What departments does Team Financial Strategies have?

Team Financial Strategies has employees across 3 departments including Finance, Operations, Support.

What is the largest department at Team Financial Strategies?

The largest department at Team Financial Strategies is Finance with 2 employees.

Where are Team Financial Strategies employees located globally?

Team Financial Strategies has employees across 1 continents and 1 countries including United States Of America.

How has Team Financial Strategies's team size changed over time?

Team Financial Strategies's team has grown from approximately 9 to 12 employees based on available data.

Learn more at LeadIQ.com

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.

Team Financial Strategies Global Highlights

North America
23

United States Of America
23

Team Financial Strategies's Leadership

J. H.
Chief Executive Officer
Mobile Phone
Email
J. T.
Portfolio Manager
Mobile Phone
Email
R. B.
Manager
Mobile Phone
Email
M. L.
Planning Staff
Mobile Phone
Email
J. R.
Financial Advisor
Mobile Phone
Email
J. D.
Client Service Professional
Mobile Phone
Email

Team Financial Strategies Employee Metrics

100%

50%

2026

2025

Banking
Legal
Other
Business

Contact profiles from Team Financial Strategies

Name

Title

Contact

Location

Last Update

J. H.
Chief Executive Officer
Mobile Phone
Email
Oct 16, 2024
J. T.
Portfolio Manager
Mobile Phone
Email
Oct 21, 2024
R. B.
Manager
Mobile Phone
Email
Oct 17, 2024
M. L.
Planning Staff
Mobile Phone
Email
Dec 04, 2024
J. R.
Financial Advisor
Mobile Phone
Email
Sep 18, 2026
J. D.
Client Service Professional
Mobile Phone
Email
Sep 06, 2026

Frequently Asked Questions

What is Team Financial Strategies known for?

Team Financial Strategies was founded in 2005 and operates in the Financial Services industry. You can contact Team Financial Strategies's 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?

Team Financial Strategies employees' email format typically follows the pattern of First@teamstrategiesonline.com. 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?

Team Financial Strategies has approximately 15 employees as of September 2026. These team members are located across 1 continents, including North America.

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

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

Chief Executive Officer: J. H.
Portfolio Manager: J. T.
Manager: R. B.
Planning Staff: M. L.
Financial Advisor: J. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Team Financial Strategies Employee Directory

Find Team Financial Strategies employees' phone numbers or email addresses

Name search is limited — try advanced search instead