About Us
Over Three Decades of Professional Guidance
A financial partner for life’s journey
Founded in 1989, Dearborn & Creggs has helped thousands of clients across the Houston area build stronger financial futures. We believe financial planning shouldn’t be overwhelming—it should be empowering. That’s why our team is dedicated to creating personalized, step-by-step financial roadmaps that reflect your goals, your values, and your life. Through our affiliation with Lincoln Investment—one of the nation’s largest and most respected independent broker-dealer firms—we offer access to a broad range of tools and strategies that support your long-term success. As fiduciaries, we’re committed to putting your best interests first, every time. From retirement investing and wealth management to tax strategies and education planning, we’ve earned a reputation for clear guidance, local experience, and unwavering support.
Our Mission
To help every client make smarter financial decisions—confidently.
Meet the People Behind the Plans
Experienced. Caring. On your side.
Our diverse team brings decades of combined experience in financial planning, investment strategy, and client support. Each advisor is dedicated to your success—and committed to helping you make confident financial decisions at every stage of life.
Stewart A. Jacobson, JD, CFP®
President, Financial Advisor
Jana K. Albus, CRC®
Financial Advisor
Mark Countryman, CFP®
Financial Advisor
Jeffery C. Farris, CFP®
Financial Advisor
Cait Little, CFP® CSLP®
Financial Advisor, Certified Student Loan Professional ®
Melissa Hoffman, CFP® AIF®
Financial Advisor
Shawn Grimm
Chief Operations Officer, Branch Administrator
Jesse Carrillo, Ed.M.
Financial Advisor
Adrian Gonzalez
Financial Advisor
Giving Back to Our Community
Proud supporters of local organizations
For over three decades, Dearborn & Creggs has provided financial planning, investment, and tax advice to individuals, businesses, and non-profit organizations in the Houston metropolitan area and beyond. We believe we have made a genuine difference in the financial lives of many people in the community, and we measure our success by the satisfaction of the people we serve.
Walk to End Alzheimer’s
Held annually in more than 600 communities nationwide, the Alzheimer’s Association Walk to End Alzheimer’s® is the world’s largest fundraiser for Alzheimer’s care, support and research. This inspiring event calls on participants of all ages and abilities to join the fight against the disease.
Arc of Ft. Bend County
The Arc of Fort Bend County ensures opportunities for people with intellectual and developmental disabilities to maximize their quality of life within our community.
Conrad Johnson Save the Music Foundation
The Conrad O. Johnson Music and Fine Arts Foundation offers students unique enrichment through workshops, master classes, seminars, group lessons, and performances through its Regional Youth Orchestra. The foundation encourages students to develop the disciplines necessary for pursuit of excellence in the arts and has donated over $80,000 in scholarship support and instruments to Houston-area students.
Cullinan Park Foundation
The Cullinan Park Conservancy is a non-profit group charged with the promotion, enhancement and protection of Joseph S. and Lucie H. Cullinan Park at Oyster Creek for the use and enjoyment of wildlife and human visitors alike. Located in Sugar Land, Cullinan Park is one of the largest nature parks in the Houston area.
Sugar Land Cultural Arts Foundation
SLCAF is a 501(c) (3) nonprofit arts organization that exists to enhance the quality of life and tourism in Sugar Land and Fort Bend County by advocating, supporting, and promoting the cultural arts through programs, initiatives and alliances.
Exchange Club of Sugar Land
THE EXCHANGE CLUB OF SUGAR LAND is America’s Premier Service Club working together to make our community a better place to live.
Exchange Club of Fort Bend
The Exchange Club of Fort Bend provides countless hours and dollars improving Fort Bend county communities each year. In fact, many of the projects within the Program of Service have a common goal of serving and benefiting our communities.
Houston Museum of Natural Science Sugar Land
The Houston Museum of Natural Science at Sugar Land offers patrons of all ages opportunities to expand their knowledge of the vast world of science through our permanent collection of over 1.5 million objects. In the Museum’s permanent venues, visitors are provided countless chances to be intrigued, educated and entertained.
Court Appointed Special Advocates Fort Bend
Our Mission:
Strengthen the child’s voice, Heal the hurt, and break the cycle of abuse and neglect for children in Fort Bend and surrounding counties.
Fort Bend Education Foundation
The Fort Bend Education Foundation provides opportunities to enrich and enhance the quality of education for all FBISD students through its grant programs.
Faris Foundation for Childhood Cancer Research
Our commitment to childhood cancer research is unique and deeply personal. Our Chief Angel Officer’s words give us clarity on the research we support. We carefully vet and fund original and transformative research in areas where there is high need and a high potential for impact – as if our child’s life depends on it.
Who We Help
Specialized guidance for real lives
Educators & School District Employees
We specialize in retirement planning for teachers, administrators, and education professionals, including 403(b) and 457(b) plans.
City, County & Public Sector Workers
From municipal 457(b) plans to long-term income strategies, we understand the unique needs of public employees.
Families & Individuals
We guide families and professionals through budgeting, investing, and building long-term wealth with confidence.
Near-Retirees & Retirees
Whether you’re planning your exit or already enjoying retirement, we’ll help you protect and grow your income.
Mission-Driven Organizations
We also serve non-profits and business owners seeking clear investment guidance and financial stability.
