Broker Check

Oakwell PWM - San Antonio, TX

Team

"Build for your team a feeling of oneness, of dependence on one another and of strength to be derived by unity"

-Vince Lombardi.

 If everyone does what they do best, the best gets done.  At OPWM, we have assembled a group of professionals of the highest grade to come together to serve our clients.  Each professional has a unique area of expertise and will collaborate with your Private Wealth Advisor in developing and executing your Private Wealth Strategy.

 

Dan began in Wealth Management in 2005 while a partner at a mid-size local CPA firm. He began practicing to serve clients with an independent view and unbiased advice. Dan has over 25 years of business experience including positions...

Read more

Brett Wheeler started working in the financial industry an independent financial consultant with a small firm in San Antonio. Within a few years he began his own firm, focusing on portfolio management and full financial planning...

Read more

Laurent "Lou" Boumaza, CFP®

Senior Private Wealth Advisor

512-335-1771

512-335-7511

Laurent (Lou) Boumaza is a CERTIFIED FINANCIAL PLANNER ™ Professional and founding Partner of Oakwell Private Wealth Management. His primary goal is to exclusively focus his efforts on helping individuals develop, implement and...

Read more

Brian T. Boswell, CFP®

Senior Private Wealth Advisor

512-640-3610

512-597-1652

Brian Boswell is a CERTIFIED FINANCIAL PLANNER™ professional with Oakwell Private Wealth Management where he focuses on protecting and achieving what is most important to you. Brian knows money can be a source of stress, anxiety...

Read more

Touchstone McDonald is an Investment Advisor with Oakwell Private Wealth Management. He believes in planning with the key objectives of cash flow management, liability protection, tax planning, asset management, and wealth transfer....

Read more

Audrey Westfall joined the Oakwell Private Wealth Management team in January 2016, previously working in the investments department at a local credit union. Audrey is dedicated to building relationships and providing the best client...

Read more

Richard Robbins

Senior Private Wealth Advisor

800-556-2593

512-335-7511

Richard Robbins grew up in Luling, TX and graduated from Texas A&M University, Class of 2001 with a degree in Agriculture Systems Manager and a Minor in Finance. He currently lives in New Braunfels, TX with his wife Brittany and their...

Read more