Founder, CEO and lead strategist of The Financial Team, Inc., Maureen has created a client-centric firm culture and philosophy that requires all strategies, products and planning be in each client's best interest. This way of life has allowed the firm to grow and develop long-lasting relationships with both clients and strategic partners who come to TFT knowing they will receive the highest level of care. With financial planning and investment management as the core service offerings, Maureen and her team provide advanced expertise in the areas of income and estate tax planning, institutional real estate investment as well as exit planning for owners of closely-held businesses. Maureen's education includes a Master's degree from the University of San Diego and a Bachelor's degree from the University of North Carolina. In order to serve the needs of TFT's high net worth private clients, Maureen holds advanced certificates and designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), ENROLLED AGENT (EA) with the IRS and CEPA - Certified Exit Planning Advisor. While numbers are her specialty, Maureen's joy and satisfaction come from creating solutions that help others accomplish their goals and realize their dreams.

Nick lives to make a difference in this world. From being a loving father to focusing his career on caring for others and helping them succeed both personally and financially. With his parents as role models, siblings as best friends, father to three dogs and a wonderful daughter, Nick is most passionate about his family. Additionally, he loves working with a great team and impacting the lives of 200 families. He is invested in their outcomes and will work continuously to help them reach their long-term goals. With over 14 years of experience in the industry and 10 years at The Financial Team, Nick excels at serving his clients and going the extra mile to help those in need. Nick has a Bachelor of Science in Economics from the University of Wisconsin and a Certified Financial Planner® from San Diego State University.

Linda lives life to the fullest. She is a personal development geek who loves to spend quality time with her friends and family as well as being in nature, visiting new places and doing activities outside. She enjoys dancing and working with people. In her position as the Operations Specialist for the Financial Team, Linda shines when she is supporting clients and going the extra mile for them. With 19 years in the industry, her experience allows her to execute client paperwork with accuracy and serve clients at the highest standard.

Dan’s keen analytical, organizational, and computer skills make him well-suited as a CA Registered Tax Preparer, with multiple years’ experience in tax preparation. Dan is an outdoor enthusiast who loves taking road trips and hiking the national parks across the country. He enjoys family, friends, exercise, sports and DIY projects. Dan’s education includes a Bachelor of Science in Electrical Engineering and a Master of Science in Computer Engineering from the University of Southern California. He is a retired Sr. Engineering Manager with 35 years of experience in the defense industry. His love of math, science, and finance have been the foundation to his success in his second career as a Tax Manager for The Financial Team.

Joseph is an active and aspiring individual. He is fitness enthusiast who loves to run, surf and lift weights, as well as a scholar who enjoys reading, learning, and analyzing the financial markets. In his formal education, he earned his Bachelor of Science in Business Administration from California State University, San Marcos. There he found his passion for Finance and began working with The Financial Team three days after his graduation. In his current position as Paraplanner and Marketing Specialist, he works with the CFPs and team to prepare financial analysis, plans and strategies for client meetings, as well as creating and implementing marketing campaigns for webinars, social media platforms and events. He is always up for a challenge and is willing to face them head-on with his technical skills, creativity and work ethic.

Melissa appreciates her active life as a mom, yoga instructor, and multi-department manager with The Financial Team. Her background in yoga keeps her balanced with work and fun. She loves to spend time with her family and their dog, as well as practicing yoga, going to the beach, and hanging out with friends. Melissa excels in her role as the Accounting and HR manager with The Financial Team. She has worked with The Financial Team for 2-½ years and in accounting for 19 years. Numbers come naturally to her and she loves analyzing and problem-solving. She has an AA in Business from FCC and has completed accounting courses at Mira Costa College. Melissa has discipline, focus and a passion for helping people.

Jessica is a fun loving and hardworking mom who enjoys quality time with her friends and family. She loves taking her 7-year-old daughter, Rebecca, to the beach on the weekends. Jessica has discovered a passion for baking and has translated it into a small business from her home. She is currently pursuing a Bachelor of Arts in Literature and Writing Studies at California State University, San Marcos. Her goal is to finish her degree, continue her education in the pursuit of a master’s degree, become an English teacher, and work her way up into the organization’s leadership. In her current position as Administrative Assistant for The Financial Team, Jessica excels at communicating with clients, scheduling appointments, and maintaining the office. What drives Jessica is her understanding that there will never be enough hours in the day. So it is important not to waste time and make the most of it.