Jeff Morneault

Jeff began his career as a Math and English teacher in a juvenile detention center for several at-risk youth. Aspiring to coach football, Jeff switched schools, where he coached and had the privilege to teach personal finance. This experience inspired Jeff to switch careers into financial planning. Jeff went on to work for two different advisory firms before starting his own practice with a focus on tax and retirement planning. Jeff is a CERTIFIED FINANCIAL PLANNER™, Retirement Income Certified Professional, and Enrolled Agent. Jeff lives in Austin, Texas, with his wife and three pups. He enjoys reading, biking, traveling, playing pickleball, smoking BBQ, and taking his dogs to the park to play. He likes to think he took his heart for teaching into financial services and finds fulfillment in helping people.