#United States #Houston #Tanglewood #Abigail Gunderson #Alma Ozuna Teal

Tanglewood Total Wealth Management Expands Its Leadership Team

On May 6, 2025, Tanglewood Total Wealth Management® proudly announced the addition of Abigail Gunderson, CFP®, and Alma Ozuna Teal as the firm's first female shareholders. This landmark decision not only underscores Tanglewood's commitment to inclusion and leadership but also celebrates the significant contributions made by these two accomplished professionals over their respective careers.

Highlights of Abigail Gunderson and Alma Ozuna Teal

Abigail Gunderson has dedicated over 22 years to wealth management, specializing in assisting affluent clients in attaining their financial and familial aspirations. Her expertise lies in integrating comprehensive financial planning with astute investment management, all while maintaining a client-centric approach. Since joining Tanglewood 12 years ago, she has earned her status as a trusted advisor, receiving her Certified Financial Planner™ designation in 2006 from the University of Houston.

Alma Ozuna Teal, with her impressive background in financial services since the year 2000, has been instrumental in ensuring the operational success of Tanglewood since 2007. As the director of operations, she is responsible for overseeing trading activities, managing client reports, and maintaining robust portfolio management systems. Alma's 18-year tenure at Tanglewood is a testament to her dedication to precision and excellence in client service.

A Step Towards an Inclusive Future

The addition of Gunderson and Teal to Tanglewood's shareholder structure illustrates a pivotal shift in the firm's landscape. Both women embody the core values of service, leadership, and operational excellence that Tanglewood champions. John Merrill, the firm's president and chief investment officer, remarked, "Abigail and Alma represent the best of Tanglewood... This step reflects their achievements and our belief in building a lasting, inclusive legacy for our team and clients."

This announcement comes amid a broader trend within the finance industry to increase female representation at higher levels. Tanglewood's proactive approach not only addresses this gap but also promotes a culture where diverse leadership can flourish. The firm's commitment to recognizing organizational leadership while maintaining its independence reinforces its long-term strategy to serve clients effectively and efficiently.

Looking Ahead

As Tanglewood Total Wealth Management continues to evolve, the firm remains dedicated to providing exceptional advisory services with a focus on community and inclusion. With the incorporation of new leadership, it is poised to navigate the complexities of wealth management while ensuring its values remain at the forefront of its operations. The future appears promising as the firm builds on the legacy that Abigail Gunderson and Alma Ozuna Teal are now a part of, inspiring future generations within the finance sector.

The stories of Abigail and Alma serve as powerful reminders of the capabilities women bring to the table, reinforcing the notion that success can and should be inclusive. As Tanglewood celebrates this historic day, it opens the door for other firms to follow suit, ensuring that the financial industry's leadership reflects the diversity of the communities it serves.

Tanglewood Total Wealth Management remains an independently owned investment advisory firm based in Houston, Texas, dedicated to professional money management and comprehensive wealth planning services.