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About Dearborn & Creggs Investments

About Dearborn & Creggs

At Dearborn & Creggs, we know you want to be confident about your financial future. In order to do that, you need a planner who will manage your money tailored to your needs.

The problem is, there’s so much uncertainty about finances today and it can be hard to know if you’re making the right decisions, which leaves you feeling overwhelmed. We believe managing your finances shouldn’t be so complicated.

At Dearborn & Creggs, we care about your financial success. That’s why for 34 years our team of financial planners has helped thousands of people like you achieve their wealth goals with a personalized financial roadmap. We’ll guide you to the right investment strategies and identify each step you need to take to help you stay on track. We promise to take care of you.

Through our affiliation with Lincoln Investment and other strategic partners, Dearborn & Creggs is able to provide our clients with the financial services they need.

Dearborn & Creggs is proud to work with:

Team Members

President, Financial Advisor

Stewart A. Jacobson, JD, CFP®

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Stewart Jacobson was born in Chicago, Illinois and emigrated to Texas to attend the University of Texas School of Law where he earned his JD in 1984. He has been a CERTIFIED FINANCIAL PLANNER™ professional since 1988. Stewart founded Dearborn & Creggs in 1989 and serves as CEO as well as serving a diverse client base.

Stewart has been involved in leadership roles in many areas, both in business and in community service. Of note are:

Currently a Member, Board Member or Officer of

  • Sugar Land City Council
  • Sugar Land Charter Review Commission
  • Fort Bend Chamber of Commerce
  • Central Fort Bend Chamber Alliance
  • Indo American Chamber of Commerce
  • Arc of Fort Bend County

Past Chairmanships and Presidencies of

  • Fort Bend Chamber of Commerce (2015)
  • Arc of Fort Bend, serving those with intellectual and developmental disabilities (2014-18)
  • Sugar Land Exchange Club (2006-07)
  • Brazos District of the Boy Scouts of America (2000-01)
  • First Colony MUD 10 (2008-16)
  • Sugar Land PARCS Board, Vice Chairman (2015-19)
  • Fort Bend ISD Facilities Steering Committee (2018)
  • Fort Bend County Investment Advisory Board (1995-2019)
  • Chair, Fort Bend ISD Bond Oversight Committee (2014-19)
  • ESCAPE Family Resource Center, dedicated to the prevention of child abuse (2017-19)
Chief Operating Officer, Financial Advisor

Jana K. Williams, CRC®, CRES

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Many of my clients have come to me because they were in search of an advisor that would help them define their financial goals and develop a plan that gives them a clear path to reach those goals, despite life’s unexpected events.

That search for an advisor may have been ignited by a particular life event, with confusion about their next steps, such as

  • A first job
  • A career change
  • The birth of a child
  • Becoming a sole wage-earner
  • Retirement

Often that next step is a conversation about possibilities and goals.  Knowing what is possible will help to set realistic goals.  Once the goals are clearly defined, the process of creating and implementing a personalized financial plan can begin.

To me, the financial planning process is like one of my greatest passions: quilting. The success of the final product starts with a clear vision, is created by selecting the right fabrics, and is implemented by sewing the pieces together, resulting in a unique design.  Just like every quilt, every financial plan is an original.

Let’s take that first step!  Please contact me at jwilliams@dearborncreggs.com or 832-944-8935 to schedule our conversation.

**There is no assurance that a diversified portfolio will produce better returns than an undiversified portfolio, nor does diversification assure against market loss.

Financial Advisor

Mark Countryman, CFP®

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LIFETIME NEEDS ANALYSIS

Mark develops a long-term working relationship with his clients, providing financial solutions as they progress through their careers on into retirement. As you approach retirement, Mark provides retirement estimates and counseling to help you maximize your benefits and flexibility.

PERSONALIZED STRATEGIES AND SOLUTIONS DESIGNED TO HELP ACHIEVE YOUR FINANCIAL GOALS

Mark takes pride in listening to his clients and helping them achieve their individual goals. Whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several goals such as planning for college, protecting against the loss of a loved one, and insuring long-term care in later life, Mark is there to help.

OBJECTIVE INVESTMENT AND RISK MANAGEMENT ADVICE

Mark’s client-centered approach to investment counseling can help you assemble a diversified** portfolio including insurance and risk management strategies designed to help meet your unique needs. Mark and his team provide their clients with one-stop shopping:

  • Personalized Financial Planning
  • Asset Management Strategies
  • Customized Retirement Counseling
  • Investments
    • Federal and State Tax-Free Mutual Funds
    • Tax-Deferred and Tax-Sheltered Investments (fixed and variable)
  • Insurance
    • Life Insurance
    • Long-Term Care
  • Retirement Planning
    • Lump Sum Rollover Consulting
    • Roth IRA, Traditional IRA
    • SIMPLE IRA, SEP IRA, 401(k)
    • 403(b) Retirement Plans
  • Education Planning
    • 529 College Savings Plan
    • Coverdell Education Savings Account

Mark is a CERTIFIED FINANCIAL PLANNER™ certificant dedicated to helping his clients with all aspects of financial planning. Mark has spent much of his career working with individual investors providing solutions to their unique needs and implementing employee benefit programs for small businesses and not-for-profit organizations.

Mark earned a BBA in Management from the University of Oklahoma and a BS in Science and Biology from Portland State University. He holds FINRA Series 7, 63 and 65 securities registrations and is licensed in the State of Texas for life insurance, health insurance and variable annuities.

**There is no assurance that a diversified portfolio will produce better returns than an undiversified portfolio, nor does diversification assure against market loss.

Financial Advisor

Jeffery C. Farris, CFP®

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Jeff understands the important role a CERTIFIED FINANCIAL PLANNER™ certificant plays in helping individuals and families achieve their life goals. As your professional partner, he can provide:

LIFETIME NEEDS ANALYSIS

Jeff develops a long-term working relationship with his clients, providing financial solutions as they progress through their careers on into retirement. As you approach retirement, Jeff provides retirement estimates and counseling to help you maximize your benefits and flexibility.

PERSONALIZED STRATEGIES AND SOLUTIONS DESIGNED TO HELP ACHIEVE YOUR FINANCIAL GOALS

Jeff takes pride in listening to his clients and helping them achieve their individual goals. Whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several goals such as planning for college, planning for the loss of a loved one’s income, and insuring long-term care in later life, Jeff is there to help.

OBJECTIVE INVESTMENT AND RISK MANAGEMENT ADVICE

Jeff’s client-centered approach to investment counseling can help you assemble a diversified** portfolio including insurance and risk management strategies designed to help meet your unique needs. Jeff and his team provide their clients with one-stop shopping:

  • Personalized Financial Planning
  • Asset Management Strategies
  • Customized Retirement Counseling
  • Investments
    • Federal and State Tax-Free Mutual Funds
    • Tax-Deferred and Tax-Sheltered Investments (fixed and variable)
  • Insurance
    • Life Insurance
    • Long-Term Care
  • Retirement Planning
    • Lump Sum Rollover Consultations
    • Roth IRA, Traditional IRA
    • SIMPLE IRA, SEP IRA, 401(k)
    • 403(b) Retirement Plans
  • Education Planning
    • 529 College Savings Plan
    • Coverdell Education Savings Account
    • UGMA/UTMA

Jeff Farris, CFP® is a CERTIFIED FINANCIAL PLANNER™ certificant who is dedicated to helping individuals with all aspects of financial planning. Jeff began his career focusing on the needs of educators and has since broadened the scope of his business to include sole proprietors, retirees, and small businesses.

Jeff earned a BBA in Finance from Sam Houston State University, Huntsville, TX. He holds FINRA Series 6 and 63 securities registrations and has life and health insurance licenses in Texas. Jeff’s career with Dearborn & Creggs began in 1996. Prior to joining Dearborn & Creggs, he was a loan analyst for Citizens Bank of Texas, N.A. Since joining Dearborn & Creggs, he has successfully completed several educational and self-improvement seminars, including the Certified Financial Planning Certificate Program, the Dale Carnegie Training Program and the Morningstar Education Program.

Locally, Jeff has delivered numerous educational seminars on topics such as saving money for retirement, understanding your investments and issues related to teachers’ retirement, and has volunteered for the schools on Career Days and the Texas Scholars Program. Jeff is married to Elizabeth and together they have six children.

FINANCIAL PLANNING SERVICES

Financial Planning is the process of wisely managing finances to help clients achieve their dreams and goals. At the same time, financial representatives must also help clients negotiate the financial barriers that inevitably arise in every stage of life. The process includes assessing the client’s current financial situation, setting goals, and developing a personalized plan to help meet those goals. Once the plan is implemented, I will monitor its progress. As a financial professional, I can help clients make decisions to keep their plan on track and help maximize their financial resources throughout their lifetime.

**There is no assurance that a diversified portfolio will produce better returns than an undiversified portfolio, nor does diversification assure against market loss.

Financial Advisor

John C. Hudson AIF®

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HOW WE BEGIN

Making that first introduction, and then having to share personal and financial information with a stranger can be awkward. As your professional partner I strive to develop a long term working relationship that earns your trust. I take pride in knowing the services I provide matter to my clients and their families.

Although we offer a full service advisory, in my work as a Financial Advisor, one group I focus on serving is Texas educators, both Higher-Ed and k-12. My wife is a public school teacher and my Mother is retired on the Teacher Retirement System of Texas (TRS). Consequently, my heart has always lent itself to educators who are some of the most hardworking and self-sacrificing individuals I know.  It is my honor to serve you.

WHAT YOU CAN EXPECT WHEN WORKING WITH JOHN

  • A judgment-free and no pressure consulting atmosphere
  • Conversations without the complex technical jargon
  • A financial coach who will help you look at the bigger picture and match a plan personalized to your goals and desires
  • Help identifying your unrecognized financial gaps and possible blind spots
  • Answers to your questions and identifying questions you may not have known to ask

HOW TO MAKE THE MOST OF OUR FIRST TIME TOGETHER

Bring copies of any financial information so we can learn about where you are today. Things like statements, your budget if you have one, life insurance that you may already have. TRS statement, IRA statement, 401K, or 403(b)/457(b) statements will help paint a picture of your current status.

Other documentation may include paystubs, debt and loan balances with minimum payment information, and a list of any financial concerns or questions you may have.

Think about where you want to be in five to ten years, and how you might envision your retirement.

Since we take a holistic approach to educating, empowering, and liberating our clients from financial concerns, also keep in mind questions you may have about personal investments, education financing, and long term care to name a few.

Together we will use professional tools to review with the objective of helping you answer the questions: Will I have enough to retire? What will the quality of that retirement potentially look like? When will be the right time to retire?

John earned his BS at Texas A&M University and his masters at South Texas Baptist. His career includes national sales and marketing distinctions. He holds FINRA Series 66 and 7 securities registrations and has life and health insurance licenses in Texas. Volunteer efforts include many years in Scouting through BSA and various community activities.

  • Investment Adviser Representative, Capital Analysts, LLC, December 2015 – Present
  • Investment Adviser Representative, Lincoln Investment Planning, LLC, 2011 – Present
  • Registered Representative, Lincoln Investment Planning, LLC, 2011 – Present
Financial Advisor

Cait Little

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“Let’s get you feeling confident & in control of your financial future”

Cait enjoys working with motivated people to provide strategic solutions on how to best manage their money. She makes it a priority to first listen and fully understand each client’s goals and priorities. What starts with a conversation, develops into a manageable plan catered to that client’s needs. As your Financial Advisor, Cait is available to assist you with financial planning for education, retirement, insurance and investment management in order to achieve what is important to you.

Click here to schedule a time to meet.

After being born and raised in Texas Cait spent 10 years in the Northeast where she earned a BA in Sociology from Tufts University and a BFA from the School of The Museum of Fine Arts. Following her first career, as an Emmy Award Winning Producer at CBS News’ national morning show in New York, Cait transitioned to become a financial professional. Financial planning is a family affair as her mother is a CFP® professional at the firm and her grandfather was a CFP® professional in Florida. Cait and her soon-to-be husband, Sam, are proud paw-rents to their black lab mix, Hudson. In addition to her SIE designation, Cait holds the FINRA Series 7, 63 and 65 securities registrations and Life and Health Insurance licenses in Texas.

Financial Advisor

Megan N. Neely

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As your professional partner, I can provide:

LIFETIME NEEDS ANALYSIS

I develop long-term working relationships with clients, providing financial solutions as they progress through their careers into retirement. As you approach retirement, I will provide retirement estimates and counseling to help you maximize your benefits and flexibility.

PERSONALIZED STRATEGIES AND SOLUTIONS DESIGNED TO HELP ACHIEVE YOUR FINANCIAL GOALS

I take pride in listening to my clients and helping them achieve their individual goals. Whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several goals such as planning for college, protecting against the loss of a loved one, and insuring long-term care in later life, I will be there to help.

OBJECTIVE INVESTMENT AND RISK MANAGEMENT ADVICE

This client-centered approach to investment planning can help you assemble a diversified portfolio* including insurance and risk management strategies designed to help meet your unique needs.

  • Personalized Financial Planning
  • Retirement Planning
    • 403(b), 457(b) and 401(k) Plans
    • Roth IRA, Traditional IRA
    • SIMPLE IRA, SEP IRA, 401(k)
    • Lump Sum Rollover Consultations
  • Investments
    • Mutual Funds
    • Annuities (fixed and variable)
  • Customized Retirement Counseling
  • Education Planning
    • 529 College Savings Plan
    • Coverdell Education Savings Account
    • UGMA/UTMA
  • Insurance
    • Disability
    • Life
    • Long-Term Care

I can help you create a financial plan, a personalized “roadmap” that can help you solve your financial problems and achieve your short- and long-term financial goals. I will work one-on-one with you to understand your current financial situation and your financial goals. I will then design and help you implement a financial plan that is customized to your needs.

I attended Texas Lutheran University and earned a BA in Communication Studies. Prior to becoming a financial representative with Dearborn & Creggs, I taught high school English for several years. I hold FINRA Series 6, 63 and 65 securities registrations and Texas Life and Health insurance licenses.

Dearborn & Creggs has made retirement planning its specialty, focusing in particular on the needs of educators and employees of non-profit organizations. Although our knowledge is in the field of retirement planning, our experience has taught us that effective retirement planning encompasses careful life-stage planning as well. We have learned that every decision our clients make prior to retirement directly impacts the quality of that retirement. For this reason, we believe that no decision is inconsequential, and no question should remain unanswered.

**There is no assurance that a diversified portfolio will produce better returns than an undiversified portfolio, nor does diversification assure against market loss.

Financial Advisor

Melissa Hoffman, CFP® AIF®

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The people I work with envision enjoying life and retirement without financial concerns. To get there, they have set a plan in place.

You work hard for your money and life should not be this difficult to plan for. It can be confusing where to start. Understanding the well-meaning advice you hear can be a challenge. Overwhelmed, you put it off another year!

Now is the time to let your money work hard for you. As a CERTIFIED FINANCIAL PLANNER professional I work with individuals and families to help maximize their resources and reach life goals.

Let’s meet to discuss your needs and see if I am the person to best help you. The first step is to simply talk and get to know each other. CLICK HERE to schedule time. From there, if we agree, we will gather information, evaluate, and collaborate to develop a custom financial plan for you.

Schedule for a phone, video or in person meeting at no cost.

Watch this brief video to learn more about how a CFP® can help guide you.

Start today by setting up time to meet . Look forward to stepping into the next phase of your life with confidence.

Melissa earned an MBA in Global Business from The University of Houston and a BS from The Pennsylvania State University in International Business and French. In addition to her designation as a CERTIFIED FINANCIAL PLANNER™ professional – CFP® and as an Accredited Investment Fiduciary – AIF® she holds FINRA Series 6, 7, 63 and 65 securities registrations and has life and health insurance licenses in Texas. She has successfully completed several educational and community programs, including the Certified Financial Planning Certificate Program at Rice University, the Leadership Excellence for Non-Profits Program at Rice University and the Fort Bend Chamber of Commerce Leadership Program. She is currently on the Board of Directors of the Fort Bend Chamber of Commerce and in the past has served as a board member and volunteer with The City of Sugar Land, Keep Sugar Land Beautiful, Keep Texas Beautiful and Fort Bend Master Swimming among others.

Branch Administrator

Shawn Grimm

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Financial Advisor

Jesse Carrillo, Ed.M.

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Serving in Houston as a teacher has been one of my greatest honors. I became a teacher because I wanted to wake up every day knowing that my work mattered — I wanted to be an example to my students and their families while having the opportunity to both learn and teach. Although my job title is different, education remains at the forefront of how I serve. Serving as a Financial Advisor offers me the opportunity to continue to be a teacher and a counselor; I know my work matters to my clients and their families.

In my work as a Financial Advisor, one group I focus on serving is Texas educators. I, myself, am a member of the Teacher Retirement System of Texas (TRS). As an educator, I can attest to the fact that I didn’t know much about the Teacher Retirement System of Texas. And honestly, there is more I wish I would have known. Educators are some of the most hard-working, selfless individuals I know — I am honored to have the opportunity to serve you. Although this is an area of focus, my door is open to all who are ready to take control of their futures.

TEACH & LEARN

Education is key. When I served as a teacher, I wanted to prove (to myself first and foremost) that I could live a rich life on an educator’s salary. If done right, I could travel regularly, save for major purchases and plan for my future. With some discipline and commitment, it is possible; I stand ready to be your teacher and counselor in this process.

One thing I enjoyed about being the youngest in my family was that I was able to learn from my older brother’s experience! In my blog, I share personal financial stories from my upbringing as well as my adulthood. They are both personal and educational. In addition, as a former teacher, I highlight aspects of the Teacher Retirement System (TRS) of Texas that could be helpful to you in your planning.

Virtual Meetings: I get it. We all live busy lives and if you live in Houston, you are constantly thinking about how you can spend less time in your car. Let’s cut the commute out of this meeting.

Refer a Friend

I’d be honored to work with people just like you. If you know someone who could benefit from a conversation with me, I’d be happy to connect with them.

TOOLS & SERVICES

Financial Planning: Together, we will explore your full financial picture and long-term planning.

TRS Retirement Analysis Report: After a short data-gathering call, I will review your professional, personalized retirement analysis with you. It will help you answer the questions: How much will my TRS benefit be? Will my TRS pension be enough? When is the right time to retire?

Jesse is a graduate of the University of Notre Dame and earned his Master’s in Education from Harvard. In his education career, he served as a teacher, counselor and leader in schools and non-profits. His volunteer efforts focus on financial literacy and college access.