Stephanie Schulman prepares client meeting materials and assists with account analyses. Stephanie has 21 years of experience in the wealth management industry. Prior to Tanglewood Legacy Advisors, she worked with Palley-Needelman Asset Management in Newport Beach, California and UBS Financial Services and Fayez Sarofim & Co., in Houston. Stephanie volunteers with Girl Scouts San Jacinto Council as a Troop Leader and Adult Recognitions Coordinator for The Creekwood Service Unit Team.
"My vision was to build a firm with the kind of concierge service that I myself would expect as a client."
- Andrew T. Gardener
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