Jeff Speight
Senior Wealth Advisor at Tanglewood Total Wealth Management
Based in Mountain Home, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Mountain Home
Industry
Financial Services
Company size
17
Contact information
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j•••••••@tanglewoodwealth.com
Phone
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Background
About Jeff Speight
Investment industry professional since 1987 serving both private clients and Registered Investment Advisor (RIA) firms. From 2006-2012 I worked directly with RIAs helping them improve top-line revenue and curtail back-office expenses through scale and efficiency.Currently, I am a Senior Wealth Advisor with Tanglewood Total Wealth Management. As the primary point of contact for my client families, I serve in both CRM and Financial Planning roles. Additional roles include business development and assisting our CCO with regulatory compliance.Completed the College for Financial Planning CFPE Certified Planner Program in Certified Financial Planner (CFP) designation in March 2001Ordained as a Permanent Deacon in the Catholic Archdiocese of Galveston-Houston in 2015, I also serve as House Chaplain for one of the transitional houses under Magnificat Houses, Inc. In 2016 I served as a Spiritual Director for the Christ the Redeemer Catholic Church ACTS WOMEN'S retreat in Cypress, TX.
Decision-makers
Other people at Tanglewood Total Wealth Management
- PBC-Team
Paul Buongiorno
Chief Investment Officer · Finance & Accounting
- JMC-Team
John Merrill
Company President · General Business & Management
- ALStaff
Adam Lawrence
Associate Wealth Advisor · Finance & Accounting
- AODirector
Alma Ozuna
Director of Operations · Operations
- PFManager
Peter Faust
Senior Wealth Advisor · Finance & Accounting
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