Broker Check

Oakwell PWM - San Antonio, TX

Team

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.

 

Management/Operations

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...

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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...

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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...

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Advisory

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...

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Brian T. Boswell, CFP® AIF®

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...

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Richard Robbins, CFP®

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...

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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....

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Benjamin Davis is a CERTIFIED FINANCIAL PLANNER™ Professional who joined the Wealth Advisor Team in 2018. Ben began his financial services career at Fidelity Investments as an Inheritor Services Case Manager in 2012. In this role...

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