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Team Financial Strategies Employee Directory

Financial ServicesTexas, United States11-50 Employees

Team Financial Strategies is a small to mid-sized financial services firm that operates as a fee-only Registered Investment Advisor. It offers financial planning and investment management from offices in Abilene and Granbury, Texas, with additional coverage in the Dallas-Fort Worth area. The firm emphasizes reducing clients' financial stress and enhancing quality of life through its planning experience and disciplined investment approach, acting on clients' behalf and aligning its interests with theirs.

Its client base includes individuals seeking integrated financial guidance and ongoing investment oversight. The firm is based in Abilene with additional locations in Granbury and coverage extending to the DFW region, reflecting a regional footprint in the financial services market.

Find Team Financial Strategies employees' phone numbers or email addresses

Team Financial Strategies Global Highlights

Location
Employees

North America
23

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  • United States Of America
    23

Team Financial Strategies's Leadership

  • Stylized image of a person
    J. H.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. T.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. J.
    Reporting Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. T.
    Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. B.
    Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. H.
    Financial Adviser
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. R.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    I. T.
    Certified Financial Planner
    Phone icon
    Mobile Phone

Team Financial Strategies Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Team Financial Strategies

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. M.
    Investment Consultant
    Phone icon
    Mobile Phone
    United StatesTexas
    Aug 04, 2025
  • Stylized image of a person
    L. D. W.
    ~
    Phone icon
    Mobile Phone
    United StatesTexas
    Feb 22, 2024
  • Stylized image of a person
    M. L.
    Planning Staff
    Phone icon
    Mobile Phone
    Dec 04, 2024
  • Stylized image of a person
    R. Y.
    Compliance Administrator
    Phone icon
    Mobile Phone
    United StatesTexas
    Sep 12, 2024
  • Stylized image of a person
    S. H.
    Aams Financial Advisor
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023

Frequently Asked Questions

What is Team Financial Strategies known for?

Minus sign iconPlus sign iconTeam Financial Strategies was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 1174 North 3rd Street Abilene, Texas 79601 United States; you can contact the main corporate office by phone at
+1-972-221-****
. Explore Team Financial Strategies's company overview page for more information.

What is Team Financial Strategies's most common email format?

Minus sign iconPlus sign iconTeam Financial Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Team Financial Strategies email formats with LeadIQ.

How many employees does Team Financial Strategies have currently?

Minus sign iconPlus sign iconTeam Financial Strategies has approximately 13 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Team Financial Strategies's key employees and leadership?

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As of May 2026, Team Financial Strategies's key employees include:

  • Chief Executive Officer: J. H.
  • President: J. T.
  • Reporting Manager: D. J.
  • Portfolio Manager: J. T.
  • Manager: R. B.

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