OneTeam Financial

06/08/2026

📢 What Our Clients Are Saying

Check out this message from one of our honored clients. ⬇️

"Grant and Greg, just wanted to thank you again, because once wasn’t enough. Asteria, and I truly appreciate the care and thoughtfulness you both bring to your work. It means a lot to know we have people like you on our side.

As Asteria, Jason, and I start this new chapter, there are naturally moments when everything feels a bit unfamiliar and, if I’m honest, sometimes a little overwhelming. Having your experience and perspective to rely on really makes a difference and gives us confidence that we’re handling things the right way (or at least avoiding the obvious mistakes).

We chose to work with you not just for your expertise (though that certainly matters), but also for the trust and integrity you both bring to the relationship. That combination gives us a lot of peace of mind as we move forward and figure things out along the way. Thanks again for being such thoughtful guides through all of this. We’re very glad to have you both in our corner."

- Ricky S

The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. May 2026

06/03/2026

Missing an RMD deadline can mean unnecessary taxes and IRS penalties.

Our quick how-to, "Calculating Your RMD in 5 Easy Steps," breaks down exactly what to know to get yours right, including which accounts are included, your first-year deadline, and how you can avoid potential costly errors.

Read it here:

Learn how to calculate your required minimum distribution in five steps including key rules on timing, life expectancy factors, and more.

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.