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OneTeam Financial jobs and careers

About OneTeam Financial

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.

Founded
2019
Employees
11 to 50

Leadership

The top of OneTeam Financial's org chart, with how many people report into each leader.

DBPhoto of Dave Buckwald

Dave Buckwald

CEO & Founder

10 reports

ASPhoto of Andrew Serzan

Andrew Serzan

Managing Partner, Private Client & Executive Life Insurance

2 reports

SMPhoto of Susan Maugeri

Susan Maugeri

COO

2 reports

JCPhoto of Jeffrey Costello

Jeffrey Costello

Founding Partner, Retirement Income Planning & Employee Benefits

1 report

GDPhoto of Greg Dillon

Greg Dillon

Managing Partner, Wealth Management & Retirement Income Planning

1 report