Specialists in ConocoPhillips and Phillips 66 Benefit Plans
Since 1998, financial advisors Greg Evans (MS, MBA, CFP®, CPWA®) and Stephen “Moe” Allain (MBA, CPWA®, AAMS®) have helped people with ConocoPhillips and Phillips 66 make appropriate investment and retirement planning decisions. Their depth of knowledge helps them to understand the problems and challenges that ConocoPhillips and Phillips 66 employees face as they plan their financial future.
We help employees and retirees make decisions in regard to the following and more:
Greg is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Private Wealth Advisor, and Chartered Retirement Planning Counselor℠. Greg received his Master of Science degree in Financial Planning with a concentration in Retirement Planning from the College for Financial Planning, Denver, CO. He earned his MBA from the University of St. Thomas, Houston, TX with a concentration in Finance. He also holds an undergraduate business degree from Indiana University, Bloomington, IN. Greg has published articles on issues related to investing, retirement and estate planning. Greg began his career in the financial services industry in 1991.
Moe is a Certified Private Wealth Advisor® and an Accredited Asset Management Specialist℠ professional. Moe earned his MBA from Louisiana State University with a concentration in Finance. He also holds a Bachelor of Science degree from the University of Southwestern Louisiana. Both Greg and Moe have been named FIVE-STAR WEALTH MANAGERS in the state of Texas for multiple years.
Jerred is a CERTIFIED FINANCIAL PLANNER™ professional. Jerred received his Master of Science degree in Financial Planning from the College for Financial Planning, Denver, CO and also received his CPWA® designation in 2018. He also holds a Bachelor of Science degree from Texas A&M University, College Station, TX.
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