Calli Jochum serves as the Research Coordinator & Investment Planning Assistant. She earned her Bachelor of Arts degree with honors from University of Texas at Austin in 2007 and worked in the legal field, primarily in the area of estate planning, prior to joining the team at TPWC in January of 2010. Calli researches and gathers the necessary personal and financial information for each client’s portfolio and creates the framework for the advising members' optimization analyses and Investment Policy Statements. Calli’s functions at TPWC also include making preliminary assessments and analyses of client portfolios, consulting with and making recommendations to the advising members and the rest of the team for a plan of action on each client’s individual portfolio, and assisting in the preparation of various investment planning documents. Calli has a beautiful little boy and counts two border collies and a tortoiseshell cat as a part of the family. Calli enjoys spending time with family, world travel, reading, and being outdoors.

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