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Our Firm

Together we can achieve greatness

To better serve our clients, we have assembled some of the best people and brightest minds. OneTeam Financial provides strength by bringing together a broad range of strong individual performers with different skills, experience and areas of specialization                                                   — all working together as one.

Leadership Team

Greg Dillon

Greg Dillon

Managing Partner, Head Of Wealth Management and Retirement Income Planning

Andrew Serzan

Andrew Serzan

Managing Partner, Head of Private Client & Executive Life Insurance

Gina Ference

Gina Ference

Managing Director, Partnership Development


Ash Ahluwalia

Ash Ahluwalia, CFP®, MBA

Wealth Management and Social Security Planning

Stephen Bene

Stephen Bene, CFF, NSSA

Wealth Management and Retirement Income Planning

Jeffrey Costello

Jeffrey Costello, CFF®, NSSA

Wealth Management and Retirement Income Planning

Rich Gustafson

Rich Gustafson

Retirement Income Planning & Medicare

Greg Shulman

Greg Shulman, CFP®, CHFC®, CLU®, MBA

Wealth Management & Retirement Income Planning

Insurance Specialists

Account Services And Business Support

Ready to discuss strategies to help maximize
income, minimize taxes and protect your family?

Schedule a Call