Who We Are

Team Financial Strategies is a Fee-Only Financial Planning firm with locations in Abilene, TX and Granbury, TX. We are an independent firm that believes in planning around a client's values, and therefore are only compensated by our clients.

We believe that investment management and financial planning need to coordinate with each other.  Therefore, our analysis and advice for clients comes from a comprehensive viewpoint.  Our advisors are either Certified Financial Planners or in the process of achieving that designation.  They also have experience and specialties in various areas of the financial plan.

Mission Statement

The mission of Team Financial Strategies is to seek out every opportunity to maximize the potential of our client's current and future assets, and provide the highest level of service in all areas of financial planning.

Our Associates

Jody Team, CFP®- Owner/CEO/Senior Planner
jteam@teamstrategiesonline.com

 
 

Because of his passion to serve clients based on their individual values, to provide investment strategies tailored to the individual, and his desire to assist those who are seeking to build wealth, Jody started Team Financial Strategies in April 2005. Prior to starting Team Financial Strategies, Jody worked with middle to high net worth clients at Briaud Financial Planning in Bryan, TX. During his time at Briaud, Jody earned the CERTIFIED FINANCIAL PLANNER™ designation after passing the CFP® Board exam and meeting all education, ethics, and experience requirements. This background provides a solid foundation to serve clients with various needs.

Jody is a member of multiple associations including the Financial Planning Association, NAPFA, and Kingdom Advisors. These associations offer great opportunities for continuing education and help introduce new planning techniques and opportunities for clients. Jody is continuously working to stay on the leading edge of changes in law, economy, investment markets and trends in order to help clients.

Jody has many years of experience in the various areas of financial planning including: Estate, Investments, Insurance, Taxes and Retirement. He has written and been cited in various financial planning articles. He also has performed numerous presentations on financial and estate planning topics.

Jody, his wife Rachel, and their daughters Emma and Audrey live in Abilene, TX where they are very active in their church and local community. Rachel is a Professsor of Psychology at Abilene Christian University.

Heath Hamrick, AAMS® - Financial Advisor
heath@teamstrategiesonline.com 

 

Heath joined Team Financial Strategies in April of 2010, launching the new branch in Granbury, TX. Having served in the financial services industry for twelve years, he provides much experience and diversity. Before joining the team, his previous experience comes from employers such as Edward Jones and Northwestern Mutual. Heath's main focus has been on helping clients build and protect their wealth.

Heath grew up in Mesquite, TX and graduated from Abilene Christian University in 1998 with a Bachelors Degree in Finance. He has attained the designation of an Accredited Asset Management Specialist, in addition to holding his Series 7 and Series 66 licenses, and is registered as an Investment Advisor Representative in Texas.

Heath resides with his wife Jami and two children, Ava and Tripp, in Granbury, TX.



Scott Haynes, AAMS® - Financial Advisor
scott@teamstrategiesonline.com 

 

Scott joined Team Financial Strategies in May of 2010 after serving clients diligently at Edward Jones for more than eight years. Scott is passionate about aligning his clients’ core values and goals with their wealth by providing clarity in their financial world.

Scott grew up in Brownwood, Texas and graduated Magna Cum Laude from Abilene Christian University in 2001 with a Bachelor's Degree in Business Management. He has attained the designation of an Accredited Asset Management Specialist, in addition to holding his Series 7 and 66 securities licenses, and is registered as an Investment Advisor Representative in Texas.

Scott, his wife Carissa, and their two children Brenna and Drew live in Granbury, Texas. They are active members of the Granbury Church of Christ where Scott serves as Chairman of the Finance Committee. Carissa is a Doctor of Pharmacy currently serving patients at Pecan Discount Drug.


The Beginning

Team Financial Strategies was founded in April of 2005 by current owner Jody Team. After spending a few years in the industry and gaining experience at a Fee-Only firm in Central Texas, Jody new it was time to transform his dream into reality. His vision, which was developed by careful thought and previous experience, included:

  • Assisting clients in creating individualized, comprehensive financial plans
  • Helping people plan according to their values
  • Focusing on generating returns necessary to meet their objectives through a thoughtful, risk conscious portfolio strategy.
  • Developing an investment portfolio that is tailored to meet their objectives.

After running the business from Lewisville, TX (suburb of Dallas/Fort Worth), Team Financial Strategies relocated  to Abilene, TX in the fall of 2010.

Expansion

 In April 2010, Team Financial Strategies added a second office in Granbury, TX.  Heath Hamrick and Scott Haynes were brought on board to manage this office and grow the capabilities of Team Financial Strategies.  Both have brought an incredible amount of knowledge and experience to the firm to better serve clients.  Though planners are in a couple of offices in Abilene and Granbury, a TEAM approach is utilized to address client issues and opportunities.