OneTeam Financial, LLC is a financial planning firm located in the tri-state area that provides holistic retirement planning services for baby boomers and the senior marketplace. Through a collaborative approach with a team of specialized experts, the firm works with pre-retirees and retirees to develop a plan for the future that can help maximize their wealth, minimize their taxes and expenses, create a lifetime income and protect families from avoidable financial pitfalls.

Finance

OneTeam Financial

Dave Buckwald

Rich Gustafson

Stephen Bene

Greg Shulman

Gina Ference

Andrew Serzan

Ash Ahluwalia

Jeffrey Costello

Ronald J. Costello

Steven L. Rich

Susan Maugeri

Greg Dillon

The leadership team at OneTeam Financial has a long history of experience in the financial industry. The team has worked at various companies, including American Financial Education Alliance, Beneficial Wealth, MassMutual, and Bank of America Merrill Lynch. They have also received education from prestigious schools, such as the Isenberg School of Management at UMass Amherst.

Leadership Team

CEO and Executive Team

Founding Team

Leadership Team

About

Team members

Other teams at OneTeam Financial

CEO and Executive Team

Founding Team