Tanglewood Legacy Advisors, LLC

Andrew Gardener is a CFP® with 42 years of industry experience and has been with Tanglewood Legacy Advisors, LLC since 2003. Prior to joining Tanglewood, he worked at LPL Financial LLC for 16 years. He is also a licensed insurance agent. Tanglewood Legacy Advisors serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm uses customized asset-allocation frameworks and a range of investment vehicles, including actively managed mutual funds, ETFs, and select less-liquid instruments.

Kevin Roth is a CFP® with 14 years of industry experience and is currently a financial advisor at Tanglewood Legacy Advisors, LLC, where he has worked since 2018. His prior experience includes roles at Clarus Wealth Group, Raymond James Financial Services Advisors Inc., and ROTH Financial Partners, LLC. Outside of his advisory role, he owns KW Wealth LLC, a support company for lease and office expenses. Tanglewood Legacy Advisors serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management alongside financial planning and consulting, using customized asset-allocation frameworks and a range of investment vehicles, including actively managed mutual funds, ETFs, and select less-liquid instruments.

Erandathi Shaw is a CFP® and holds a Series 66 license with 15 years of industry experience. She has been with Tanglewood Legacy Advisors, LLC since 2016. Tanglewood Legacy Advisors serves individuals, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm uses customized asset-allocation frameworks and a mix of actively managed mutual funds, ETFs, and other instruments to guide investment decisions based on client risk tolerance and goals.

David Stuyck is a financial advisor at Tanglewood Legacy Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has been with Tanglewood Legacy Advisors since 2011, previously working at LPL Financial from 2011 to 2019. Tanglewood Legacy Advisors serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management along with financial planning and consulting, using customized asset-allocation frameworks and a combination of actively managed funds, ETFs, and select alternative investments.