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Jeff Morneault, CFP®, EA, CSLP


Hello, my name is Jeff Morneault and I’m here to help you approach retirement planning with confidence. Whether retirement is around the corner or decades away, there’s a lot you can do to prepare ahead and I’ll be happy to walk you through everything you have to know.

Schedule a TeleWealth virtual meeting to get started!

Areas of Focus

Retirement and Investment Planning


Tax strategies


Financial Planning


401(k) and Private Wealth Education


Student Loan Advising

Contact Information

900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746

Phone: 512-969-7485 | Fax: 888-989-9247

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Jeff Morneault is a Retirement Specialist at TCG, a HUB International company where he works as an Investment Advisor for Firstmark Credit Union in San Antonio, and also acts as a Participant Educational Specialist for 401(k) Plans. Jeff offers holistic financial planning to clients with a focus on tax efficiency. Jeff’s goal at TCG is to grow in knowledge and provide sound advice to help improve the financial lives of his clients. 

Jeff received his Master’s in Education from the University of Oregon, attended the College for Financial Planning, and received his Bachelors in English Literature from Western Washington University. Jeff is also certified as an Enrolled Agent. Before joining TCG, Jeff was a high school Math teacher and football coach for five years. Before that, Jeff taught English and Math in a court-ordered residential facility for at-risk teens. 

Jeff currently lives in Austin, Texas with his wife and their Pekinese, Kurt. In his free time, Jeff enjoys biking, camping, hiking, reading, smoking BBQ, landscaping, and watching college football. 

Jeff’s favorite finance quote comes from the Chinese proverb saying “the best time to plant a tree was twenty years ago. The second best time is now.”

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