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.

PRINCIPALS

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Dave Buckwald

CEO & Founder

Andrew Serzan

Andrew Serzan

Founding Partner

Head of Private Client
& Executive Life Insurance

Greg Dillon

Greg Dillon

Founding Partner

Head of Wealth Management
and Retirement Income Planning

MANAGERS

Daniel Strack

Chief Operating Officer

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Gina Ference

Managing Director

Head of Business Development,
Marketing and Client Relationship Management

ADVISORS

Bob Black

Robert M. Black

Business Succession Planning Specialist

Ronald J. Costello

Head of Employee & Executive Benefits

Stephen Bene

Retirement Income Planning,
Annuity & Investment Specialist

Rich Gustafson

Rich Gustafson

Retirement Income Planning & Medicare Specialist

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Bob Pekarsky

Life Insurance Portfolio Review Specialist

Greg Shulman

Greg Shulman

Wealth Management & Retirement
Income Planning Specialist

Jeffrey Costello

Retirement Income Planning &
Employee Benefits Specialist

Steven L. Rich

Retirement Income Planning &
Insurance Product Specialist

Ash Ahluwalia

Ash Ahluwalia

Head of Social Security Planning

OPERATIONS

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Lisa Kreusser

Director of Wealth Mgmt Operations

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Karen Meck

Director of Insurance Operations

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Sarah Dikiz

Assistant Vice President, Manger of Insurance Operations

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Laura Nelson

Director of Benefits Operations

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Barbara Clark

Operations Associate

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Carol Lobue

Operations Associate

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David Amato

Operations Associate

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Kristin Walsh

Director of Client Services

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Zena Anderson

Operations Associate

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Marianella Robledo

Operations Associate

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Carmen Vogl

Operations Associate

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Theresa Mague

Operations Associate