People

The imagery used is for illustrative purposes only and does not represent the actual performance of any specific investment or account. Past performance is no guarantee of future results.

Investment Team

Simon Thompson, CFA

Senior Vice President & Wealth Advisor

Elissa Lococo, CFA, MBA

VP of RIA Operations & Sr. Research Associate

Enzo T. Pellegrino, CFP®

Founder, CEO & Wealth Advisor

Enzo T. Pellegrino, CFP®

Founder, CEO & Wealth
Advisor

Simon Thompson, CFA

Senior Vice President & Wealth Advisor

Elissa Lococo, CFA, MBA

VP of RIA Operations & Sr. Research Associate

Wealth Advisors

Enzo T. Pellegrino, CFP®

Founder, CEO & Wealth Advisor

Simon Thompson, CFA

Senior Vice President & Wealth Advisor

Preston
Vaught

Wealth Advisor

Robert S. Bowerman, CFP®

Wealth Advisor

Johnny Chavez, CFP®,MBA

Wealth Advisor

Robert S. Bowerman, CFP®

Wealth Advisor

Brian Tobin, CFP®

Wealth Advisor

Johnny Chavez, CFP®,MBA

Wealth Advisor

Financial Planning Team

Enzo T. Pellegrino, CFP®

Founder, CEO & Wealth Advisor

Robert S. Bowerman, CFP®

Wealth Advisor

Johnny Chavez, CFP®,MBA

Wealth Advisor

Enzo T. Pellegrino, CFP®

Founder, CEO & Wealth Advisor

Robert S. Bowerman, CFP®

Wealth Advisor

Brian Tobin, CFP®

Wealth Advisor

Johnny Chavez, CFP®,MBA

Wealth Advisor

Service 360 Team

Liza Reichle

VP of Operations & Human Resources

Victoria Hernandez

Administrative Receptionist

Kate Barry

Administrative Team Lead

Justin Hettler

Operations Associate

Orlando Garza

Licensed Operations Associate

Alexis Ferris

Operations Associate

Donelle Meyer

Operations Associate

Heather Dawson

Operations Associate

Liza Reichle

VP of Operations & Human Resources

Erika Ocaña

Operations Associate

Victoria Hernandez

Administrative Receptionist

Kate Barry

Administrative Team Lead and Operations Associate

Vanessa Crail

Administrative Receptionist

Justin Hettler

Operations Associate

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* Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets.
* The imagery used is for illustrative purposes only and does not represent the actual performance of any specific investment or account. Past performance is no guarantee of future results.
* Proactive investment management and 'downside protection' strategies seek to mitigate risk but cannot eliminate the possibility of market loss. There is no guarantee that these strategies will be successful in all market conditions.
* Financial planning and investment outcomes are dependent on a variety of factors, including market conditions, time horizons, and individual risk tolerance. Returns are not guaranteed.

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Lubbock

Madawaska, ME

@2026 TLWM Financial

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.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, FL, GA, KS, KY, LA, MA, MI, MN, MO, MS, NC, NJ, NM, NY, OK, TX, UT, VA, WA, WV.

@2026 TLWM Financial

TLWM Contact

Get Social

San Antonio

Lubbock

Madawaska, ME

@2026 TLWM Financial