OneTeam Financial

📢 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

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:

Calculating Your Required Minimum Distribution (RMD) in 5 Easy Steps Learn how to calculate your required minimum distribution in five steps including key rules on timing, life expectancy factors, and more.

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.