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Home » Our Firm » Michael Srulowitz

Michael Srulowitz

Vice President, Investment Advisor Representative

Family:  Michael is married to the love of his life, Marcy, and they have two beautiful children, twins Hunter and Harper.

Duties & Responsibilities at Teamwork:  Michael is passionate about making sure clients’ financial plans include tax planning. He provides clients with financial advice relative to their specific situations and leverages the CPAs working for Teamwork Financial when needed.

Education:  Michael earned his Bachelor of Business Administration in finance from Texas State University (formerly Southwest Texas State University). He also holds his Life, Accident, Health and HMO license and his Property & Casualty license, and he has passed the Series 6, 63 and 65 securities exams.

Background:  Having grown up with a love of math and an entrepreneurial spirit, Michael’s vocation as a financial coach has allowed him to combine both. A former teacher, Michael enjoys educating his clients on finances, which provides them an extra level of comfort as they go through their financial journey. Michael joined Teamwork Financial in 2019 after working 11 years with a broker dealer. He is now the lead advisor of the team in the New Braunfels office.

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

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

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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 Part 1 - 3_17_2022.pdf
ADV Part 2 Part 2A - TWF - 3_4_2022.pdf
ADV Part 3

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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.