Jeff’s background gives Fondren Oaks a differentiated perspective. Prior to joining Oakview Capital Management as an advisor in 2016, his career was focused on corporate finance and investor relations, while much of his personal time was focused on public equity investments, collaborating with wealth managers and training to become a financial planner. He has a significant portion of his personal net worth invested in the same manner as many of Fondren Oaks’ individual clients. Prior to joining Oakview Capital Management in 2016, Jeff worked for EnLink Midstream and its predecessor company, Crosstex Energy Services, first as a financial analyst and then as the investor relations manager. Prior to that, Jeff was a financial analyst for a venture capital-backed renewable energy developer, Catalyst Renewables. Jeff is a CERTIFIED FINANCIAL PLANNER™ and holds a MBA from the University of Texas at Austin and a BA from the University of North Carolina at Chapel Hill.
About Fondren Oaks Capital Management
Jeff Sears, CFP® | Founder & Principal
Jason Mills | Principal
Jason has over 20 years of experience in the retirement plan space. His primary area of expertise is the design, management and administration of 401(k), 403(b) and corporate profit sharing plans. Prior to joining Fondren Oaks, he spent 13 years as a principal at Retirement Horizons, a Texas-based retirement plan administration and actuarial services firm, where he served as the firm’s Defined Contribution Practice Leader and later the Direct of Business Development. Prior to that, Jason began his career in retirement plan consulting space at Hewitt Associates where he worked for seven years in the 401(k) plan services group as a business analyst and then later as a team project manager. He graduated from Texas A&M University with a Bachelor of Business Administration.