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.
Dave Buckwald
CEO & Founder
10 reports
Andrew Serzan
Managing Partner, Private Client & Executive Life Insurance
2 reports
Susan Maugeri
COO
2 reports
Jeffrey Costello
Founding Partner, Retirement Income Planning & Employee Benefits
1 report
Greg Dillon
Managing Partner, Wealth Management & Retirement Income Planning
1 report
Jobs at OneTeam Financial
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