Team Financial Strategies

Conner Ruffin is a financial advisor at Team Financial Strategies in Abilene, TX, holding a Series 65 designation with one year of industry experience. His work history includes roles at Team Financial Strategies since 2024 and prior experience at Pioneer Drive Baptist Church and Domino's Pizza. Team Financial Strategies is a fee-only registered investment adviser managing approximately $262 million in assets and serves individuals, high-net-worth households, and institutional clients. The firm offers financial planning, portfolio management, donor-advised funds, and sub-advisory services to a registered mutual fund and a private pooled vehicle, using model strategies tailored to client risk profiles.

Chad Hoes is a financial advisor at Team Financial Strategies with 20 years of industry experience. He holds a Series 65 designation and previously worked at Parkway Advisors, LP for 11 years. Team Financial Strategies is a fee-only registered investment adviser managing approximately $262 million in client assets. The firm serves individuals, high-net-worth households, and institutional clients through financial planning, portfolio management, donor-advised funds, mutual fund sub-advisory, and private pooled vehicle management.

Joby Raymond is a CFP® professional with seven years of industry experience. He currently works at Team Financial Strategies and has previously been affiliated with several firms, including Box Financial Advisors, Castleview Partners, and Veracity Capital. Team Financial Strategies is a fee-only registered investment adviser managing approximately $262 million in client assets, serving individuals, high-net-worth households, and institutional clients. The firm offers financial planning, separate-account portfolio management, mutual fund sub-advisory services, and manages donor-advised funds and a private pooled vehicle, implementing model allocation strategies tailored to various risk profiles.

Blake Marion is a Series 65-licensed financial advisor with Team Financial Strategies in Abilene, TX, bringing 12 years of industry experience. He has been involved with Nannen Production, LLC, an oil and gas production business, where he serves as manager and agent. Team Financial Strategies is a fee-only registered investment adviser managing approximately $262 million in client assets. The firm serves individuals, high-net-worth households, and institutional clients, offering financial planning, portfolio management, mutual fund sub-advisory, and private pooled fund management with a range of risk-profile-based strategies.

Joseph Team is a CFP® professional with 19 years of experience in financial advising. He has been with Team Financial Strategies since 2005 and holds leadership roles, including president and chief compliance officer at Blue Horse Financial Advisors, LLC. Outside of his advisory work, he is involved in real estate investment through his role as member, manager, and treasurer of N2 Development. Team Financial Strategies is a fee-only registered investment adviser managing approximately $262 million in client assets, serving individuals, high-net-worth households, and institutional clients. The firm offers financial planning, separate-account portfolio management, and manages donor-advised funds, a registered mutual fund, and a private pooled vehicle, using model allocation strategies and risk assessment tools to tailor client portfolios.

Kirby Hartley is a Series 65–licensed advisor at Team Financial Strategies with one year of industry experience. His work history includes roles at Telemet America, Inc., Papa Johns International Inc., Domino's Pizza Inc., and several educational organizations. Team Financial Strategies is a fee-only registered investment adviser managing approximately $262 million in client assets. The firm serves individuals, high-net-worth households, and institutional clients with financial planning, separate-account portfolio management, and specialized services including mutual fund sub-advisory and private pooled vehicle management.

Isaac Towne is a CFP® professional with one year of experience in financial advising, currently with Team Financial Strategies in Abilene, TX. Prior to joining the firm, he worked in various roles including education and supply industries. Team Financial Strategies is a fee-only registered investment adviser managing approximately $262 million in client assets. The firm serves individuals, high-net-worth households, and institutional clients, offering financial planning, portfolio management, and specialized services such as mutual fund sub-advisory and private fund management.

William Vine is a financial advisor at Team Financial Strategies in Abilene, TX, holding a Series 65 credential with one year of industry experience. Prior to joining the firm in 2025, he has served in the United States Air Force since 2014. Outside of his advisory role, he is the sole proprietor of Ivywild Collective LLC and Rock City Crash Pad LLC. Team Financial Strategies is a fee-only registered investment adviser managing approximately $262 million in client assets. The firm serves individuals, high-net-worth households, and institutional clients with financial planning, portfolio management, and specialized services including mutual fund sub-advisory and private fund management.

James Leavell is a CFP® professional with five years of industry experience. He has been with Team Financial Strategies in Abilene, TX since 2019 and previously worked at Abilene ISD from 2015 to 2019. Team Financial Strategies is a fee-only registered investment adviser managing approximately $262 million in client assets. The firm serves individuals, high-net-worth households, and institutional clients, offering financial planning, portfolio management, and institutional consulting services.