Calli Jochum serves as a Paraplanner and Compliance Officer. She earned her Bachelor of Arts degree with honors from the University of Texas at Austin 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 conducts research and assists the advising members with their optimization analyses and investment planning documents, as well as consulting with and making recommendations to the team for a plan of action on clients’ individual portfolios. She has now also begun working with TPWC’s Chief Compliance Officer to assist in regular and ongoing compliance reviews and documentation. Calli has a beautiful, brilliant little boy and counts two rescue dogs as a part of the family. Calli enjoys spending time with family, reading, eating spicy food, crochet projects, travel, and being outdoors.