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With a Deep Roster of Expertise

You Benefit From the Collaboration of Our Talented Team

Get To Know Oakwell Private Wealth Management

As a firm, we encourage team members to pursue education, key learning and obtain the appropriate credentials. With a variety of specializations, we’re a group of professionals who can guide you through your financial journey, no matter how complex it may seem. 

Laurent "Lou" Boumaza Photo
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Laurent "Lou" Boumaza

CFP®, Senior Private Wealth Advisor | Partner

Laurent Boumaza

Laurent "Lou" Boumaza, CFP®

Senior Private Wealth Advisor | Partner

P: (512) 335-1771

F: (512) 335-7511

E: service@oakwellpwm.com


Problem-solving is practically part of Lou’s DNA, as he comes from a family of engineers, accountants, and doctors. When he discovered the financial planning industry, he was immediately fascinated by all there was to know and how variables interact to ensure all the pieces of a person’s financial ecosystem work together efficiently.

Having found his wheelhouse, Lou strove from then on to learn as much as he could about each puzzle piece of financial planning. He sought out mentors, brought forward creative solutions, and partnered with other experts to improve and excel in the industry. When he earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, he became one of the youngest CFPs in the country.

Through a combination of hard work, patience, and a little bit of luck, Lou landed a role as manager of the Austin branch of a prominent investment firm. While he enjoyed learning from others during this eye-opening experience, he was not feeling professionally fulfilled.

Lou genuinely cares about his clients as people before anything else and is fully vested in their success. He setout and helped found Oakwell as an independent firm created and developed with client needs and best interests in mind.

Oakwell is competitive on pricing because we cut the middleman and continuously streamline our processes. By maintaining a low client-to-advisor ratio and working as a team for each client’s benefit, Oakwell develops personal relationships with our clients and knows their needs implicitly. Lou’s clients can enjoy being guided by someone with a deep understanding of their financial journey.

Lou is fiercely loyal to his clients, and as a family man, this carries into his personal life. He spends time with his wife, Allison, and their three children whenever he can. Lou also loves sports, especially soccer, and enjoys trying new restaurants around Austin.

Richard Robbins Photo
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Richard Robbins

CFP®, Senior Private Wealth Advisor | Partner

Richard Robbins

Richard Robbins, CFP®

Senior Private Wealth Advisor | Partner

P: (830) 515-4446

F: (512) 335-7511

E: service@oakwellpwm.com


First meetings can often be awkward, formal, and reserved, but that is not the case with Richard Robbins. Richard will greet you with an enthusiastic handshake and a mile-wide smile that makes you feel like you’ve known one another for decades.

Richard attended Texas A&M University, a school as rich in tradition as Luling, Texas, his small and charming hometown. At his job at one of the university’s retail stores, Richard learned how and why knowing your numbers is so vital to running a successful business. He thrived in his role and was later promoted to the buyer and general manager of all three locations. As his responsibilities grew, so did his skills in evaluating the cash flows and identifying opportunities to help the business and owners profit.

­­­­An Aggie to the core, Richard loved being in College Station. However, when his wife’s career prompted a move to New Braunfels, Texas, he took the opportunity to make a career move and pair his desire to help people with his ability to understand small business financials. After working at a large financial firm for a while, Richard wanted to do more than just managing investments. He went back to his roots – steeped in tradition – and became a partner at Oakwell Private Wealth Management to help his clients navigate their financial plans and reach their financial goals.

At Oakwell, Richard has the autonomy to invest his time in growing meaningful relationships with his clients, achieving their objectives, and helping them climb new branches of success. His CERTIFIED FINANCIAL PLANNER™ (CFP®) designation helps him focus on helping business owners and individuals identify their goals and institute a personalized plan to achieve them.

When Richard is not busy raising the bar of service at Oakwell Private Wealth Management, he can be found courtside, cheering on his daughter Avery’s volleyball team, or on the sidelines of his son Clay’s football games. While he loves his family, a very close second is his yard. After a long day at the office, he will decompress with a lap on the mower. Just like his dad instilled in him as a young boy, “if you are going to do something, take pride in it!” That seed has grown to positively affect his family, his career, Oakwell, and yes, his yard! 

Touchstone McDonald Photo
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Touchstone McDonald

CFP®, Senior Private Wealth Advisor | Partner

Touchstone McDonald

Touchstone McDonald, CFP®

Senior Private Wealth Advisor | Partner

P: (210) 625-4692

F: (512) 335-7511

E: service@oakwellpwm.com


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 the director of Oakwell’s insurance division, 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.  


Audrey Westfall Photo
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Audrey Westfall

Director of Operations, CCO | Partner

Audrey Westfall

Audrey Westfall

Director of Operations, CCO | Partner

P: (512) 640-3610

E: service@oakwellpwm.com


Audrey joined Oakwell Private Wealth Management in 2016 and has enjoyed growing with the firm as we expand locations and services. The team approach and culture that brought her to Oakwell continue to be her favorite part of what makes our firm unique.

A small-town East Texas native, Audrey planted new roots in Austin to attend college. She graduated from The University of Texas at Austin in 2010 with a Bachelor of Arts degree and a Bachelor of Science degree. This balance of boldness, creativity, and analytical intelligence has helped Audrey and the Oakwell team to thrive.

Thanks to Audrey’s excellent work, our firm’s advisors and client support team can serve our clients at the highest level. She works to maximize efficiency and streamline Oakwell’s processes and procedures as she administers the firm's day-to-day operations.

Outside of work, Audrey enjoys traveling, photography, and reading. You can also catch her attending baseball games with friends or having fun at family game night.

Brian T. Boswell Photo
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Brian T. Boswell

CFP®, QKA, Private Wealth Advisor

Brian T. Boswell

Brian T. Boswell, CFP®, QKA

Private Wealth Advisor

P: (512) 649-8113

F: (512) 335-7511

E: service@oakwellpwm.com


Brian Boswell is a CERTIFIED FINANCIAL PLANNER™ professional with Oakwell Private Wealth Management, where he helps business owners and professionals with retirement planning and investment management.  While Brian serves people working in a wide variety of industries, he has a soft spot for healthcare workers because his wife is an OBGYN in Round Rock. His deep expertise and personal connection to the healthcare industry have given him an unmatched understanding of the unique challenges physicians face.

Brian also heads Oakwell 401(k) Plans and has developed the resources and skills to provide business owners with the right retirement plan for their specific goals. Brian completed the Qualified 401(k) Administrator (QKA) program through the American Society of Pension Professionals and Actuaries (ASPPA). This designation helps advisors better maximize plan design and navigate the complex regulatory and compliance environment of 401(k) plans.

Upon graduating from Southwestern University in Georgetown, Texas, Brian immediately entered the financial services industry, working for both the largest independent broker-dealer and a Fortune 500 company.  However, making quarterly numbers and selling products was not how Brian wanted to provide financial advisory services. In February of 2015, Brian helped create Oakwell Private Wealth Management to offer his clients truly independent advice based on their objectives, needs, and overall financial goals.

When he’s not taking care of clients, Brian can be found spending time with his high school sweetheart, Katie Boswell, MD, or coaching his daughter’s basketball & soccer teams. They recently welcomed a new son, Bear, in May of 2021 and are enjoying getting to know him.  When not working or playing sports, the Boswell family can be found at their hunting ranch in the Texas Hill Country.

Anthony Taylor Photo
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Anthony Taylor

CFP®, Associate Private Wealth Advisor

Anthony Taylor

Anthony Taylor, CFP®

Associate Private Wealth Advisor

P: (512) 212-4726

F: (512) 335-7511

E: service@oakwellpwm.com


As the oldest of five and a former student-athlete, Anthony knows the value of hard work, discipline, and responsibility. He chose to pursue a career as a financial advisor rooted in his fundamental understanding of finance and strong passion for helping others reach their full potential.

After graduating with honors from Texas State University, where he majored in finance, Anthony joined the Oakwell Private Wealth Management team as an associate advisor. He provides financial advice to our clients and demonstrates his passion and conviction for putting their best interests first every step of the way. Anthony’s favorite part of work is growing genuine relationships with his current and future clients.

Outside of work, Anthony enjoys challenging himself by working out. A Texas native, he also appreciates the adventure of trying different restaurants around Austin.

Jacob Yaklin Photo
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Jacob Yaklin

Associate Private Wealth Advisor

Jacob Yaklin

Jacob Yaklin

Associate Private Wealth Advisor

P: (830) 214-1930

F: (512) 335-7511

E: SERVICE@OAKWELLPWM.COM


Jacob Yaklin grew up in Kingsville, TX, and graduated from Texas A&M University in 2016 with a degree in Agricultural Economics and a focus in Finance and Real Estate. Following graduation, Jacob was commissioned into the United States Marine Corps. There, he held many key leadership positions, including being his Battalion’s Financial Officer and the Company Commander of his unit.

Jacob’s goal and passion are to help families, professionals, and business owners reduce their stress around money and financial decisions. He advocates educating and coaching clients about their finances to empower them to make informed decisions.

Throughout his entire life, Jacob has been coached, whether while playing sports, attending Texas A&M, or serving in the Marine Corps. Every step of the way, he has had a mentor or an accountability partner who pushed him to be the very best version of himself. In today’s financial climate, people are required more than ever to understand the intricacies of financial planning, but most have never had the time or opportunity to be taught. Jacob now wants to give back and share the lessons and strategies that have contributed to his successes.

Jacob currently resides in the Gruene Historical District of New Braunfels, TX, with his wife, Melyn. In their free time, Jacob and his wife enjoy taking their dogs to the local parks, traveling, and finding all of the best local food spots.   He is also an automotive fanatic and never turns down the opportunity to talk cars.  

Heather Dawson Photo
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Heather Dawson

Senior Client Service Associate

Heather Dawson

Heather Dawson

Senior Client Service Associate
P: (830) 214-2335
F: (512) 335-7511
E: SERVICE@OAKWELLPWM.COM


Heather has been part of Oakwell Private Wealth Management’s Operations Team since June of 2021. Her focus is on building relationships and providing exceptional client services and support.

Heather left her hometown of Salt Lake City, Utah, to attend Dixie State College in Southern Utah, where she studied Business Administration and Management. She is currently pursuing a degree in Human Resource Management. After serving as an Operations Manager, Buyer, and District Manager in the Retail Management industry for more than 12 years, Heather joined Oakwell to provide a fresh perspective and the necessary skills to help our clients thrive.

In her free time, Heather enjoys spending time with her Rottweiler and spoiling her nieces and nephews. She also loves traveling and is an avid baseball fan.

Heather Aragona Photo Heather Aragona Hover Photo
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Heather Aragona

Senior Client Service Associate


Heather Dawson

Heather Aragona

Senior Client Service Associate
P: (512) 967-6129
F: (512) 335-7511
E: service@oakwellpwm.com


Heather joined the Oakwell team in April of 2022. She began her career in the financial services industry in 2017, bringing with her a diverse professional background in government administration and management.

Heather is a master problem-solver, with a passion for streamlining processes and a knack for thinking outside of the box. She attributes her "adapt and overcome" mindset to growing up in a multi-generational military family. Heather maintains that great relationships begin with exceptional service, and she delivers on that for Oakwell every single day.

In her free time, Heather enjoys reading and spending time outdoors with her husband, Cord, and their dog, Briah.

Sherry Franovich Photo
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Sherry Franovich

Client Service Associate

Sherry Franovich

Sherry Franovich

Client Service Associate

P: (830) 581-0900

F: (512) 335-7511

E: service@oakwellpwm.com


Sherry has distinguished herself as an incredible team player at Oakwell Private Wealth Management. She loves seeing people succeed and achieve their financial goals.

After attending the University of Southwestern Louisiana, where she majored in Office Administration, Sherry gained experience in various industries. Her longest tenure was with The University of Texas System, where she served as an Executive Assistant at the Health Science Centers in Houston and San Antonio for more than 25 years.

Now, Sherry provides overall support for the Oakwell firm, assisting our advisors with administering client data and ongoing service processes. She also helps coordinate communications, provide phone support and in-person assistance, and cultivate strong, growing relationships with our clients.

When she’s not working, Sherry enjoys spending time with her daughter and three grandchildren. She is also an avid animal lover, traveler, and gardener.

Marissa Means Photo
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Marissa Means

Client Service Associate

Marissa Means

Marissa Means

Client Service Associate

P: (512) 535-4504

F: (512) 335-7511

E: SERVICE@OAKWELLPWM.COM


Ever since getting her first checking account in high school, Marissa has been diligent down to the cent about balancing her budget. Healthy financial habits have grown even more important to her as she invests in her family’s future. She loves bringing her personal drive into her work, supporting the Oakwell Private Wealth Management advisors as they guide our clients in planning for their financial futures.

Before joining Oakwell, Marissa worked in the social services and non-profit sectors, followed by several years at home working to raise her family. She enjoyed many years putting her Bachelors and Masters Degrees in Social Work to good use, primarily working in the Developmental Disability community.

Having brought her skills back into an office environment, Marissa helps coordinate the operational side of ensuring our clients get the best and most efficient services possible. This work includes communicating with our custodial partners to ensure a smooth process regarding opening and closing accounts, transferring assets, and overall daily maintenance of account activity. She also assists with scheduling appointments, responding to client inquiries, and supporting our financial advisors in all service areas to meet our clients’ needs with excellence.

When Marissa is not working, she’s usually spending time with her husband and two young boys. They enjoy bike rides, game nights, visiting their relatives outside of Texas, and other activities both in and out of their home. On any given evening, you can find Marissa sipping a glass of vino and relaxing with a good book or the latest binge-worthy show.