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Areas of Focus
Retirement and Investment Planning
401(k) and Private Wealth Education
Student Loan Advising
900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
Phone: 512-969-7485 | Fax: 888-989-9247
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.”