Shannon J. Pike, CFP® Vice President

He has been in the financial services industry since 1991 beginning his career as a bank officer and transitioning to financial planning in 1998.  Prior to joining Tanglewood Legacy Advisors, Shannon held roles as vice president, founder & principal and senior advisor for Houston wealth management firms and was a regional financial planning advisor for JP Morgan private client services.  

Shannon currently serves as the National President on the Board of Directors of the Financial Planning Association® (FPA®).  He previously served on several FPA national task forces, chaired the Chapter Leadership Advisory Council in 2011 and served on the FPA of Houston Board of Directors for six years including two terms as President and Chairman.  He is also a member of the Houston Estate & Financial Forum.  

“Plans are nothing; planning is everything.” – Dwight D. Eisenhower, on the eve of the D-Day invasion at Normandy, June 6, 1944