Market Opportunity for 2019

December 31, 2018

Stocks Finishing Best Year Since 2013

 

In the Houston Business Journal
January 9, 2015

 

“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 received a B.S.B.A. degree in Finance with a minor in Management Information Systems from the University of Tulsa in 1988.  In 2001, Jeff earned his CERTIFIED FINANCIAL PLANNER™ designation.

    Since 1987, Jeff has worked in the financial services and investments industry, including over ten years with Schwab Advisor Services.  He was a successful Business Development Officer for Schwab in Houston, helping investment 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.

    Jeff and his wife, Terri, have been married over 30 years and are the proud parents of three sons--two college grads (an Eagle Scout and a 2nd Lieutenant in the US Air Force) and one high school student (soon to be an Eagle Scout).

    Jeff earned a Masters of Arts in Pastoral Studies in 2014 from the University of St. Thomas.  In January 2015, he was ordained a Permanent Deacon in the Catholic Archdiocese of Galveston-Houston, a lifetime commitment.

    When not serving Tanglewood clients, Jeff is a clergy member at Christ the Redeemer Catholic Church.  He also volunteers at various community organizations, including serving as a House Chaplain and Advisory Board member for Magnificat Houses, Inc.

     

     

     

    Named "5 Star Wealth Manager"  in Texas Monthly Magazine- 2015, 2016, 2018, 2019. (Rankings Disclosure)

     
     
     
     
     
    “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:

    How To Keep Your Grown Children From Endangering Your Retirement U.S. News and World Report, April 27, 2018

    6 Lessons From the First Year of Retirement U.S. News and World Report, March 30, 2018

    5 Reasons Couples Need to Talk About Retirement U.S. News and World Report, March 16, 2018

    11 Ridiculously Easy Ways to Save Money Without Feeling the Pinch Reader's Digest, February 28, 2018

    Jim Nabors Gave Everyone A Lesson About End Of Life Documents Investor's Business Daily, December 6, 2017

    Sometimes The Most Precise Answer is "It Depends" Financial Advisor IQ, December 18, 2015

    When The Roof Caves In... The Christian Science Monitor, May 8, 2013

Contact Information

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

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