Simon is Senior Vice President & Wealth Advisor at TLWM Financial (TLWM) and is a member of the Investment Committee that oversees and directs the TLWM discretionary portfolios. Simon also serves as a primary point of contact for clients, allowing TLWM to fully understand clients’ ever-evolving personal and financial situation. Simon began his career in financial services in 2005 after graduating from Trinity University in San Antonio, Texas with a degree in Economics. Simon gained a broad range of investment experience working for a large, Registered Investment Advisor in the San Francisco Bay area for four years. Simon and his wife Jamie then decided the time was right to move back