Brian E. Conway, CFP®, CFS
“Does your life have balance between family, spiritual, finances, society, body and mind?” This question was asked early in Brian’s career and the glaring answer was no. It began a chain of events that led to the decision to leave the manufacturing sector in 2003 and join David Wheat in financial services.
In 2005, he joined David Wheat to launch Axiom Advisors, LLC an Independent Investment Advisory Firm. They chose to work with Cambridge Investment Research, Inc., a leading provider of financial services to the independent advisor community. The vision was to create an environment to better address the needs of a growing client base with a focus on personal attention and technological efficiency. Brian has been instrumental in helping Axiom double in size and retain clients in 18 states.
He is currently active in local charity events and is a member on various councils at Cambridge. A group that he hopes to get back to soon is Toastmasters International where he has served as President along with other officer roles while enjoying the mentoring of other members to become more proficient in public speaking.
Brian and his wife Sondra have been married for 23 years. He enjoys spending time with family and friends as well as hiking, skiing, the occasional dog agility competition, round of golf, and sailing race. He is always looking for more hobbies!
Certified Financial Planner
Certified Financial Planner (CFP®) credentials are administered by the Certified Financial Planner Board of Standards, Inc.
CFP® professional must take extensive exams in the areas of financial planning, taxes, insurance, estate planning and retirement. Attaining the CFP® designation takes experience and a substantial amount of work. CFP® professionals must also complete continuing education programs each year to maintain their certification status.
Source: Certified Financial Planner (CFP) Definition | Investopedia
Certified Fund Specialist
A certification indicating an individual’s expertise in mutual funds and the mutual fund industry. These individuals advise clients on which mutual funds best suit their particular needs. The CFS designation does not license individuals to buy or sell mutual funds; however, in many cases Certified Fund Specialists do have this license, which enables them to buy and sell the funds for their clients.
Retirement Management Analyst
The RMA® designation, created by the Retirement Income Industry Association (RIIA®), is a rigorous educational and ethics training that focuses on building custom retirement income plans to mitigate risks and to master the retirement planning advisory process. You can expect RMA® advisors to explain the process, the strategies and the options more effectively to clients who are preparing for and living in retirement.
Clarkson University, Bachelors of Science
Brian received a Bachelors of Science degree in Engineering and Management.