Broker Check

Your Future.
Our Focus.

Comprehensive financial planning, wealth management, and life insurance strategies for high-net-worth individuals, families and business owners.

Speak with an Advisor

Introduction to OneTeam Financial

At OneTeam Financial, we dedicate ourselves to providing holistic financial strategies that empower individuals, families, and businesses to achieve financial confidence and long-term success. We believe no two financial journeys are the same. Guided by our client-first approach, we thoughtfully craft and personally deliver every plan to reflect what matters most to you.

With unwavering integrity, deep expertise, and a team-driven philosophy, we partner with our clients to navigate complex financial landscapes—bringing clarity, confidence, and forward momentum.

Our mission is simple: to serve as your trusted advisors, helping you grow, protect, and preserve wealth through personalized planning, a commitment to excellence, and forward-thinking innovation.

Comprehensive Planning and Wealth Management Services

Retirement planning is about more than just your investments. At OneTeam Financial, we build holistic strategies that help ensure every piece of your financial life—taxes, income, healthcare, insurance, and legacy—is working together to support your long-term goals.


Retirement Planning & Tax Strategies

Simplify your income, reduce taxes, and preserve your wealth throughout retirement.


Social Security

Years of experience have prepared us to guide you through your life transitions.


Life Insurance 

Protect your family and your financial future.


Long Term Care

Prepare for the unexpected to safeguard your retirement lifestyle.


Medicare

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Who We Serve

We specialize in helping individuals with advanced planning needs, including:

Who We Serve
Pre Retirees and Retirees

Pre Retirees and Retirees

Entrepreneurs and Business Owners

Entrepreneurs and Business Owners

Executives with Stock Options

Executives with Stock Options

The OneTeam Advantage

When it comes to managing significant wealth, experience matters. Our team has been  guiding clients through every stage of the financial journey. At OneTeam Financial, we understand that true financial well-being isn’t just about accumulating wealth, it’s about coordinating every part of your financial life to preserve and distribute that wealth effectively and tax efficiently.

With a holistic approach and a team of subject matter specialists, we help clients pursue a retirement built on comfort, clarity, and confidence.

Subject Matter Specialists

Our team consists of industry thought leaders on retirement income planning, investments, life insurance, Social Security, Medicare, and long-term care.

Holistic Planning

Our integrated planning process reveals opportunities often missed by siloed advisors. We look at the whole picture—taxes, insurance, income, legacy—to uncover wealth you could be losing unknowingly and unnecessarily.

Specialized Collaboration

We work closely with your existing team—CPAs, attorneys, and other professionals—to help ensure your financial strategies are in sync. Through our OneTeam philosophy, we deliver seamless coordination across all areas of your financial life.

Always Evolving

We prioritize ongoing education for our staff, ensuring up-to-date guidance on tax, retirement, and financial planning strategies throughout your retirement journey. We extend this commitment to educating our clients by hosting workshops and seminars with the latest information.

Get to know our Leadership Team

David Buckwald, CFP®

David Buckwald, CFP®

CEO & Founder

Andrew Serzan, CLTC®

Andrew Serzan, CLTC®

Founding Partner, Head of Private Client & Executive Life Insurance

Greg Dillon, CFP®

Greg Dillon, CFP®

Managing Partner, Head of Wealth Management and Retirement Income Planning

Joanna Raney

Joanna Raney

Director of Operations

Susan Maugeri

Susan Maugeri

Chief Operating Officer

Let us help you uncover what's missing in your retirement plan—so you can focus on what matters most: enjoying life, doing what you love, and creating lasting memories with the people who matter.

With our holistic approach, you can rest assured in retirement, knowing your finances are in order and working together to improve your wealth and overall well-being.

Speak with an Advisor

Let's Talk
Take the First Step

Thank you!
Oops!