Meet the Jarman Financial Group

As a financial advisor with the CERTIFIED FINANCIAL PLANNER™ certification, Rich is 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.


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 very active in his community. He is a member of First Presbyterian Church of Belmont, NC and serves on the Finance Committee, Executive Board for the Boy Scouts of America – Piedmont Council. He formerly served on the 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 activities, including spending time with his wife and children on Lake Wylie, working on the family farm, fishing, and playing golf.


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.

Dick has served in the financial services industry since 1965, and is passionate about helping investors create their ideal financial life. His financial interest started as early as high school, where reading the Wall Street Journal in class was the norm. Today, Dick oversees the selection and management of all fixed income investments for the group and uses his industry experience to evaluate market conditions. As a result, his vast experience and focus has helped our team successfully guide client portfolios, even through severe market downturns. Throughout every relationship, Dick’s unwavering dedication and insight is invaluable to the team. He graduated from the University of North Carolina at Chapel Hill with a degree in Banking Finance and served his country in the United States Marine Corps. Away from the office, Dick is an avid reader, focusing on economic trends and financial research. He is a lifelong member of First Presbyterian Church in Gastonia, NC.

Kathy is the newest addition to the team, reinforcing Amy in providing administrative support for the Jarman Financial Group clients.  She has over 35 years of experience in the financial services industry in a variety of roles.  She obtained her securities license in 1989.  Originally from Seattle, WA, she relocated to Charlotte, NC, along with her daughter and two cats in 2014 and never looked back.  Kathy’s outside interests focus on all things fitness related including weight-training, yoga and nutrition.

Isaac Rankin is a Private Client Financial Advisor who joined the Jarman Financial team in June of 2022. He is participating in Wells Fargo’s New Advisor Development Program (NADP) and is Series 7, 66, and insurance licensed.

Isaac enjoys developing relationships and serving people. He is dedicated to providing personalized financial 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. Isaac has published numerous poems and short stories, including a collection of poetry. He is passionate about Habitat for Humanity and giving back to the Charlotte community.

Jacque has over 11 years of experience in the financial services industry as a Client Associate. She originally began with the firm in Florence, SC, in 2011 and made her way to Charlotte in 2015. Jacque is committed to client satisfaction and assisting her advisors with a wide variety of client needs. 
 
Born and raised in Davidsonville, MD, she obtained her Bachelor of Arts degree from Francis Marion University while also playing for their Division I women’s soccer team. She currently resides in Fort Mill, SC, and in her spare time enjoys a variety of activities, including spending time with her husband and two children, coaching her son’s soccer team, and traveling.