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Erika Ocaña

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  2. Erika Ocaña

Erika Ocaña

Erika Ocaña

Erika Ocaña

Operations Associate

erika@tlwmfinancial.com

Erika joined TLWM as an Operations Associate in 2018. She was born in South Texas however San Antonio has been her hometown for as long as she can remember. Prior to joining TLWM, she held various operations support positions in the investment and banking industry

As an Operations Associate, Erika is responsible for account maintenance, processing transactions of all varieties, and assisting clients with optimum care. Away from the office, Erika enjoys spending time with her family and chasing after her 5 yr old daughter Zaydee.

 

Our Team

Investment Team

Enzo T. Pellegrino, CFP®

Simon Thompson, CFA

Elissa Lococo

Wealth Advisors

Enzo T. Pellegrino, CFP®

Simon Thompson, CFA

Preston Vaught

Robert S. Bowerman, CFP®

Brian Tobin, CFP®

Financial Planning Team

Enzo T. Pellegrino, CFP®

Robert S. Bowerman, CFP®

Brian Tobin, CFP®

Service 360 Team

Liza Reichle

Erika Ocaña

Victoria Hernandez

Jessica Baigen

TLWM CONTACT

  
Phone: 210 541 8600
Email: info@tlwmfinancial.com  

San Antonio

40 N.E. Loop 410, Ste. 644
San Antonio, TX 78216
 

Lubbock

7021 Kewanee Ave.
Lubbock, TX  79424
P: 806-696-3399

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through TLWM, a registered investment advisor. TLWM and TLWM Financial are separate entities from LPL Financial.

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