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
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