Meet the professionals who can help you
pursue your goals


We help individuals and families pursue their ideal retirements.

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Meet The Team


The team behind Teamwork Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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Doug Moe Founder

Doug Moe is passionate about helping clients create an integrated financial plan consisting of tax, legal and financial strategies. Leveraging Teamwork Financial Group’s experience and expertise, he strives 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 while guiding 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

Financial Advisors

Jorge Cruz

Investment Advisor Representative

Diana Jordan

Investment Advisor Representative

David Moe

Investment Advisor Representative

Libbie Richardson

Investment Advisor Representative

Scott Schuh

Insurance Specialist

Clay Rogers

Investment Advisor Representative

Legal & Tax

Dara Ackerman

Tax, Financial & Accounting

Michael de Guzman

Attorney/Life Agent

Business Operations

Isabelle Guillen

Customer Service/Client Relations Representative

Larra Hood

Account Manager Specialist / Client Relations

Madison Randall

Customer Service / Client Relations Representative

Monica Wiggins

Chief Operating Officer

Madison Moe

Client Relations

Austin Office

Financial Advisor

Meagan Moe, CFP®

Investment Advisor Representative

Business Operations

Catherine Lucey-Meagher

Office Manager/Client Relations Representative

New Braunfels Office

Financial Advisors

Michael Gaona

Investment Advisor Representative

Michael Srulowitz

Vice President, Investment Adviser Representative

Mike Walters

Investment Advisor Representative

Business Operations

KayCee Bounds

Account Manager Specialist / Client Relations

Jacqui Gill

Customer Service/Client Relations Representative

Marcy Srulowitz

Customer Service / Client Relations Representative

Houston - Heights Office

Financial Advisors

Scott Perry, CFP®

Vice President, Investment Advisor Representative

Eddie Zavala, AIF®, RICP®

Vice President, Investment Advisor Representative

Business Operations

Taylor Parmigiano

Business Development Associate, Office Manager

Emily Martin Grush

Account Manager Specialist / Client Relations

Grace Barrett

Customer Service / Client Relations Representative

Houston - Spring Office

Financial Advisor

Andrew J. Huber, AIF®, RICP®

Vice President, Investment Advisor Representative

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend an event.

Or give us a call at 210.687.1333.