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Our Firm

Teamwork Financial Group’s mission is to provide a high caliber of service, and a unique team approach to tackling the connected legal, tax, and financial issues of our clients, adjusting to the ever-changing tax laws and legal environment and then applying those changes to meet the needs and goals of our clients throughout their lives. Our primary expertise is integrated legal, tax, and financial planning.

Doug Moe

Family:  Married to his high school sweetheart, Doug and Becky Moe have 3 girls:  Meagan, Madison, and Mallory.

Duties & Responsibilities at Teamwork:  As a founding partner and President of Teamwork Financial Group, Doug strives to work with clients to create an integrated plan consisting of tax, legal, and financial strategies with the goal of providing a roadmap for life.  Doug believes that your financial future is far too important to leave to chance.  Therefore, he views it as our, Teamwork Financial Group’s, responsibility to remain by your side throughout this whole process and thoroughly understand your goals and dreams so that we can leverage our experience and expertise to help you work towards realizing them.

Education:  Doug graduated from the University of Texas with an accounting degree in 1985 and obtained his CPA license shortly after.  In the early 1990s, he entered law school at St. Mary’s University and graduated Cum Laude in 1994.  Since that period, Doug has focused his practice in the area of estate, tax, and financial planning.

Background:  Upon graduating from the University of Texas in 1985, Doug worked as a Certified Public Accountant with Ernst & Young until the late 1980s.  At this time, Doug took a sabbatical from work and began coaching alongside his dad with the Denver Nuggets.

 

Lee Lytton

Family:  Lee and his wife Susan have two children, Andrea and Edward.

Duties & Responsibilities at Teamwork:  As the other founding partner of Teamwork Financial Group, Lee is a consultant for Teamwork Financial Group while he teaches at St. Mary’s Law School.  Lee is primarily involved in the legal aspect of our services and lends his expertise to clients who have issues, problems, and/or questions with regard to oil and gas and property rights. Lee also actively consults in advanced legacy estate preservation strategies with particular emphasis on farm and ranching interests.

Education:  Lee graduated from St. Edwards University in 1966 and from St. Mary’s Law School in 1968.

Background:  In the 1980s, Lee began his legal practice in Austin and Corpus Christi and founded an oil and gas exploration company.  In the mid-1980s, Lee joined academia and began to teach as a law professor.  Lee currently teaches property law, oil & gas law, and mortgage and real estate financing.  Lee currently sits on the board of the South Texas Property Rights Association.

 

Bert Kraus

Family: Married to his wife, Sally, for more than 30 years with three children, Amber, Beau and Dusty.

Duties & Responsibilities at Teamwork: Bert owns his own certified public accountant (CPA) practice in Laredo, Texas. His firm has provided services to the Laredo area for over 40 years. He has diverse experience providing tax, accounting and financial planning services to a wide range of clientele in various industries. He joined Teamwork in early 2013 after meeting Doug through a mutual client. His affiliation with Teamwork has allowed him to provide more comprehensive services to his clients.

Education:  Bert graduated from the University of Texas at Austin with an accounting degree in 1985. He received his CPA license in 1989 and has been practicing public accounting ever since.

Background: Bert has been involved in public accounting his entire life. His mother and mentor, Margie Kraus, was the first woman CPA in the history of Laredo, Texas. Bert started working in her CPA practice at the age of 13. After graduating from the University of Texas at Austin, he worked for Ernst & Young for more than five years performing services for many of the biggest companies in the U.S. He then returned home to work in the family CPA practice. Twenty-five years later, Bert’s firm has established itself as one of the premier firms in Laredo and South Texas, providing only the highest quality of services to numerous individual and business clients.


 

David Moe

Family:  David has been married to his wife Cristi for 18 years.  They have three children:  Barry, Lyndie, and Tommy.

Duties & Responsibilities at Teamwork:  David is a Registered Investment Advisor and joined Teamwork in 2011, to help with the rapidly expanding business and to assist Doug in all facets of sales and client services.  His expertise in client services has been instrumental in maintaining excellent service with the growing clientele.

Education: David received a degree in Finance from Texas Lutheran University in 1986.

Background:  David spent 23 years in coaching basketball in the NCAA, with stops at the University of Colorado, Texas Tech University, and the University of Kansas (he was part of the 1988 championship team).  For the last 10 years up until his arrival at Teamwork Financial Group, David was the head coach at Emporia State University in Kansas.

 

Diana Jordan

Family:  Diana married Bobby Jordan in 2002 and gained an incredible stepson, Nathan, as a result.

Duties & Responsibilities at Teamwork:  Initially approached by Doug to sell long-term care, Diana’s business with Teamwork Financial Group has evolved into a total planning practice.

Charities:  Diana is a life-member of the San Antonio Stock Show and Rodeo, San Antonio Conservation Society as a NIOSA booth chairman, a board member of the San Antonio Clubhouse, and a member of Blessed Sacrament Catholic Church.

Background:  Diana’s career in sales began at Montgomery Ward.  Realizing her opportunities were limited in the retail sector, Diana transitioned to the financial sector side of sales.  From there, Diana began her career with Prudential Life Insurance Company of America as a financial services agent.  As a broker with over 23 years in the insurance industry, Diana joined the Teamwork family in 2009 adding the legal and tax planning as part of her overall goal of estate and financial planning for her clients.

 

Michael de Guzman

Family:  Michael has brothers, a sister, and extended family in Dallas, Texas.

Duties & Responsibilities at Teamwork:  Michael is Teamwork Financial Group’s newest law graduate member.  He plays an integral role in Teamwork’s triad symmetry.  Michael’s expertise in tax and law will contribute to Teamwork’s effectiveness to completely support our clients for all their financial, estate and tax needs.

Education:  Michael graduated from Southwestern University in 1993.  He also recently graduated from St. Mary’s Law School in 2012.

Background:  As an Enrolled Agent for the IRS, Michael will be using his tax and corporate business planning experience to compliment Teamwork’s estate and financial planning comprehensive approach.  Having 11 years of high volume semiconductor manufacturing under his belt, Michael contributes financial, quality and regulatory experience to Teamwork Financial Group and its clients.

 

Amber A. Avis

Family: Born and raised in Laredo, Texas, Amber has friends and family spread across the U.S. Amber is the inherited daughter of Bert and Sally Kraus and enjoys spending time with them the most.

Duties & Responsibilities at Teamwork: Amber helps coordinate and promote Teamwork inside and outside the Laredo office. Her experience in accounting and marketing help her provide a dynamic approach for meeting the needs of clients all over South Texas. She enjoys the full balance of practicing accounting, finance and legal research.

Education: Despite a family history of University of Texas graduates, Amber decided to expand her horizons to the Midwest to attend the University of Missouri. She completed her bachelor’s degree in May 2013 and is currently pursuing a Masters of Business Administration at Texas A&M International University. .

Background: Amber began working and learning accounting at the young age of 14. She always had a passion for working hard and helping people. While in college, she served in various leadership positions for her sorority and is currently a chapter advisor at St. Mary’s University. She serves as Vice President of the National Association of Professional Women in San Antonio and is a member of the Laredo Development Foundation, Laredo’s Women City Club, Laredo Chamber of Commerce and Cotulla Chamber of Commerce.

 

Larra Hood

Family: Born and raised in Texas, Larra has extended family who resides in East Texas, where she calls “home.”  She currently resides in San Antonio with her dog, Lilly.

Duties & Responsibilities at Teamwork:  Larra was hired in 2012 to assist in the administrative functions of the organization.  In addition, she coordinates our many financial seminars that we host throughout the year.

Education:  Larra attended Sam Houston State from 2000-2005 and was studying business managment.

Background:  With 15 years experience in the customer service industry, Larra continues to still work and thrive in that industry while working with Teamwork Financial Group and our expanding client base.


To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@teamworkfinancial.com or call us at (210) 687-1333 today!

By contacting us, you may be offered information regarding the purchase of investment and insurance products.

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The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of investment and insurance products in the future.