OneTeam Financial

05/25/2026

05/22/2026

🌟 Employee Spotlight: Robert Waldron 🌟

Meet Rob, our Wealth Operations Team Lead!

Rob keeps client logistics in order behind the scenes, making sure our clients’ accounts are set up, implemented, and maintained according to plan. He recently expanded into insurance processing, adding even more range to his operational expertise.

Fun facts:

📄 Rob helped us dramatically reduce paper usage in our onboarding process, helping us go greener while creating a more efficient client experience

🏹 He is an experienced archer

📺 Outside of the office, you'll find him binging Paradise on Hulu, watching F1 racing, reading sci-fi, or spending time with family and friends.

Rob’s attention to detail, problem-solving mindset, and commitment to delivering a seamless client experience make him an essential part of our team. We're lucky to have him!

05/01/2026

Clients don’t just benefit from experience; they benefit from continuity.

Father-and-son team Greg Shulman, CFP®, and Grant Shulman, BPC, discuss what it’s like to work side by side and how that shared foundation strengthens the way clients are cared for across generations.

▶️ Watch the full conversation on YouTube → https://bit.ly/4u8xopX

04/24/2026

A strong advisory relationship often starts with a strong personal one.

In this short video, Grant Shulman, BPC, shares how learning from his father, Greg Shulman, CFP®, shaped his understanding of investing, long-term planning, and thoughtful decision-making.

🎥 Watch the full father-and-son conversation here → https://bit.ly/4u8xopX

04/15/2026

This Women’s History Month, OneTeam had the honor of organizing, presenting, and co-sponsoring an event called The Year of You: Health, Wealth & Wisdom.

It was a great way to celebrate women stepping into their power, navigating greater responsibility, and shaping their futures with confidence and intention.

We are deeply grateful to the phenomenal women who led this experience and shared their expertise on the live panel including:

Our own, Danielle D’Angiolillo, CFP, and Gina Ference
Christine Czapek, Esq
Cathy McQuade (The Zen Yogi) Tifphani White King, Celeste Campos, and Caroline Sayan

To all of the incredible women involved: thank you for allowing OneTeam the privilege of helping host such a meaningful and inspiring experience. Your voices, leadership, and impact made this truly unforgettable.

03/16/2026

🌟 Employee Spotlight: Jayden Cooper 🌟

Meet Jayden from our operations team!

Jayden helps onboard new clients and service accounts, keeping everything running smoothly behind the scenes so our advisors can focus on what they do best.

Get to know Jayden:

🏆He has a blue belt in Brazilian Jiu-Jitsu and competes in tournaments.

🎚️Taught himself music production using digital audio workstations.

📖When he's not working, he's reading philosophy or wrapping his brain around quantum physics.

📺Currently binging: Abbott Elementary

We're so lucky to have Jayden on our team!

03/09/2026

📣 LET'S TALK: Women's Wealth and Wisdom

📽️ Live Webinar | 📅 Thursday, March 12 at 8:30 AM Eastern

Our Women's History Month celebration continues! Join Danielle D'Angiolillo, CFP®, and Gina Ference as they tackle financial challenges women face differently, from protecting income during life changes to planning for longer lifespans.

Register now: ➡️ https://c2pe.info/3OpfNuc

03/02/2026

📣 LET'S TALK: Women's Health: What is Your Pelvic Floor Worth?

📽️ Live Webinar | 📅 Thursday, March 5 at 8:30 AM Eastern

In honor of Women's History Month, join Dr. Jocelyn Fitzgerald, MD, Assistant Professor at Magee-Women's Hospital, for a discussion on pelvic floor health and its real financial costs, plus the economics of women's surgical care and where health research funding goes.

Register now: ➡️ https://bit.ly/46kfuHc

02/27/2026

💥Retirement Fact: The order you withdraw from retirement accounts can significantly impact your lifetime tax bill.

Many retirees follow a sequence that can cost them. Here are three strategies we use to help our clients keep more of what they’ve built ⬇️

Read the full breakdown from our partners at Prosperity Capital Advisors: https://bit.ly/4ciRGHr

Questions about your plan, or lack of one? Schedule a time with our team: https://bit.ly/40CsViF

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

02/13/2026

Many retirees solely focus on growing their portfolio, but once you're in retirement, protecting what you've built matters just as much. Wealth can be quietly eroded by unnecessary taxes, inefficient withdrawal strategies, and uncoordinated decisions around Social Security and Medicare.

These small inefficiencies can add up significantly over a 20–30-year retirement.

Our team helps you identify potential gaps in your planning so you can make more informed decisions about your wealth.
Curious where your plan might have gaps? Let's talk.

https://bit.ly/40CsViF