Sandra Tamez, FPQP®

Client Services Manager

Responsibilities:

• Handles administrative aspects of Tanglewood's investment advisory accounts

• Serves as liaison between Tanglewood and Charles Schwab

• Addresses account administration questions

Professional Experience:

• Joined Tanglewood Total Wealth Management in July 2012

• Honorably Discharged from the United States Army

Education:

• Earned Financial Paraplanner Qualified Professional™ designation in 2022

• Associate Degree from San Jacinto College-Central