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Home » Our Firm » David Moe

David Moe

Investment Advisor Representative

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 an Investment Advisor Representative 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.

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


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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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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ADV Part 1 https://www.teamworkfinancial.com/i/ADV Part 1 - 3_17_2022.pdf
ADV Part 2 https://www.teamworkfinancial.com/i/ADV Part 2A - TWF - 3_4_2022.pdf
ADV Part 3 https://www.teamworkfinancial.com/i/ADVPart3-5_1_2020.pdf

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, & Howell.

*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.