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Erika Ocaña

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Erika Ocaña

Erika Ocaña

Erika Ocaña

Operations Associate

erika@tlwmfinancial.com

Erika joined TLWM as an Operations Associate in 2018. She was born in South Texas however San Antonio has been her hometown for as long as she can remember. Prior to joining TLWM, she held various operations support positions in the investment and banking industry

As an Operations Associate, Erika is responsible for account maintenance, processing transactions of all varieties, and assisting clients with optimum care. Away from the office, Erika enjoys spending time with her family and chasing after her 5 yr old daughter Zaydee.

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Investment Team

Enzo T. Pellegrino, CFP®

Simon Thompson, CFA

Elissa Lococo, CFA, MBA

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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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