Touchstone McDonald CFP®

Senior Private Wealth Advisor | Partner

Touchstone is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Oakwell Private Wealth Management. With two decades of experience in the financial services industry, Touchstone is dedicated to being a positive resource for the families he serves and takes pride in the trusted relationships he’s built with clients.

A third-generation Aggie, Touchstone is a former student of Texas A&M University as well as a graduate of Belmont University in Nashville, Tennessee. He has grown a natural client base throughout his career, primarily comprising ranchers, landowners, and oil and gas producers. Working with this clientele shaped his views on financial planning and taught him the value of protecting and transferring a family legacy.

As a trusted advisor, Touchstone helps our clients evaluate their risks to determine the best way to protect their financial health and future wellbeing. He provides comprehensive financial planning through a unique approach tailored to each client’s specific needs. His level of expertise is rare in the investment advisor space and includes cash flow management, retirement preparedness, asset management, risk management, and efficient wealth transfer.

Touchstone and his wife, Jill, are both from large, south Texas farming and ranching families. They enjoy spending time together at the ranch and engaging in athletic activities with their sons, Kyte and Maddox, and daughter, Leavy.