The Axex Team

Our team includes professionals that are dedicated to establishing a long term relationship with you and/or your company. Each member of our team is dedicated to putting your interests ahead of our own.

For more information about each member of our team, please click on the links below:

Axex Financial was founded for the purpose of providing holistic financial services for its clients. We believe that every client's situation is unique and that there is no "one-size-fits-all solution" for our clients. Axex Financial takes the time to get to know you, your family, your business, and your goals in order to create a comprehensive financial strategy that actively involves you. We work in concert with your CPA, estate attorney, or any other professional advisor that you have to help ensure our recommendations are the best fit for your situation. Our ability to provide comprehensive, custom-tailored advice based on you as an individual is what sets us apart from other firms.