Broker Check

Oakwell PWM - San Antonio, TX

Team


If everyone does what they do best, the best gets done.  At Oakwell Private Wealth, 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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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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Abbey Carnes

Client Support Specialist / Marketing

210-853-5815

512-335-7511

Abbey joins us from the banking industry in west Texas. She is excited to return to New Braunfels as a support staff member assisting advisors with client meeting preparation and follow-up, defining and documenting Oakwell processes,...

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Eric Stein, CFA

Co-Chief Investment Strategist

Eric Stein, CFA Partner, East Bay Financial Services Prior to joining East Bay, Eric worked for a variety of firms, both large and small. This includes 7+ years with Goldman Sachs Asset Management where he held roles in areas such as...

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Mario Nardone, CFA

Co-Chief Investment Strategist

Mario Nardone, CFA Co-Chief Investment Strategist President & Founder, East Bay Financial Services Mario began his investment career in 1999 with Vanguard mutual funds in Valley Forge, PA, where he consulted institutions and financial...

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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

512-649-8113

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

830-515-4446

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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