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Specialized Solutions for Texas School Leaders

TCG, a HUB International company is a proud partner of school districts, cities and other public institutions nationwide, providing valuable investment, retirement, and financial education solutions.

Our Services

  • Financial Wellness Program

  • 457(b) Retirement Plan

  • 403(b) Plan Administration

  • FICA Alternative Plan

  • Teacher/Employee Recruitment & Retention Plan 

  • Medical Consulting

  • Property & Casualty

  • Financial Planning

  • Bond Proceeds Management

Tell us a little about yourself, and a member of our team will get back to you.

Our Team

We are experts at meeting the unique needs of leaders facing a growing workforce, shrinking budgets, and stringent state standards. Everything we do is accomplished in-house by a team of professionals dedicated to providing you and your employees elite customer service. 
Sandy Stauffer

Senior VP Business Development

Retirement Plans
Steve Orta

Senior VP & Managing Director

Property & Casualty | Medical Consulting
Marques Cormier, CFP®

Senior Wealth Advisor

Financial Planning
Chris Jamail, CFP®

Chief Marketing Officer

Financial Wellness
Mason Moses

Senior VP | Executive Compensation Consultant

Compensation Analysis

Bring Retirement Plan Options to Your Employees

Our team is ready to show you how our retirement plans can help your staff get closer to achieving their financial goals.