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...
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...
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...
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...
Sherry retired from the University of Texas system after proudly serving as an Executive Assistant at the Health Science Centers in Houston & San Antonio for more than 25 years. Having been an Oakwell client for many years, Sherry has...
Advisory
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...
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...
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...
Touchstone McDonald is a CERTIFIED FINANCIAL PLANNER™ at Oakwell Private Wealth Management and serves his clients by offering comprehensive financial planning through an approach that includes cash flow management, retirement.....
Anthony grew up in Allen, Texas and found his way south to attend Texas State University in San Marcos. With a scholarship to play football, his next big decision was to declare a major. Every time he paused to think about what he was...