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Planning is everything

Let’s collaborate and design a comprehensive financial plan tailored to meet your specific and individualized retirement goals.  

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Our Services

Financial Planning


A roadmap to a successful future.

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Insurance & Risk Management


Invest in your family.

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Asset Management


Preserve what you worked hard to earn.

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Wealth Management


Simplify sophisticated strategies.

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Strategic Partnerships


The expertise of many, the synergy of one.

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Why OneTeam

At OneTeam Financial, we work to help you find money you may be losing unknowingly or unnecessarily and bring those savings back into your family’s life.

We are a true, dedicated team of specialists working together to serve our clients throughout retirement so they can pursue financial independence to help live their best life.

We have an industry-leading team of specialists.

We have an industry-leading team of specialists.

Together, our team possesses more than 150 years of experience managing client wealth in a wide variety of market environments. Our team of professionals consists of leading specialists in Social Security, Medicare, retirement income planning, long-term care and life insurance. We have an alliance with one of the top IRA professionals in the country, Ed Slott. We also have CPAs, trust and estate attorneys and property and casualty specialists available as strategic partners to help serve your comprehensive financial needs.

We care for a client’s entire financial picture so all the pieces work together.

We care for a client’s entire financial picture so all the pieces work together.

Are all of your financial strategies working together cohesively toward your goals? When advice is received in a silo, there’s a serious risk that important factors are left unaddressed. Looking at your financial situation comprehensively allows us to identify issues and explore opportunities that are not always apparent when viewed on a piece-by-piece basis. Holistic planning may make all the difference for your bottom line in retirement.

We have access to innovative products and exclusive resources.

We have access to innovative products and exclusive resources.

OneTeam Financial is a member of M Financial Group, one of the most prestigious distribution systems and life producer groups in the country. M Financial offers access to life insurance products with preferred pricing and brings us access to specialists, resources and an exclusive community of member firms to expand our services.

We work collaboratively with others.

We work collaboratively with others.

Many of our clients have relationships with trusted CPAs, attorneys and other outside advisors. We respect the value of these longstanding relationships, and we are happy to work together with these professionals to help ensure that financial strategies take into account your entire financial situation.

We are continually updating our skills through advanced training.

We are continually updating our skills through advanced training.

We place tremendous value, time and resources in our staff’s continuing education. This helps us provide clients with accurate and up-to-date guidance necessary to employ the tax, retirement and overall financial planning strategies that help serve a client's financial needs throughout retirement. We also emphasize financial educational opportunities for our clients by hosting regular workshops, seminars and client appreciation events.

Market News + Important Information

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

Retirement Income

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Social Security

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Wealth Transfer
and Life Insurance

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Meet Our Team

Andrew Serzan

Andrew Serzan

Managing Partner, Head of Private Client & Executive Life Insurance

Ash Ahluwalia

Ash Ahluwalia, CFP®, MBA

Wealth Management and Social Security Planning

David Buckwald

Dave Buckwald

CEO & Founder

Doris DeMartinis

Doris DeMartinis

Client Experience Specialist

Gina Ference

Gina Ference

Managing Director, Partnership Development

Ginny Cottrill

Ginny Cottrill

Client Experience Specialist

Grant Shulman

Grant Shulman

Client Experience Specialist

Greg Dillon

Greg Dillon

Managing Partner, Head Of Wealth Management and Retirement Income Planning

Greg Shulman

Greg Shulman, CFP®, CHFC®, CLU®, MBA

Wealth Management & Retirement Income Planning

Jeffrey Costello

Jeffrey Costello, CFF®, NSSA

Wealth Management and Retirement Income Planning

Jennifer Buckwald

Jennifer Buckwald

Client Experience Specialist

Joanna Raney

Joanna Raney

Director of Operations

Justin Matullo

Justin Matullo

Client Experience Specialist

Karen Meck

Karen Meck

Client Experience Specialist

Kristin Walsh

Kristin Walsh

Client Experience Specialist

Lisa Kreusser

Lisa Kreusser

Client Experience Specialist

Rich Gustafson

Rich Gustafson

Retirement Income Planning & Medicare

Robert Black

Robert M. Black, CLU®, CHFC®, AEP®

Business Succession Planning

Robert Waldron

Robert Waldron

Client Experience Specialist

Ronald Costello

Ronald J. Costello

Financial Professional

Sarah Dikiz

Sarah Dikiz

Client Experience Specialist

Stephen Bene

Stephen Bene, CFF, NSSA

Wealth Management and Retirement Income Planning

Susan Maugeri

Susan Maugeri

Chief Operating Officer

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