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.

In 2011, Tom Chancellor and Ingrid Lyles joined Teak Tree. In 2013, Valerie Kaye joined the team. They immediately enriched the firm's ability to carry out its purpose - to organize and simplify clients' lives.

Strength through working together inspired the name. Teak is known for its 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 workplace made up of advisors who provide smart financial planning advice and portfolio management for clients. Service at Teak Tree means you deal with the principals directly for years to come. True, in-depth partnering provides clients with knowledge necessary to make sound financial decisions for the betterment of their future.

  • Daniel J. Red Goldstein, CRPC

    Daniel J. Red Goldstein, CRPC®

    Partner | Financial Advisor

    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 enjoys all things international.

    At Teak Tree, Red specializes in market research and global securities strategies. He has a knack and passion for philanthropic planning. He can also be found loading and starting the dishwasher before locking up for the night. Red began his career at Merrill Lynch in 1987 and remained there until the creation of Teak Tree in April 2009.

  • Stephen Kaye

    Stephen Kaye, CFP®

    Partner | Financial Advisor

    Hard work, preparation, and a capacity to change and grow 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 learn the importance of accuracy) and police reporter at the Lubbock Avalanche-Journal. He earned a degree from Texas Tech University 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 the financial service world. 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 can always be found with a glass of water within reach and frequently shows his ineptitude in the kitchen. Like Red, he spent his entire financial service career at Merrill Lynch before opening Teak Tree.

    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, Oklahoma, while attending college and playing tennis for Oklahoma Baptist University. Needless to say, his time was limited. Nowadays, his life is even busier with a physician wife and two small children who are Adam's pride and joy. He is a father, husband, tennis player, and mentor to many. After graduating from OBU, Adam moved to Fort Worth and earned his MBA from TCU.

    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. At work Adam can often be found creating specialty cappuccinos for others and sipping on one himself. 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. 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.

  • Ingrid Lyles

    Ingrid Lyles

    Office Manager

    Ingrid is surrounded by men. Despite that hardship, she is quite the stable force and cool head at home and work. Ingrid is Teak Tree's office manager; her attention to detail, ability to organize, and process for follow-through are critical to taking care of clients. Running a household with a husband and three teen-aged sons gives her the patience and flexibility to deal with the four personalities at Teak Tree. Ingrid's blood runs deep maroon with degrees in biology and genetics from Aggieland. Ingrid enjoys being involved in the academics and fine arts of her children's schools.

  • Valerie W. Kaye

    Valerie W. Kaye, LMSW-IPR

    Client Care Advocate

    Ever seen the bumper sticker "Hug a Caregiver"? You could find that message on the back of Valerie's Texas-typical SUV. Valerie is a master's level social worker, having specialized in care related to Alzheimer's disease, dementia, and other aging issues. As Teak Tree's Client Care Advocate, Valerie helps clients and their families connect with appropriate caregiving resources during a transitional time of life. Valerie's service adds another aspect to the comprehensive planning work at Teak Tree.

    Valerie is also a caregiver at home, where she makes certain that husband Stephen and son Brian eat only wild salmon (farm-raised just isn't as healthy, you know). Valerie earned her degrees from UT-Austin. Daughter Dorie has followed in her footsteps and is a proud Longhorn.

Meet our Partners

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.