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Founder

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 the Founder 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.

 
Complimentary Report
"The Social Security Decisions”
Learn important variables to consider as you create a sound retirement income strategy for the days ahead.

Financial Advisors

David Moe

Investment Advisor Representative

Meet David

Diana Jordan

Investment Advisor Representative

Meet Diana

Libbie Richardson

Investment Advisor Representative

Meet Libbie

Michael Srulowitz

Investment Advisor Representative

Meet Michael

Mike Walters

Investment Advisor Representative

Meet Mike

Michael Gaona

Investment Advisor Representative

Meet Michael

Legal & Tax

Michael de Guzman

Attorney
Life Agent

Meet Michael

Dara Ackerman

Tax, Financial & Accounting


Meet Dara

Bert Kraus

Certified Public Accountant

Meet Bert

Business Operations

Monica Wiggins

Chief Operating Officer


Meet Monica

Larra Hood

Account Manager Specialist
Client Relations

Meet Larra

KayCee Bounds

Account Manager Specialist
Client Relations

Meet KayCee

Kimberly Gogle-Duplichan

Customer Service
Client Relations Representative

Meet Kimberly

Marcy Srulowitz

Customer Service
Client Relations Representative

Meet Marcy

Amber Avis

Accountant
Life Agent

Meet Amber







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.

teamwork financial group
about our firm
Since 1988, we have developed our practice by maintaining close, trusted relationships with each of our clients and their families. Our expertise is aligning and integrating legal, tax and financial plans to create a game plan for life!
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A Trusted Advisor
It’s important to have a trusted advisor you can count on to give you the news straight and always look after your best interests.That trusted advisor is Teamwork Financial Group.
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upcoming events
We host several Retirement Planning seminars throughout the year. Register for a workshop today!
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Privacy Policy. Terms of Use. Financial Planning and Investment Advisory Services provided by Teamwork Financial Advisors, LLC. Accounting and Tax Services provided by Douglas R. Moe and Michael de Guzman. Insurance Services provided by Teamwork Financial Group. Legal Services provided by Moe & de Guzman

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

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.