Jeff Morneault, CFP®, EA

Financial Planner

As a former high school teacher and football coach, Jeff has had lots of different situations thrown his way. His myriad life experiences have trained him in logistics, communication, and teamwork, all skills he applies to helping clients with their holistic financial needs.

Jeff is able to support his clients’ goals efficiently, effectively, and empathetically because of his passion for helping people as well as his knack for planning and problem solving. He specializes in tax advising as an Enrolled Agent.

Before joining Optas, Jeff was an advisor and education specialist as well as a retirement plan specialist for HUB International. Previously he was a personal finance teacher and football coach for the Austin Independent School District.

Jeff lives in Austin, Texas, with his wife, Christina Sauceda, and their two dogs, Kurt and Maggie. He enjoys the outdoors, college football, yard work, smoking BBQ, traveling, and reading.

Education:
MEd, Teaching & Learning, University of Oregon
BA, English Language Arts, Western Washington University

Designations:
CERTIFIED FINANCIAL PLANNER™ Professional
Enrolled Agent (EA)