As Co-owner and Director of Planning, Jeff leads financial planning and analytics at CPG. He and his team assess our clients' current financial health, and develop a strategy for meeting their work and retirement lifetime goals.
Jeff has resided and worked in Sugar Land and the Greater Houston Area for more than 30 years. He
has served in both industry and managerial consulting capacities in the areas of strategic finance,
budgeting, planning, business analytics, and process improvements.
Jeff is a University of Houston alumni and holds an MBA in Finance from The University of St. Thomas.
Jeff also completed a Business Analytics certification from Harvard University.
Having a solid financial plan has always been a key focus in Jeff’s work. He believes that everyone
should be a good steward of their finances and plan for the future. This proves to be especially true for
families who have a member with special needs. With special needs in his own immediate family, Jeff
has first-hand experience with the importance of having a holistic financial plan that accounts for special
Life is less stressful when you’ve got a plan to protect your assets and most importantly, your family. At CPG, our goal is to build awareness, simplify the planning process, and help our clients navigate the
complexities around having a solid financial plan for their future.”
Financial planning is not a “one-size-fits-all” formula, but instead a fluid, highly customized, ongoing
process. A good financial plan should be flexible and allow for life’s ebbs and flows.
At CPG, we believe wholeheartedly that we are making a difference in the lives of our clients,
one client at a time!
Jeff loves to spend time with his amazing wife Allison, and their four wonderful children. Allison
and Jeff are active members at River Pointe Church and they volunteer for the Make A Wish
Foundation. Jeff believes in a balanced life and enjoys photography, hiking, scuba diving, and