Avid Wealth Partners

About Our Team

 
Eric Ilmari Kala

Eric Ilmari Kala, CPWA®, CIMA®, CFP®, AEP®, CLU®

Wealth Management Advisor
Office 210-446-5718
Fax 210-569-6470

After serving 4 years in the United States Air Force, Eric decided to make a career change. He wanted to find a career that would allow him to still serve the members of his community but would give him the flexibility to spend more time with his family. Eric is dedicated to helping his clients achieve financial security, and will take the time to get to know you and your goals as well as help you anticipate and prepare for the best—and worst scenarios.

Eric has earned his Certified Private Wealth Advisor® and Certified Investment Management Anaylst® advanced credentialing from the Investments and Wealth Institute® along with his CERTIFIED FINANCIAL PLANNER designation. He is also fully licensed in life, long-term care, and disability income insurance in addition to being a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS). Eric holds his Series 6, 63, 66 & 7 security licenses as well.

  • Head of Strategic Planning

  • Relationship Development
  • Investment Committee Lead
 
Alicia A Fuschak

Alicia A Fuschak, CPWA®, CFP®, CLU®, ChFC®

Director of Advanced Financial Planning
Office 210-446-5755
Fax 210-569-6470

Alicia holds San Antonio as her hometown after following her father's Air Force career as a child. She graduated with Summa Cum Laude honors from the University of Texas at San Antonio with a Bachelor’s of Business Administration in Finance. Alicia began her career at Northwestern Mutual in 2009 and joined Eric’s team as the Director of Planning Services in 2015. Her primary focus is collaborating with Eric to develop and implement meaningful financial plans for their clients. She is responsible for helping client's put their plans into action as well as providing excellent customer service to existing and prospective clients. She strives to excel in being a life learner and adding value to people's lives through planning.

Alicia is a CERTIFIED FINANCIAL PLANNER™ professional and a Ceritifed Private Wealth Advisor® designee. She holds her Series 6, 63 and 7 securities licenses and life, accident and health insurance license. She resides in Boerne with her husband Brandon and two sons, Camden and Conley.

  • Financial Plan Design & Implementation

  • Advanced Planning

  • Business Owner Concierge

  • Coordination with Strategic Advisors (Accountants, Attorneys, etc.) 

 
Lindsey P Tablizo

Lindsey P Tablizo, CLU®

Financial Planning Associate
Office 210-446-5752

Lindsey has been apart of the team since the beginning of 2016 as our Client Service Manager. She acts as our initial contact for clients regarding account inquiries, processing or servicing. Lindsey has been in customer service for nearly 10 years and is fully licensed in Life, Long-Term Care and Disability Income Insurance in addition to holding her Series 6, 63 and 7 Security Licenses. Lindsey has also obtained her Chartered Life Underwriter (CLU®) designation and is working towards completing her ChFC® (Chartered Financial Consultant®) designation.

  • Client Servicing

  • Financial Plan Paraplanning

  • Insurance Underwriting Questions

  • Billing & Client Updates

 
Victor De La Garza

Victor De La Garza

Portfolio Advisor
Office 210-446-5727

Victor was raised in the small town of Brookshire, Texas. He moved to San Antonio in 2014 to pursue a finance degree at the University of Texas at San Antonio after receiving varios scholarships from his hometown. Victor began his career with Northwestern Mutual as a college financial representative in 2016. He joined our team in 2018 as an Associate Portfolio Advisor after graduating from UTSA as a prominent memeber of the Investment Society and Alpha Kappa Psi (The Professional Business Fraternity). Victor has a passion for research and analytics, is an avid reader, and continues to better himself by obtaining his Series 7 and 63 securities licences. He recently passed his Chartered Financial Analyst (CFA®) Level 1 exam and is continuing towards this advanced designation.

  • Investment Operations & Servicing

  • Investment Research

  • Portfolio Construction & Managment

  • Investment Communication and Outreach

 
Daniel Reinke

Daniel Reinke

Marketing and Business Development Director
Office 210-616-0900

Dan recently joined the team to help grow the practice and expand our adivsing capacity. He graduated from UTSA with a focus in Real Estate Finance & Development and is currently enrolled in their MBA program with a focus in Finance. Dan is a member of the Honors College and The Investment Society at UTSA and has a passion for helping people and the world of finance. Dan is currently licensed in Life, Long-Term Care and Disability Income Insurance Licensed. He loves watching sports, exploring the great outdoors and traveling on new adventures.

  • New Client Correspondence

  • Scheduling
 
Tia C Kala

Tia C Kala

Office Manager

Tia teamed up with her husband, Eric, in June of 2010. She received her Bachelor’s degree from the University of Texas at San Antonio in 2010. Tia has experience in nearly all areas of the practice in her past role as an Associate Wealth Management Advisor. Her role has now developed into the Special Events Coordinator and contributes to team development.  Tia also serves as a back-up for client servicing as she is fully licensed in Life, Disability Income Insurance, Long Term Care and is also a registered Representative of Northwestern Mutual Investment Services, LLC (NMIS).  Tia enjoys traveling, spending time with Eric and their daughters McKenna and Kinsley and volunteering for various organizations.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck