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Claudia saw a need for relatable and authentic financial planning that isn't intimidating.
The need to have someone on your side who provides advice based on YOUR needs, not the needs of a company/agent's selling agenda.
And most importantly, the need to have an instant team of professionals (in finances, real estate, estate planning, insurance, and taxes) all in one place looking out for your best interest.
So ONE Team Financial Group was born, and now Claudia is fulfilling her dream of helping those who have been underserved.
CLICK HERE to read her full bio.
Brenda is a prior U.S. Marine and current military spouse. She decided to join the team because she sees this as an opportunity to help families and their future generations get closer to financial success by providing accessible, guided financial literacy that will resonate with their values.
She supports the mission by providing administrative support, client customer support, maintenance of investment accounts, and financial plan updates. Brenda is fluent in English/Spanish.
When she's not working, she spends most of her time with her Marine husband and high school-age daughter in New Orleans, LA.
Gladis is a retired US Army Master Sergeant and current military spouse. She believes it's important to educate and empower current and future generations to become financially successful and live the life they truly dream of.
Gladis joined the team because she wanted to be part of a firm that nurtures its clients and gives them access to all the resources necessary to accomplish their goals. Gladis is fluent in English/Spanish.
As an operations manager, she contacts clients to check in, schedule meetings, celebrate special occasions, and ensure questions and needs are being met.
When she's not working, she spends most of her time with her Army husband, two college-age daughters, and two children under three in San Diego, CA.
OTHER TEAM MEMBERS & PARTNERS
Julie Moran, CPA
Ethos & Midland National
REAL ESTATE ADVISOR
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