Andrew founded Tanglewood Legacy Advisors in 2003 with the vision of providing intimate and highly personalized wealth planning advice to family stewards and private business

Kevin helps entrepreneurs during times of meaningful transition, be that pivoting for scale, preparing for an outside sale or developing internal succession. He has provided

David leads economic, market and investment research, as well as the development of portfolio strategies for Tanglewood Legacy Advisors. He has over 20 years of

Manjula has over 20 years of experience helping families navigate the intersection of their lives and complex financial planning issues. She is a problem solver

Taylor works on the business advisory team helping entrepreneurs during periods of consequential change in their business and life. He is responsible for financial modeling

Joanna services clients’ investment accounts.  She is a key interface to families on a day-to-day basis. She loves working with TLA families to fulfill their

Erin is our Client Engagement Coordinator at Tanglewood Legacy Advisors. Her expertise and leadership skills enable her to effectively manage client relationships while providing administrative

April serves as Operations Manager at Tanglewood Legacy Advisors, where she supports the firm’s operational infrastructure and helps ensure systems, processes, and people are aligned