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John K. Siegel, CFP

John K. Siegel, CFP®

Vice President

John Siegel facilitates wealth planning techniques and overall financial coordination for clients of Tanglewood Legacy Advisors, LLC. Previously, John worked in the probate and estate planning arena, and supervised trust and estate matters for a Harris County Probate Court. John has also worked as a fund raising professional in healthcare. John is a graduate of Macalester College in St. Paul, MN. He successfully completed the Certified Financial Planner™ education program at Rice University, and a full curriculum of paralegal studies.

John serves on the Board of the Planned Giving Council of Houston as its Treasurer and previously served as Treasurer for the St. Stephen’s Episcopal School of Houston. John currently serves on the Board of the St. Stephen’s Endowment Fund. He also is an active member of the Financial Planning Association of Houston, for which the Chapter has recognized him for distinguished service.

 

"My vision was to build a firm with the kind of concierge service that I myself would expect as a client."

- Andrew T. Gardener


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