Andrew T. Gardener, CFP<sup>®</sup>

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 owners. Prior to creating Tanglewood Legacy Advisors, Andrew had an outstanding 22 year career with a top international financial services firm. In addition to serving as an advocate for his […]

Kevin Roth, CFP<sup>®</sup>, CEPA, CM&AA, CVA

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 exit advice and solutions to successful entrepreneurs and business owners on over $400 million worth of liquidity events. While Kevin’s clients span all walks of life, he specializes in using […]

David C. Stuyck

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 experience in private wealth management, working closely with high net worth individuals and families constructing custom portfolios that meet their unique needs and goals. Previously in his career, David was […]

Shannon Pike, CFP<sup>®</sup>

Shannon has been in the financial services industry since 1991 beginning his career as a bank officer and transitioning to financial planning in 1998.  Prior to joining Tanglewood Legacy Advisors, Shannon held roles as vice president, founder & principal and senior advisor for Houston wealth management firms and was a regional financial planning advisor for […]

Manjula Shaw, CFP<sup>®</sup>

Manjula helps families navigate the intersection of their life and complex financial planning issues, helping them achieve their family, business, and life goals. Manjula began her career in the late eighties in the Commercial Banking sector. She graduated Magna Cum Laude with a Bachelor of Business Administration, majoring in Finance, from the University of Houston. […]