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Brian Tobin

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Brian Tobin

Brian Tobin

Brian Tobin, CFP®

Wealth Advisor

brian@tlwmfinancial.com

Brian is a Wealth Advisor at TLWM Financial and is a member of the Investment Committee and Financial Planning Department.  He graduated from Texas Tech University in Lubbock, Texas with a degree in Economics and a minor in Personal Financial Planning. Brian serves as a primary point of contact for clients, allowing TLWM to fully understand clients’ ever-evolving personal and financial situation.

Born in Brindisi Italy, Brian grew up in a Military family but considers Boerne, Texas home.  Before joining TLWM in January of 2022, Brian worked with high net-worth clients for a large financial firm in Scottsdale, Arizona.

Outside of work Brian spends enjoys spending time with his fiancé Kimberly, and his son Colin.  Brian is also an avid skier, mountain biker, and runner.

Our Team

Investment Team

Enzo T. Pellegrino, CFP®

Simon Thompson, CFA

Elissa Lococo, CFA, MBA

Wealth Advisors

Enzo T. Pellegrino, CFP®

Simon Thompson, CFA

Preston Vaught

Robert S. Bowerman, CFP®

Brian Tobin, CFP®

Johnny Chavez, CFP®, MBA

Financial Planning Team

Enzo T. Pellegrino, CFP®

Robert S. Bowerman, CFP®

Brian Tobin, CFP®

Johnny Chavez, CFP®, MBA

Service 360 Team

Liza Reichle

Erika Ocaña

Victoria Hernandez

Vanessa Crail

Justin Hettler

Kate Barry

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