TLWM Team

Investment Team

Enzo T.
Pellegrino, CFP^®

President &
Wealth Advisor

Simon
Thompson, CFA

Vice President &
Wealth Advisor

Elissa
Lococo

Research Coordinator

James
Flores

Research & Financial Planning Assistant

Wealth Advisors

Enzo T.
Pellegrino, CFP^®

President &
Wealth Advisor

Simon
Thompson, CFA

Vice President &
Wealth Advisor

Preston
Vaught

Wealth Advisor

Justin
Bellows

Wealth Advisor

Robert S.
Bowerman, CFP^®

Wealth Advisor

Financial Planning Team

Enzo T.
Pellegrino, CFP^®

President &
Wealth Advisor

Melissa
Schuessler

LPL Registered Sales Assistant

James
Flores

Research & Financial Planning Assistant

Service 360 Team

Liza
Reichle

Operations Team Leader

Melissa
Schuessler

LPL Registered Sales Assistant

Erika
Ocaña

Operations Associate

Kristina
Ortiz

Administrative Receptionist

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