What departments does Team Financial Strategies have?

Team Financial Strategies has employees across 3 departments including Entrepreneurship, Program & Project Management, Banking.

What is the largest department at Team Financial Strategies?

The largest department at Team Financial Strategies is Entrepreneurship with 1 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.

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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.

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
J. R.
Financial Advisor
Mobile Phone
Email
J. D.
Client Service Professional
Mobile Phone
Email
M. L.
Planning Staff
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
J. R.
Financial Advisor
Mobile Phone
Email
Jun 08, 2026
J. D.
Client Service Professional
Mobile Phone
Email
Aug 03, 2026
M. L.
Planning Staff
Mobile Phone
Email
Dec 04, 2024

Frequently Asked Questions

What is Team Financial Strategies known for?

Team Financial Strategies was founded in 2005 operates in the Financial Services industry; 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?

Team 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?

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

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

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

Chief Executive Officer: J. H.
Portfolio Manager: J. T.
Manager: R. B.
Financial Advisor: J. R.
Client Service Professional: J. D.

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Team Financial Strategies Employee Directory

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