Executive Vice President

Tanglewood Capital Management

1400 Post Oak Blvd., Suite 550

Houston, Texas 77056

Phone: 713-840-8880

Year practice started: 1979

AUM: $600 million

Compensation: Fee-only

Number of clients: 370

Client minimum: $1 million

Asset management fee: 87.5 basis points on first $1 million; 50 basis points on $1 million to $3 million, with additional break points at $3 million and $5 million

Planners in firm: 2

Professional accreditations: CFP

Education: BS, University of Houston, petroleum land management; accepted into Tulane University Spring 2008 MBA program

Previous incarnations: Oil and gas industry land management consultant; stockbroker; Schwab branch representative

Industry/community involvement: Planned Giving Council of Houston; Houston Estate and Financial Forum; River Oaks Business Women's Exchange Club

Outside interests: Student pilot

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