Skip to content

Back to Main

Alma Ozuna Teal, Director of Operations and Shareholder at Tanglewood Total Wealth Management in Houston, TX

Alma Ozuna Teal

Director of Operations, Shareholder

Responsibilities:

  • Manages all trading activities
  • Preparation of client reports – including quarterly reports and tax reports
  • Maintains Tanglewood’s portfolio management & CRM systems

Professional Experience:

  • Joined Tanglewood Total Wealth Management in February 2007
  • Began Financial Services career in 2000

Get In Touch

Every client relationship starts with a conversation. Tell us a little about yourself and what you need, and we’ll set aside time to talk.