“Unbiased, clear and original in its long-term view of portfolio construction. A must read for serious investors.”
—Charles R. Schwab

 

Jeff A. Speight, CFP®

  • Jeff A. Speight, CFP®

    Wealth Advisor

    Jeff was born in Kankakee, Illinois in 1965 and grew up in a retirement community in the Ozarks.  He attended the University of Tulsa from 1983 to 1988 and received a B.S.B.A. degree in Finance with a minor in Management Information Systems. Jeff went on to earn his CERTIFIED FINANCIAL PLANNER™ designation in 2001.  
     
    Jeff has worked in the financial services and investments industry since 1987, including over ten years with Schwab Advisor Services. In Orlando, he worked as a supervisor of various Schwab service teams. 
     
    For almost 6 years, Jeff was a successful Business Development Officer for Schwab in Houston, helping Registered Investment Advisors (RIAs) move their practices to Schwab. His expertise was helping successful advisors start their own RIAs. While at Schwab, Jeff received recognition in both the Service and Business Development areas, including: Excellence in Service and President’s/Chairman’s Club awards.
     
    He joined Tanglewood in September 2012 as a Wealth Advisor and member of the Wealth Advisory team. His other duties include developing business opportunities with professionals and small business owners.
     
    In January 2015, Jeff was ordained a Permanent Deacon in the Catholic Archdiocese of Galveston-Houston, a lifetime commitment. While in formation, Jeff earned a Masters of Arts in Pastoral Studies in 2014 at the University of St. Thomas. When not serving our Tanglewood clients, Jeff is a clergy member at Christ the Redeemer Catholic Church.
     
    Jeff also volunteers his time to community organizations, including serving as House Chaplain for a faith-based transitional housing program.
     
    Jeff and his wife, Terri, have been married 28 years. Jeff and Terri have three sons, one in high school, another in college and one recent college grad. All three were involved in Scouting, with their oldest becoming an Eagle Scout.
     
    In his free time, Jeff enjoys family fun in the pool, reading a good book, and playing guitar.
     
    “As both a Wealth Advisor and as an ordained permanent deacon I spend a lot of time talking to people about details of their personal and financial lives.  People often tell me that I am one of only a couple people with whom they’ve ever felt comfortable sharing this information.  Knowing that I have developed this type of trust with many clients is something I do not take lightly, and a privilege I enjoy immensely as it is central to my ability to help people enjoy fuller lives through their finances.”

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Media Appearances:

      Financial Advisor IQ, December 18, 2015

    With Clients, Partway is Better Than No Way at All    Financial Advisor IQ,  May 28,2015

    Advice for Researching Your Financial Adviser    Houston Chronicle, January 5, 2015

    Houston a draw for those in the finance industry   Houston Chronicle, September 8, 2014

    Tips for Investing Your Tax Refund    Mainstreet.com, April 9, 2014

    Relationships Are A Key For Success To A Financial Advisor In Houston   CBS Houston, December 30,2013

    Planning for the Medicare surtax   Bankrate.com, November 20, 2013

    80 is the New 60 When it Comes to Retirement   New York Post, November 16, 2013

    When the roofs cave in...    The Christian Science Monitor, May 8, 2013

     

 

Contact Information

1400 Post Oak Boulevard, Suite 550
Houston, TX 77056
Phone: (713) 840-8880
webmaster@tanglewoodwealth.com

 

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