Oakwell Private Wealth Management

Laurent Boumaza is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Oakwell Private Wealth Management since 2015 and previously worked at Purshe Kaplan Sterling Investments. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, providing portfolio management, financial planning, and retirement plan services. The firm employs a disciplined investment approach that includes fundamental, technical, and cyclical analysis, with discretionary account management and the use of third-party portfolio managers when appropriate.

Reagan Helfand is a financial advisor at Oakwell Private Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Fort Advisors. Outside of finance, he is involved with Pure Barre and Deep Roots Salon in Cedar Park, TX. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, providing portfolio management, financial planning, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis, along with various trading strategies, and may allocate assets to third-party managers while maintaining regular portfolio monitoring.

Touchstone Mcdonald is a financial advisor with Oakwell Private Wealth Management in New Braunfels, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Oakwell since 2016 and previously held positions at LPL Financial Corporation and Strategic Financial Concepts, LLC. Outside of his advisory role, he is involved with Legacy CFO, LLC, an insurance agency. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, providing portfolio management, financial planning, and retirement plan services. The firm employs a mix of fundamental, technical, and cyclical analysis with discretionary management and may utilize third-party portfolio managers.

Eric Vordenbaum is a financial advisor at Oakwell Private Wealth Management with 23 years of industry experience. He holds the PFS™ designation and Series 63 license. Prior to joining Oakwell, he worked at Strategic Financial Concepts, LLC and LPL Financial LLC, and he has operated his own CPA firm since 2013. Oakwell Private Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts. The firm employs a blend of fundamental, technical, and cyclical analysis and uses both discretionary management and third-party portfolio managers.

Daniel Michel is a financial advisor at Oakwell Private Wealth Management with 19 years of industry experience. He holds the PFS™ designation and Series 65 license. Michel is also the sole owner of Daniel A Michel, CPA, PLLC, a CPA firm in Austin, Texas, where he spends less than 20% of his time. He has been with Oakwell Private Wealth Management since 2015 and has worked with RM Wealth Management, L.L.C. since 2005. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, providing portfolio management, financial planning, sub-advisory services, and retirement plan implementation. The firm uses a combination of fundamental, technical, and cyclical analysis alongside various trading strategies and typically manages accounts on a discretionary basis.

Richard Robbins is a financial advisor with Oakwell Private Wealth Management in New Braunfels, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Strategic Financial Concepts. Robbins is president and sole shareholder of Robbins Financial Coordinating Services, Inc., a company used for tax reporting purposes. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, providing portfolio management, financial planning, and retirement plan services. The firm employs a disciplined investment approach that includes fundamental, technical, and cyclical analysis combined with various trading strategies and often delegates asset management to third-party portfolio managers.

Lindsay Haas is a financial advisor with Oakwell Private Wealth Management in New Braunfels, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Oakwell, she worked at Ameritas Advisory Services and Ameritas Investment Company, and she has a background that includes over a decade with Mary Kay Cosmetics. Outside of her advisory role, she is active in nonprofit organizations, serving as president of the Rotary Club of New Braunfels and holding board positions with the Braunfels Foundation Trust and the Sophienburg Museum and Archives. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, providing portfolio management, financial planning, and retirement plan services. The firm employs a disciplined investment approach combining fundamental, technical, and cyclical analysis, and may utilize third-party managers alongside various trading strategies.

Anthony Taylor is a CFP® and holds a Series 65 license with five years of industry experience. He has been with Oakwell Private Wealth Management since 2020. Prior to his advisory role, he worked at Cintas and has a background that includes positions at Texas State University and Allen High School. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts. The firm provides portfolio management, financial planning, and small-business retirement plan services, employing a range of investment strategies and maintaining regular portfolio monitoring.

David Lindley is a CFP® with five years of industry experience, currently serving as a financial advisor at Oakwell Private Wealth Management. Prior to joining Oakwell, he worked at GEM Asset Management, LLC and Northern Trust Corporation. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, providing portfolio management, financial planning, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis alongside various trading strategies and may allocate assets to third-party portfolio managers.

Jacob Yaklin is a CFP® and holds a Series 65 license with four years of industry experience. He has been with Oakwell Private Wealth Management since 2021. Prior to his financial advisory career, he served four years in the United States Marine Corps and worked in the automotive industry. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts. The firm provides portfolio management, financial planning, and retirement plan services, employing a range of analytical strategies and third-party managers to meet client objectives.

Patrick Deist is a CFP® professional with 10 years of industry experience. He currently works at Oakwell Private Wealth Management and has previously held roles at Hilltop Securities, Merrill, UBS Financial Services, and Fidelity Brokerage Services LLC. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts by providing portfolio management, financial planning, and retirement plan services. The firm employs a disciplined investment approach that includes fundamental, technical, and cyclical analysis, as well as various trading strategies and may allocate assets to third-party managers.