Strength in Knowledge

Just as roots provide sustenance for a growing tree, proper advice can strengthen and support your financial future. Teak Tree advisors partner with families to build an organized, actionable financial plan. Armed with the right information, your opportunities are boundless.

Friendship Cultivates Seeds Of Change

Teak Tree Capital Management blossomed in the spring of 2009 – April 24 at 2:18 p.m. to be precise. But the business really took root six years earlier. That's when Red, Stephen, and Adam formed a partnership based on friendship, trust, and complementary skills while working as financial advisors at Merrill Lynch.

As Aristotle once said, "The whole is greater than the sum of its parts." Red's clients, Stephen's clients, and Adam's clients became "our" clients in 2003, and the foundation for Teak Tree's unwavering culture of collaboration began. After all, assets and liabilities, estate and philanthropic planning, taxes, and insurances can be complicated business.

Since 2011, five friendly faces and bright minds have joined the team. All five have enriched the firm’s ability to carry out its purpose – to teach and inform clients, to organize and simplify their lives, and to prompt them to take beneficial and appropriate actions.

Strength through working together inspired the name. Teak trees are known for their protective properties - durability, longevity, and growth in adverse conditions. Thus, the business appropriately became known as Teak Tree.

  • Strong Limbs And Sound Advisors

    Teak Tree is a happy, collaborative, and close-knit workplace “family” with diverse backgrounds. Our team includes financial planners, portfolio managers, social workers, and a CPA. Service at Teak Tree means clients deal directly with everyone. Thus, in-depth partnering provides clients with the knowledge and comfort to make sound financial and personal decisions for the betterment of their future.

  • Stephen Kaye

    Stephen Kaye, CFP®

    Partner | Financial Advisor

    Hard work, preparation, and a capacity to change have served Stephen well in his professional life. Once upon a time, Stephen paid his way through college as a full-time obituary writer (a sure way to stress accuracy) and police reporter at the Lubbock Avalanche-Journal. He earned a journalism degree from Texas Tech and spent 11 more years in the newspaper business. He left his post as city editor of the Fort Worth Star-Telegram in early 2000 and fired up new brain cells in financial services. First and foremost, though, Stephen has always been a father and husband, a loyal friend and confidant, and a news and sports junkie.

    At Teak Tree, Stephen oversees client service and is responsible for the firm’s financial planning for families. He earned his Certified Financial Planner designation in 2003. Stephen is also the resident apple critic (Honey Crisps are the unsurpassed leader!). He can be found with a glass of water and cup of coffee within reach, and he frequently shows ineptitude in the kitchen.

    Check the background of this investment professional on FINRA's BrokerCheck.

  • Adam Deem

    Adam Deem, CFP®

    Partner | Financial Advisor

    Adam is a natural entrepreneur and the brains behind the Teak Tree business model and success story. He owned and operated a coffee house in Shawnee, Okla., while playing tennis for Oklahoma Baptist University. Needless to say, his time was limited. After graduating from OBU, Adam moved to Fort Worth and earned his MBA from TCU. Nowadays, his life is even busier with a physician wife and two children who are Adam's pride and joy. He is a father, husband, tennis player, and mentor to many.

    At Teak Tree, Adam focuses his attention on domestic investment management, trading, and overall financial planning. He earned his Certified Financial Planner designation in 2003. Adam’s regimented, daily work routine includes a morning cappuccino, peanut butter crackers, and a glut of food on his lunch plate. As with Red and Stephen, he began his financial service career at Merrill Lynch before opening Teak Tree.

    Check the background of this investment professional on FINRA's BrokerCheck.

  • Tom Chancellor

    Tom Chancellor, CFP®

    Financial Advisor

    Tom is the intellectual anchor and elder of the Teak Tree clan. Finding no satisfying use for his UT-Austin degree in political science, with a focus on Middle Eastern studies, Tom opted for a career in mental health. While working on his master's degree in social work from UT-Arlington, Tom met his wife Nancy, an attorney working with children and families. During 20 years as a therapist, Tom studied solution focused techniques, which he now incorporates in financial planning for people who experience life-changing events. Tom is important enough to need a second website … check out www.tchancellor.com.

    At Teak Tree, Tom has become less obsessed about lunchtime than many of the others; instead, he has turned his attention toward fitness. Often seen wearing a bow tie, Tom demonstrates that short, bald men can have a charming presence.

    Check the background of this investment professional on FINRA's BrokerCheck.

  • Daniel J. Red Goldstein, CRPC

    Daniel J. Red Goldstein, CRPC®

    Portfolio Consultant

    Red's true color is TCU purple. He was born in Fort Worth and, notwithstanding a few years of college in Austin, has always called Fort Worth home. In his younger years, Red was a jewelry designer for Goldstein Brothers Jewelers, a family-owned business. Nowadays, Red is a father, husband, and animal lover; a teacher in his personal and professional life; and a worker bee volunteer.

    At Teak Tree, Red specializes in market research and global securities strategies. He has a thirst for knowledge on global economics, politics, and religions. Red began his career at Merrill Lynch in 1987 and remained there until the creation of Teak Tree in April 2009.

  • Ingrid Lyles

    Ingrid Lyles

    Office Manager

    When Ingrid started at Teak Tree in 2011, she was entirely surrounded by men. By day, she managed Red, Stephen, Adam, and Tom. By night, it was her husband and three sons. So Ingrid was grateful and relieved when Valerie and Mindy later joined the treehouse.

    Ingrid is quite the stable force and cool head at home and work. She serves as Teak Tree's office manager; her attention to detail, ability to organize, and follow-through are critical to taking care of clients. Ingrid’s job is to help clients “find a way” rather than accept “no.” More often than not, she does.

    Ingrid's blood runs deep maroon with a B.S. in biology and a M.S. in genetics from Aggieland. She is obsessed with her family’s outdoor adventures, her pets, and any ice cream flavor (but no nuts, please).

  • Valerie W. Kaye

    Valerie W. Kaye, LMSW-IPR

    Client Care Advocate

    Valerie is the resident caregiver. Responsible for stocking the Teak Tree kitchen with everyone’s favorites, Valerie will assume that if a food item expires 5 days from now, it has already expired. (Credit for that one-liner goes to the book Jewish as a Second Language.)

    When she’s not shopping for Teak Tree, Valerie serves as its Client Care Advocate. She is a master's level social worker, having specialized in care related to Alzheimer's disease, dementia, and other aging issues. Valerie helps clients and their families talk through difficult times and connect with appropriate resources during a transitional time of life. Valerie will often be the first to answer the phone or greet clients in the office – part of her “job description” she enjoys the most!

    Valerie is also a caregiver at home for husband Stephen and son Brian. She earned her degrees from UT-Austin. Daughter Dorie has followed in her footsteps and is a proud third-generation Longhorn.

  • Mindy Butler

    Mindy Butler

    Client Associate

    Like Ingrid, Mindy is Mom to three sons. Her compassionate style and friendly spirit were the perfect fit for Teak Tree when she joined in early 2015. Mindy’s role is to support Ingrid in important client administrative tasks. She’s also the resident CFO – Chief Fun Officer – in charge of Teak Tree client events, birthday celebrations, game nights … anything that unites!

    Mindy earned her undergraduate degree in psychology from UT-Austin, where she met her physician husband. She moved on to Trinity University to earn a master’s degree in school psychology. She worked several years in both the school system and for Catholic Charities, testing children for educational and psychological differences.

  • Jimmy Elliot

    Jimmy Elliott, CPA

    Associate Financial Advisor

    Jimmy is the first Teak Tree employee born in the 1990s. Thus, he brings topics of discussion to the office beyond the usual aching joints and nighttime hot-tea routines. In short, Jimmy has significantly lowered the average employee age.

    And, oh, almost forgot. Jimmy also provides a great deal of expertise to Teak Tree’s clients. He is a Certified Public Accountant, having worked the first two years out of college at Ernst & Young in Dallas. Jimmy works closely with Stephen, Adam, and Tom on financial planning and client-related projects.

    Jimmy is a proud Aggie. He received his bachelor’s in business administration and master’s in accounting at Texas A&M. While there, he met his wife, Kaydee, who is an elementary school teacher in the Crowley district. Together, they parent a Goldendoodle puppy with quirky habits and an unwillingness to cooperate.

Growth Through Insight

We help clients organize their financial lives. While the goal might be simple, the process to get there is not. People tend to come to us for a number of reasons, most notably their desire to get their “financial house” in order in the midst of busy lives, because of a recent transition in life, or because they are unhappy with how their investments have performed. When we do our job right, our clients can act with confidence and any financial anxiety wanes.

We promise a deep commitment to listening and providing full financial planning advice around the most critical aspects of clients' stories and needs. This collaborative work between our advisors and clients often becomes intensely personal; this is why a business relationship typically evolves into a personal one as well.

We look forward to discussing the subjects important to all of our clients:

  • Financial planning to make certain financial blind spots are identified and solutions are considered.
  • Research-driven investment strategies and our philosophy focused on the arithmetic of loss.

Our Service Promise

Teak Tree is your financial advocate. We understand that earning trust requires integrity in our dealings, discipline in our processes, and accessibility to us at all times. We don't just profess a dedication to personalized service in an attempt to win your business. We work tirelessly to deliver on that promise every day.

Teak Tree

Firmly Planted So You'll Always
Know Where To Find Us

1300 S. University Drive #407
Fort Worth, Texas 76107
817.744.8450
contact@teaktreecapital.com

Certain representatives of Teak Tree Capital Management, LLC, are also Registered Representatives offering securities through Comprehensive Asset Management and Servicing, Inc., Member FINRA/SIPC 2001 Route 46, Suite 506, Parsippany, NJ 07054 (800) 637-3211. Check the background of this firm on FINRA's BrokerCheck.