Together we can achieve greatness.

To better serve our clients, we have assembled some of the best people and brightest minds in the industry. More than just power in numbers, OneTeam Financial provides strength through diversity. We bring together a broad range of outstanding individual performers with different skills, experience and areas of expertise — all working together as one.

LEADERSHIP TEAM

Greg Dillon

Managing Partner

Wealth Management
and Retirement Income Planning

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Dave Buckwald

CEO & Founder

Andrew Serzan

Managing Partner

Private Client
& Executive Life Insurance

Susan Maugeri

Chief Operating Officer

Gina Ference

Managing Director

Business Development,
Marketing and Client Relationship Management

ADVISORS

Ash Ahluwalia

Head of Social Security Planning

Robert M. Black

Business Succession Planning

Stephen Bene

Wealth Management and Retirement Income Planning

Jeffrey Costello

Retirement Income Planning &
Employee Benefits

Rich Gustafson

Retirement Income Planning & Medicare

Steven L. Rich

Retirement Income Planning &
Insurance Product

Greg Shulman

Wealth Management & Retirement
Income Planning

INSURANCE SPECIALISTS

Ronald J. Costello

Head of Employee & Executive Benefits

Bob Pekarsky

Life Insurance Portfolio Review

ACCOUNT SERVICES AND
BUSINESS SUPPORT

Zena Anderson

Ashley Biondo

Barbara Clark

Ginny Cottrill

Sarah Dikiz

Lisa Kreusser

Tara McCall

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Karen Meck

Joanna Raney

Carmen Vogl

Robert Waldron

Kristin Walsh