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Our Team

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  3. Our Team

Our Team

There is nothing more crucial to success—yours and ours—than a positive relationship. So, we will cultivate that relationship intensely.

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We will offer you a multi-faceted support system that, quite frankly, may astound you.
This support system includes:

  • A Personal Wealth Advisor who is your primary contact, knows your account inside out, and makes it a point to keep you current and informed.
  • An Investment Committee, which is made up of our best and brightest minds who bring everything they know about the financial world to the table for your benefit.
  • A CERTIFIED FINANCIAL PLANNER™ Professional, who is rigorously trained, licensed, experienced, and has both breadth and depth when it comes to providing comprehensive advice on your financial future.
  • The Service 360 Team that does three things very well: 1. Service. 2. Service…and 3. Service. They truly understand that their job is to treat you and your money with care and kindness. Have a question about your account? They’ll immediately go into action and get you the answers you need.

Investment Team

Enzo T.
Pellegrino, CFP®

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Founder, CEO &
Wealth Advisor

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Simon
Thompson, CFA

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Senior Vice President &
Wealth Advisor

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Elissa
Lococo

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VP of RIA Operations & Sr. Research Associate
  

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Wealth Advisors

Enzo T.
Pellegrino, CFP®

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Founder, CEO &
Wealth Advisor

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Simon
Thompson, CFA

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Senior Vice President &
Wealth Advisor

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Preston
Vaught

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Wealth Advisor

 

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Robert S.
Bowerman,  CFP®

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Wealth Advisor

 

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Brian
Tobin, CFP®

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Wealth Advisor

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Financial Planning Team

Enzo T.
Pellegrino, CFP®

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Founder, CEO &
Wealth Advisor

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Robert S.
Bowerman,  CFP®

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Wealth Advisor

 

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Brian
Tobin, CFP®

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Wealth Advisor

 

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Service 360 Team

Liza
Reichle

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VP of Operations & Human Resources

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Erika
Ocaña

Operations Associate

 

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Victoria
Hernandez

Administrative Receptionist

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Jessica
Baigen

Operations Associate

 

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Our Team

Investment Team

Enzo T. Pellegrino, CFP®

Simon Thompson, CFA

Elissa LoCoco

Wealth Advisors

Enzo T. Pellegrino, CFP®

Simon Thompson, CFA

Preston Vaught

Robert S. Bowerman, CFP®

Brian Tobin, CFP®

Financial Planning Team

Enzo T. Pellegrino, CFP®

Robert S. Bowerman, CFP®

Brian Tobin, CFP®

Service 360 Team

Liza Reichle

Erika Ocaña

Victoria Hernandez

Jessica Baigen

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TLWM CONTACT

  
Phone: 210.541.8600
Fax: 210.541.8650

Email: info@tlwmfinancial.com
40 N.E. Loop 410, Suite 644
San Antonio, TX 78216

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Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through TLWM, a registered investment advisor. TLWM and TLWM Financial are separate entities from LPL Financial.

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