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Liza Reichle

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  2. Liza Reichle

Liza Reichle

Liza Reichle

Liza Reichle

VP of Operations & Human Resources

liza@tlwmfinancial.com

As Operations Team Leader, Liza is a critical component of Texas Legacy Wealth Management providing unparalleled 360 customer service for clients and advisors. Her responsibilities include overseeing account maintenance, transactions, transfers, client services and new advisor onboarding. In addition to day-to-day duties, she specializes in making life easier for our clients.

Liza holds a Bachelor’s in Business Administration with an emphasis in Finance, and interned at TLWM in 2005 prior to advancing her career as an Accountant for UTSA’s Housing department. She rejoined the Texas Legacy Wealth Management team in 2010 and is a valuable asset to the company.

Liza is bilingual and enjoys spending her time volunteering at the food bank, reading and chasing after her four wonderful boys.

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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Phone: 1-877-348-8822
Fax: 1-877-520-0059

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40 N.E. Loop 410, Suite 644
San Antonio, TX 78216

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