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Johnny Chavez, CFP, MBA

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Johnny Chavez, CFP, MBA

Johnny Chavez
CFP, MBA
Wealth Advisors and Financial Planning

Johnny Chavez, CFP, MBA

Wealth Advisors and Financial Planning

Johnny serves as a Wealth Advisor, working directly with clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With over a decade of experience in the financial services industry, Johnny offers his clients a truly comprehensive planning experience. Prior to joining TLWM Financial, Johnny worked for major national financial services companies.  Johnny is also a proud US Army veteran, where he honorably served 10 year as part of the US Army Medical Corps.

Johnny received his Masters of Business Administration degree in finance from the University of the Incarnate Word in San Antonio, Texas. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Johnny and his wife have three beautiful children.  In his free time, Johnny enjoys spending time with family, playing golf, running, reading, and travel.

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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