Meet The Team

David Duston

Certified Financial Fiduciary® • Safe Money Strategist

David is passionate about helping people of all ages learn how money works. Clients benefit from his safety-first strategies to mitigate capital gains, defer or even eliminate taxes during market gains, provide lifetime income, and protect nest eggs when markets underperform or even collapse. A proud Texan-By-Choice, David and the MoneyWorks Group serve Texas, Oklahoma, and many other states. He gladly shares his knowledge to make business and personal goals a reality.

Dee Mauldin RSSA®

Retirement Strategist

With decades in business leadership and supplemental insurance, Dee brings a practical, results-driven approach to retirement planning—simplifying complex concepts and focusing on protecting savings, maximizing income, and creating lasting legacies. At MoneyWorks Group he helps clients “Reinvent Their Tomorrow.” Outside of work, he enjoys fishing, baseball, and time with his wife, Mary.

April S. Davis

Retirement Specialist

I’m April S. Davis, a relationship-first professional who believes planning for the future should feel clear, respectful, and never rushed. With more than eight years of experience in real estate and transaction coordination, I’m known for guiding clients through important decisions with strong communication, careful attention to detail, and a steady, service-focused approach.

Today, as a Retirement Specialist with Money Works Group, I help individuals and families organize the next chapter with confidence. My work is centered on listening first, explaining options in plain language, and supporting clients through a process that can otherwise feel overwhelming.

Before real estate, I worked in PR (yes—I toured with a rock band), which shaped how I show up: grounded, prepared, and people-focused. Whether we connect in Florida or virtually, my goal is the same—make the experience smooth, educational, and aligned with what matters most to you.

Licensing: Licensed in life & health insurance in Florida

Tim Cleveland

Medicare Specialist

With more than 20 years of experience in the Medicare and health insurance industry, Tim provides trusted guidance and client-focused solutions. He specializes in Medicare Advantage, Medicare Supplement (Medigap), and Part D prescription drug plans, with a strong understanding of the rules, timelines, and decisions that can impact coverage and costs.

Throughout his career, Tim has helped individuals, families, and organizations navigate complex plan options and regulatory requirements while prioritizing clarity, compliance, and cost-effective coverage. Known for his integrity, industry knowledge, and service-first approach, Tim is committed to improving access to quality healthcare coverage and empowering clients to make confident, well-informed insurance decisions.

Tiffany Thien, MBA, EA

Tax Strategy & Compliance

Tiffany has 20+ years in tax management, staff development, technical research, and client relations—including leadership roles at Big Four and middle-market firms in Dallas. She excels in individual, small-business, and state & local tax compliance— delivering clear, effective tax planning and preparation.

Josh Karasow

Certified Financial Fiduciary® • NSSA®

Since 2001, Josh has helped retirees and pre-retirees build plans focused on market-loss protection, tax reduction, guaranteed lifetime income, Social Security maximization, and fee avoidance. He’s a member of the Ed Slott Advisory Group, a Certified Financial Fiduciary®, and a National Social Security Advisor.

Heather Schreiber

Advanced Planning Consultant

Heather builds customized solutions and advanced strategies in clear, actionable terms. A passionate consumer advocate, she educates financial, legal, and tax professionals—and the consumers they serve—to navigate retirement with confidence.

Rachel Root

New Business & Contracting

Rachel processes new business applications and contracting, coordinating transfers with carriers to minimize delays and keep policies moving on time. She supports a seamless experience so clients always know where things stand.

Kathy Martin, PhD

Content & Communication Strategy

Kathy specializes in communication dynamics for the financial industry, with 25+ years in corporate training and content creation. She tailors messaging to generational and personality-driven styles to drive clarity and engagement.

Tusi Duston

Media • Audio & Video

Tusi supports audio/video editing and production for the MoneyWorks Group. A graduate of Wakeland High School in Frisco, TX and currently attending UNT - Denton and an active member of the Sigma Phi Epsilon fraternity, Tusi is also a top soccer referee in North Texas and known nationally for bringing energy, problem solving, leadership and teamwork to every opportunity.

Sebi Duston

First VP, In Charge of Mischief

Sebi is constantly learning more about “How Money Works” and aims to earn a smile from everyone he meets—bringing heart and curiosity to the MoneyWorks team.

Meet the Team