Team Financial Strategies

Conner Ruffin is a financial advisor at Team Financial Strategies in Abilene, TX, holding a Series 65 designation with several years of experience at the firm. His prior work includes roles outside the financial industry, such as employment with Domino's Pizza and involvement with Pioneer Drive Baptist Church. Team Financial Strategies provides fee-based investment advisory and wealth planning services to individuals, households, institutional clients, retirement plans, donor-advised funds, and investment companies. The firm combines retail wealth management with formal roles in pooled vehicle management, acting as sub-adviser to a registered mutual fund and managing private pooled vehicles, using a range of investment strategies and risk profiles.

Chad Hoes is a financial advisor at Team Financial Strategies in Abilene, TX, with 20 years of industry experience. He holds a Series 65 designation and previously worked for Parkway Advisors, LP for 11 years before joining his current firm. Team Financial Strategies provides fee-based investment advisory and wealth planning services to individuals, including high-net-worth clients, as well as institutional clients, retirement plans, donor-advised funds, and investment companies. The firm combines retail wealth management with formal roles in pooled vehicle management, acting as sub-adviser to a registered mutual fund and managing private pooled vehicles.

Joby Raymond is a CFP® professional with six years of industry experience. He is currently an advisor at Team Financial Strategies in Abilene, TX, where he has worked since 2025. His prior experience includes roles at Box Financial Advisors, Castleview Partners, and Veracity Capital, among others. Team Financial Strategies provides fee-based investment advisory and wealth planning services to individuals, households, and institutional clients. The firm combines retail wealth management with formal roles in pooled vehicle management, including acting as sub-adviser to a registered mutual fund and managing private pooled vehicles.

Blake Marion is a financial advisor at Team Financial Strategies in Abilene, TX, holding a Series 65 designation with 11 years of industry experience. He has been involved with Nannen Production, LLC since 2013, managing oil and gas production activities including revenue recording and partner distributions. Team Financial Strategies provides fee-based investment advisory and wealth planning services to individuals, households, and institutional clients. The firm combines retail wealth services with pooled vehicle management, serving as sub-adviser to a registered mutual fund and managing private pooled vehicles using a range of investment approaches tailored to client risk profiles.

Joseph Team is a CFP® professional with 19 years of industry experience, currently serving at Team Financial Strategies. He has held roles at Blue Horse Financial Advisors, LLC, Save Steady, LLC, Deltamark Advisors, and TH2 Partners, LLC. In addition to his advisory work, he is president of Blue Horse Financial Advisors, overseeing operations and compliance. Team Financial Strategies provides fee-based investment advisory and wealth planning services to individuals, including high-net-worth clients, households, institutional clients, retirement plans, donor-advised funds, and investment companies. The firm combines retail wealth services with formal management of pooled vehicles, acting as sub-adviser to a registered mutual fund and managing private funds, using a range of portfolio strategies and risk assessment tools.

Kirby Hartley is a Series 65-licensed financial advisor at Team Financial Strategies with one year of industry experience. Prior to joining Team Financial Strategies, he held roles at Telemet America, Inc., Papa Johns International Inc., Domino's Pizza Inc., and several educational organizations. Team Financial Strategies provides fee-based investment advisory and wealth planning services to individuals, households, and institutional clients, combining retail wealth services with formal pooled vehicle management. The firm uses a range of investment approaches, including model allocation strategies across various risk profiles and discretionary portfolio management, and serves as sub-adviser to a registered mutual fund as well as manager of private pooled vehicles.

Isaac Towne is a CFP® professional with four years of experience in financial advising, currently with Team Financial Strategies. Before joining the firm, he worked in education and supply industries, including roles at Granbury ISD and FWISD. Team Financial Strategies provides fee-based investment advisory and wealth planning services to individuals, households, institutional clients, and retirement plans. The firm combines retail wealth management with pooled vehicle management, serving as sub-adviser to a registered mutual fund and managing private funds.

William Vine is a financial advisor at Team Financial Strategies in Abilene, TX, holding a Series 65 credential and beginning his advisory career in 2025. He has served in the United States Air Force since 2014. Outside of advisory work, he is involved as a sole proprietor with Ivywild Collective LLC and Rock City Crash Pad LLC. Team Financial Strategies provides fee-based investment advisory and wealth planning services to individuals, households, and institutional clients. The firm combines retail wealth management with formal roles in pooled vehicle management, including serving as sub-adviser to a registered mutual fund and managing private investment funds.

James Leavell is a CFP® professional with four years of industry experience, currently serving as an advisor at Team Financial Strategies since 2019. Prior to joining the firm, he worked with Abilene ISD from 2015 to 2019. Team Financial Strategies provides fee-based investment advisory and wealth planning services to individuals, households, institutional clients, and retirement plans. The firm combines retail wealth management with roles in pooled vehicle management, including sub-advisory to a registered mutual fund and management of private funds, employing a range of portfolio strategies across risk profiles.