scouts of America - Piedmont Council and Board of Trustees for the Children's Home Society of NC. Rich served five years as a Board Member for Hospice of Gaston County. In his spare time, he enjoys a variety of outdoor activities, including spending time with his wife and children.

The PIM program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.

Kathy provides administrative support for the Jarman Financial Group of Wells Fargo Advisors clients. She has over 35 years of experience in the financial services industry in a variety of roles. She obtained her securities license Series 7, 63 in 1989 and Series 65 in 1996. Originally from Seattle, WA, she relocated to beautiful Charlotte, NC along with her daughter and two cats in 2014 and has never looked back. Kathy’s outside interests focus on all things fitness related including weight-training, yoga and nutrition.

Isaac Rankin is a Financial Consultant who joined the Jarman Financial Group of Wells Fargo Advisors team in June of 2022. He is Series 7, 66, and insurance licensed.

Isaac enjoys developing relationships and serving people. He is dedicated to providing personalized investment plans to help clients achieve their life goals. Isaac then guides them through the journey to make these goals a reality. Most importantly, he believes in providing the same level of service and care that he would want for his own family.

A Charlotte native, Isaac graduated from Gaston Day School in 2007 and went on to attend Wofford College, where he graduated with a bachelor’s degree in psychology and a minor in history. He began his career at Christ School, an all-boys boarding school outside of Asheville, NC. Most recently, he served as the Associate Director of Advancement, focusing on alumni relations and fundraising. Isaac also earned an MBA from the Kenan-Flagler Business School at UNC-Chapel Hill in 2016.

Outside of his professional work, Isaac enjoys spending time with his wife and two sons, traveling, and writing. He is passionate about Habitat for Humanity and giving back to the Charlotte community.

Lori provides customer service and support for the Jarman Financial Group of Wells Fargo Advisors. She has been assisting clients at Wells Fargo Advisors for 15 years, primarily as an IRA and Brokerage Customer Service specialist at the Estate Care Center.  She and her family moved from the San Francisco Bay area to North Carolina in 2005. They are passionate about Boy Scouts of America and all four of her sons are or will soon be Eagle Scouts. When Lori isn’t teaching merit badges or camping, she enjoys sewing, drawing, and spending time with her growing family.