Advisors at this firm
Jesse V
Series 65
Indian Rocks Beach, FL
TLW Wealth Management, LLC
Jesse Vervelde is a financial advisor at TLW Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Vsr Financial Services, Inc. from 2013 to 2016 before joining TLW Wealth Management in 2016. Outside of his advisory role, he is involved in executive and life coaching. TLW Wealth Management provides discretionary investment and portfolio management services to individuals, high-net-worth clients, companies, trusts, and estates. The firm employs a value-driven investment approach influenced by Templeton, Lynch, and Buffett, focusing on long-term equity investing and active portfolio management.
David V
Series 63
Indian Rocks Beach, FL
TLW Wealth Management, LLC
David Vervelde is a financial advisor at TLW Wealth Management, LLC with 41 years of industry experience. He holds a Series 63 designation and has been with TLW Wealth Management since 2016. Prior to that, he worked at VSR Advisory Services, Inc. and VSR Financial Services, Inc. from 2012 to 2016. Outside of his advisory role, he is a partner in a real estate business based in Hayward, Wisconsin. TLW Wealth Management provides discretionary investment and portfolio management services primarily to individuals, high-net-worth clients, companies, trusts, and estates. The firm follows a value-driven investment approach influenced by Templeton, Lynch, and Buffett, focusing on long-term individual equity selection and hands-on client oversight.
Dylan A
CFP®, Series 63, Series 65
Indian Rocks Beach, FL
TLW Wealth Management, LLC
Dylan Arnall is a CFP® certificant with four years of industry experience, currently serving as an advisor at TLW Wealth Management, LLC. His background includes roles at Paychex Securities Corporation and ADP, Inc. Outside of his advisory work, he is involved in executive and life coaching. TLW Wealth Management provides discretionary investment and portfolio management services to individuals, high-net-worth clients, companies, trusts, and estates. The firm employs a value-driven investment approach influenced by Templeton, Lynch, and Buffett, focusing on long-term individual stock selection and active portfolio management.
Molly A
CFP®, Series 65
Indian Rocks Beach, FL
TLW Wealth Management, LLC
Molly Arnall is a CFP® with six years of industry experience, currently serving as a financial advisor at TLW Wealth Management, LLC since 2019. Prior to joining TLW, she worked briefly at Berkshire Hathaway and has experience in life coaching through her outside business, Lyf Coach and Development, where she provides executive and personal growth coaching. TLW Wealth Management is a three-advisor firm managing approximately $175 million in discretionary assets, focusing on value-driven investment strategies influenced by Templeton, Lynch, and Buffett. The firm serves individuals, high-net-worth clients, companies, trusts, and estates with customized portfolio management emphasizing long-term equity investments and hands-on client oversight.
Jordan A
Series 63, Series 65
Omaha, NE
TLW Wealth Management, LLC