Teamwork Financial Advisors, LLC

Russell Thamm is a financial advisor at Teamwork Financial Advisors, LLC in San Antonio, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Teamwork Financial Advisors in 2025, he worked at Rebel Financial and has experience in educational roles at Texas Tech University, Central Texas College, and Lake Travis High School. Teamwork Financial Advisors is a team-based registered investment adviser with 14 advisors managing approximately $1.01 billion for around 2,480 clients. The firm serves individuals, high-net-worth clients, and institutional accounts, employing a primarily model-based, core-and-satellite investment approach using ETFs, individual equities, and U.S. Treasuries.

Michael De Guzman is affiliated with Teamwork Financial Advisors, LLC as a Series 65-licensed advisor. He has been with Teamwork Financial Advisors since 2026 and has 14 years of experience running his own law practice, Michael de Guzman Law PLLC. Teamwork Financial Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, and institutional accounts. The firm employs a model-based, core-and-satellite investment approach utilizing ETFs, individual equities, and U.S. Treasuries, and is formally affiliated with accounting and law firms to coordinate tax and legal matters alongside investment advice.

Madison Moe is a financial advisor at Teamwork Financial Advisors, LLC in San Antonio, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Teamwork Financial Advisors, Madison worked at Texas Tech University and Clintsman Financial. Teamwork Financial Advisors serves individual and high-net-worth investors as well as retirement plans, trusts, estates, and business entities, providing ongoing asset management, written financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, integrating fundamental, technical, and cyclical analysis to manage client portfolios.

Douglas Moe is a financial advisor with Teamwork Financial Advisors, LLC in San Antonio, TX, holding Series 63, 65, and 66 licenses and 18 years of industry experience. He has worked at Teamwork Financial Advisors since 2012 and has been involved with Questar Asset Management, Questar Capital Corporation, and Moe and Lytton since 2005 or 2009. Outside of financial advising, he practices law with Moe & Lytton and is a consulting and limited partner in a company providing legal, tax, and consulting services related to industrial materials transportation. Teamwork Financial Advisors serves individual and high-net-worth investors, as well as retirement plans, trusts, estates, and business entities, offering asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, combining fundamental, technical, and cyclical analysis, and coordinates with outside advisors including affiliated legal, tax, and insurance professionals.

Jeffrey Wright is a CFP® and ChFC® with 30 years of industry experience. He is currently with Teamwork Financial Advisors, LLC, joining the firm in 2023. His prior experience includes roles at MML Strategic Distributors, Mass Mutual, and Symetra in various capacities. Outside of his financial advisory work, he holds a minority ownership in an internet marketing firm. Teamwork Financial Advisors serves individual and high-net-worth investors, as well as retirement plans, trusts, estates, and business entities, providing asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, integrating fundamental, technical, and cyclical analysis in portfolio management.

Clay Rogers is a Series 65-licensed advisor with Teamwork Financial Advisors, LLC in San Antonio, TX, with four years of industry experience. He has been with Teamwork Financial Group and Teamwork Financial Advisors since 2018. Prior to his advisory career, he worked at Extreme Escape Live Action Games for two years. Teamwork Financial Advisors is a team-based registered investment adviser managing approximately $1.01 billion for about 2,480 clients. The firm offers asset management, portfolio management, and financial planning to individuals, high-net-worth clients, and institutional accounts, employing a primarily model-based, core-and-satellite investment approach.

Austin Miller is a Series 65-licensed financial advisor with Teamwork Financial Advisors, LLC, based in San Antonio, TX. He has one year of industry experience, including prior roles at Teamwork Financial and La Cantera Resort. Teamwork Financial Advisors serves individual and high-net-worth investors as well as retirement plans, trusts, estates, and business entities, offering asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, combining fundamental, technical, and cyclical analysis to manage client portfolios.

Herbert Kraus is a financial advisor at Teamwork Financial Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Teamwork Financial Advisors since 2017. Kraus also operates Bert Kraus CPA, a separate accounting practice he has maintained since 2005. Teamwork Financial Advisors serves individual and high-net-worth investors, retirement plans, trusts, estates, and business entities, providing asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, coordinating with outside advisors and affiliated legal and accounting entities.

Diana Jordan is a financial advisor at Teamwork Financial Advisors, LLC in San Antonio, TX, with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked with Teamwork Financial Advisors since 2009. Additionally, she has been self-employed as a life and health insurance broker since 1988. Teamwork Financial Advisors serves individual and high-net-worth investors, as well as retirement plans, trusts, estates, and business entities, providing asset management, financial planning, and referrals to third-party money managers. The firm employs a strategic asset-allocation approach with a core-and-satellite structure, integrating fundamental, technical, and cyclical analysis in portfolio management.

Hany Ahmad is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Teamwork Financial Advisors, LLC. He has held prior roles at Ameriprise Financial Services, BOK Financial Securities, and Wells Fargo Advisors. Teamwork Financial Advisors is a team-based registered investment adviser managing over $1 billion for individuals, high-net-worth clients, and institutional accounts. The firm employs a model-based, core-and-satellite investment approach and is formally affiliated with accounting and law practices.

Meagan Niese is a CFP® professional with eight years of industry experience, currently serving as an advisor at Teamwork Financial Advisors, LLC. She has previously worked at The Vanguard Group and has held roles at Charles Schwab, Lee Financial Corporation, and Texas Tech University. Teamwork Financial Advisors is a team-based registered investment adviser managing approximately $1.01 billion for individuals, high-net-worth clients, and institutional accounts. The firm employs a model-based, core-and-satellite investment process, primarily utilizing ETFs, individual equities, and U.S. Treasuries, and distinguishes itself through formal affiliations with accounting and law firms.