Teamwork Financial Advisors, LLC

Russell Thamm is a financial advisor at Teamwork Financial Advisors, LLC with a Series 65 designation and one year of industry experience. His prior experience includes roles at rebel Financial and academic positions at Texas Tech University and Central Texas College. Teamwork Financial Advisors serves individual and high-net-worth investors, as well as retirement plans, trusts, estates, and business entities, providing asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, combining fundamental, technical, and cyclical analysis to build and rebalance client portfolios.

Michael Srulowitz is a financial advisor at Teamwork Financial Advisors, LLC in San Antonio, TX, with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with First Command Financial Services and its affiliated entities since 2008. Teamwork Financial Advisors serves individual and high-net-worth investors, as well as retirement plans, trusts, estates, and business entities, offering asset management, written financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, integrating fundamental, technical, and cyclical analysis to build and rebalance client portfolios.

Michael Gaona is a financial advisor with Teamwork Financial Advisors, LLC in San Antonio, TX, holding Series 65 and Series 66 licenses and seven years of industry experience. He has worked at Teamwork Financial Advisors since 2019 and previously was with First Command Financial Services from 2017 to 2019. Teamwork Financial Advisors serves individual and high-net-worth investors as well as retirement plans, trusts, estates, and business entities, offering asset management, financial planning, and referrals to third-party money managers. The firm uses a strategic asset-allocation approach with a core-and-satellite structure, combining fundamental, technical, and cyclical analysis to build and rebalance client portfolios.

Madison Moe is a financial advisor at Teamwork Financial Advisors, LLC in San Antonio, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Teamwork Financial Advisors, Madison worked at Texas Tech University and Clintsman Financial. Teamwork Financial Advisors serves individual and high-net-worth investors as well as retirement plans, trusts, estates, and business entities, providing ongoing asset management, written financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, integrating fundamental, technical, and cyclical analysis to manage client portfolios.

Douglas Moe is a financial advisor with Teamwork Financial Advisors, LLC in San Antonio, TX, holding Series 63, 65, and 66 licenses and 18 years of industry experience. He has worked at Teamwork Financial Advisors since 2012 and has been involved with Questar Asset Management, Questar Capital Corporation, and Moe and Lytton since 2005 or 2009. Outside of financial advising, he practices law with Moe & Lytton and is a consulting and limited partner in a company providing legal, tax, and consulting services related to industrial materials transportation. Teamwork Financial Advisors serves individual and high-net-worth investors, as well as retirement plans, trusts, estates, and business entities, offering asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, combining fundamental, technical, and cyclical analysis, and coordinates with outside advisors including affiliated legal, tax, and insurance professionals.

Jeffrey Wright is a CFP® and ChFC® with 30 years of industry experience. He is currently with Teamwork Financial Advisors, LLC, joining the firm in 2023. His prior experience includes roles at MML Strategic Distributors, Mass Mutual, and Symetra in various capacities. Outside of his financial advisory work, he holds a minority ownership in an internet marketing firm. Teamwork Financial Advisors serves individual and high-net-worth investors, as well as retirement plans, trusts, estates, and business entities, providing asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, integrating fundamental, technical, and cyclical analysis in portfolio management.

Clay Rogers is a financial advisor at Teamwork Financial Advisors, LLC in San Antonio, TX, holding a Series 65 designation with three years of industry experience. He has been with Teamwork Financial Advisors and its affiliated entities since 2018. Prior to his advisory career, he worked at Extreme Escape Live Action Games. Teamwork Financial Advisors serves individual and high-net-worth investors, as well as retirement plans, trusts, estates, and business entities, providing asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, combining fundamental, technical, and cyclical analysis to manage client portfolios.

Austin Miller is a Series 65-licensed financial advisor with Teamwork Financial Advisors, LLC, based in San Antonio, TX. He has one year of industry experience, including prior roles at Teamwork Financial and La Cantera Resort. Teamwork Financial Advisors serves individual and high-net-worth investors as well as retirement plans, trusts, estates, and business entities, offering asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, combining fundamental, technical, and cyclical analysis to manage client portfolios.

Herbert Kraus is a financial advisor at Teamwork Financial Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Teamwork Financial Advisors since 2017. Kraus also operates Bert Kraus CPA, a separate accounting practice he has maintained since 2005. Teamwork Financial Advisors serves individual and high-net-worth investors, retirement plans, trusts, estates, and business entities, providing asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, coordinating with outside advisors and affiliated legal and accounting entities.

Diana Jordan is a financial advisor at Teamwork Financial Advisors, LLC in San Antonio, TX, with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked with Teamwork Financial Advisors since 2009. Additionally, she has been self-employed as a life and health insurance broker since 1988. Teamwork Financial Advisors serves individual and high-net-worth investors, as well as retirement plans, trusts, estates, and business entities, providing asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, integrating fundamental, technical, and cyclical analysis in portfolio management.

Hany Ahmad is a CFP® professional with 19 years of industry experience. He is currently with Teamwork Financial Advisors, LLC and has previously worked at Ameriprise Financial Services, BOK Financial Securities, Wells Fargo Advisors, and Five Star Plus Corp. Teamwork Financial Advisors serves individual and high-net-worth investors as well as retirement plans, trusts, estates, and business entities, providing asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, coordinating with outside advisors and affiliated professional services to support client needs.

Tanner Friesenhahn is a financial advisor at Teamwork Financial Advisors, LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at LPL Financial, Pontem Financial, and the Texas Comptroller of Public Accounts. Teamwork Financial Advisors serves individual and high-net-worth investors, as well as retirement plans, trusts, estates, and business entities, offering asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, coordinating with outside advisors and affiliated legal and accounting professionals.

David Moe is a Series 65-licensed advisor with 12 years of industry experience, currently with Teamwork Financial Group since 2011. He is based in San Antonio, TX. Teamwork Financial Advisors serves individual and high-net-worth investors, as well as retirement plans, trusts, estates, and business entities. The firm uses a strategic asset-allocation approach with a core-and-satellite structure, combining fundamental, technical, and cyclical analysis to manage portfolios and offers ongoing asset management alongside financial planning and referrals to third-party money managers.

Meagan Niese is a CFP® professional with seven years of industry experience, currently with Teamwork Financial Advisors, LLC. She previously worked at The Vanguard Group and has held roles at Charles Schwab and Texas Tech University. Teamwork Financial Advisors serves individual and high-net-worth investors, retirement plans, trusts, estates, and business entities, providing asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach using fundamental, technical, and cyclical analysis within a core-and-satellite structure.