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Kate Barry

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  2. Kate Barry

Kate Barry

Kate Barry

Kate Barry

Kate Barry 

Administrative Team Lead and Operations Associate
 

Kate is TLWM Financials’ Administrative Team Leader and an Operations Associate. She joined TLWM in November of 2022 and is responsible for a number internal duties and client services related. Born and raised in Houston, she attended St. Mary’s University in San Antonio and majored in Communications. Kate brings over 8 years of software communications experience to TLWM and 3 years of brokerage experience.
She has a passion for working outside and her family is her upmost priority. With 4 siblings and her adult daughters are 2 of 15 grandchildren. When she has the chance she loves traveling, New York at Christmas and Switzerland have been her favorite places.

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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