Sandra oversees all aspects of client service operations at Tanglewood, including new client onboarding, account opening and maintenance, administrative support, and money movement requests. As the firm’s liaison with Charles Schwab, she works closely with clients, advisors, and custodial partners to ensure requests are completed accurately and promptly.

Outside the office, Sandra enjoys spending time with her family. She has been married for 21 years and is the proud mother of three children. She served in the United States Army, from which she was honorably discharged.

• Financial Paraplanner Qualified Professional™ (FPQP®)
• Associate of Applied Science, San Jacinto College-Central