baird logo
Check the background of this investment professional

Helping People With ConocoPhillips and Phillips 66
Make Appropriate Investment
and Retirement Planning Decisions Since 1998

Evans Allain Group – COP & P66

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:

  • ConocoPhillips Savings Plan (CPSP)
  • ConocoPhillips Pension Plan (CPPP)
  • Phillips 66 Savings Plan (P66SP)
  • Phillips 66 Pension Plan (P66PP)
  • VCIP
  • Restricted Share Units (RSUs)
  • Performance Share Program (PSP)
  • Key Employee Supplemental Retirement Plan (KESRP)
  • Key Employee Deferred Compensation Plan (KEDCP)
  • Targeted Variable Long Term Incentive Plan (TVLTI)

Additionally, we help clients understand the advantages of utilizing the Net Unrealized Appreciation (NUA) tax strategy upon the distribution of their respective savings plans. We also assist and guide retirees ages 55 to 59 ½ in building a financial bridge utilizing the company savings plan from which one takes distributions for living expenses prior to age 59 ½ and avoid the 10% early withdrawal tax penalty. We have always been guided by the golden rule – treat our clients the way we’d want to be treated. We are committed to tying your financial objectives and needs directly to your life goals. That simple fact is at the center of everything we do. We believe that we must understand your total financial needs in order to help you achieve your life goals. Most important, we believe that integrity and objectivity are essential to our relationship. We are committed to a relationship you can trust.


Our Advisors

Evans 1

Greg Evans

MS, MBA, CFP®, CPWA® - Senior Vice President

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.

Allain 1

Stephen “Moe” Allain

MBA, CPWA®, AAMS® - Vice President

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 Crumley


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. He also holds a Bachelor of Science degree from Texas A&M University, College Station, TX.

​Baird is not endorsed by or affiliated with ConocoPhillips or Phillips 66.

ConocoPhillips and Phillips 66 Interest Rates

Enter your email address to access this quarter's interest rate summary.


COP & P66 Retirees Engineer Financial Bridge to Retirement | Baird Retirement Management

Many of our COP and P66 pre-retiree clients want to separate service between the ages of 55 and 59 ½, but delay retirement ...

Read More

Who will change my light bulb

MIT AgeLab has identified three simple questions......

Read More