The Story of Teamwork
Financial Group
At Teamwork Financial Group, collaboration isn’t just talk; it’s how we approach every challenge. We work together to build unity in your retirement planning and trust in our relationship.
Meet Our Team
Real people. Real teamwork.
The Story of Teamwork
Our Founder
Doug Moe
Founder | Financial Planner | CPA
Doug is passionate about helping clients create an integrated financial plan that includes tax, legal and financial strategies. Leveraging Teamwork Financial Group’s experience and support, he works to provide clients and their families with a clear roadmap for life.
Doug got his start in the financial industry in 1985 as a CPA with Ernst & Young. He believes people’s financial future is too important to leave to chance. As such, it is his and Teamwork Financial Group’s responsibility to thoroughly understand clients’ goals and dreams and guide them through the process.
Doug is a financial professional who can offer investment and insurance products and services. He graduated from the University of Texas with an accounting degree in 1985 and obtained his CPA license shortly after. He entered law school at St. Mary’s University and graduated cum laude in 1994. Since that time, he has devoted his practice to estate, tax and financial planning.
Doug is married to his high school sweetheart, Becky. They have three daughters: Meagan, Madison and Mallory.
San Antonio Office
Diana Jordan
Investment Advisor Representative
Scott Schuh
Insurance Specialist | Medicare
Clay Rogers
Insurance Specialist | Medicare
Madison Moe
Investment Advisor Representative
Austin Miller
Investment Advisor Representative
Dara Ackerman
Tax Accountant
Sheneka Landon
Tax Accountant
Certified Public Accountant
Elizabeth Nelson
Paralegal
Monica Wiggins
Chief Operating Officer
Isabelle Guillen
Customer Service | Client Relations Representative
Larra Hood
Account Manager Specialist | Client Relations
Tammy Haby
Client Relations Representative
Shelbi Spears
Client Relations | Customer Service Representative
Austin Office
Investment Advisor Representative
Russell Thamm
Investment Advisor Representative
Suzette Straps
Client Relations | Customer Service Representative
New Braunfels Office
Michael De Guzman
Investment Advisor Representative | Attorney
Houston – Memorial City Office
Investment Advisor Representative
Houston - Woodlands Office
Investment Advisor Representative
Marina Wright
Customer Service | Client Relations Representative
Take the Next Step Toward Your Retirement
Trusted support is always within reach. Contact Teamwork Financial Group to stop by for a visit as you start thinking about retirement.