Joanna Bauman

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 needs and exceed their expectations. She has over 15 years of experience in the financial industry having served as Administrative Coordinator at Morgan Stanley Private Wealth Management, as well as […]

Ann Jeansonne

Ann is our Engagement Coordinator at Tanglewood Legacy Advisors. As a key member of our team, Ann oversees client relationships and scheduling as well as Tanglewood’s marketing outreach. Ann believes that as long as she feels passionate about work and life, she is successful. Ann spent the early years of her career in the Food […]