Meet Our Team

David M. Wheat, ChFC®, AIF®

Advisor

Email: david@axiom123.com | Phone: 1-800-769-1287 Ext. 103

As the financial services industry has evolved over the past 25 years, David M. Wheat has evolved along with it. In 2005 he founded Axiom Advisors, LLC along with Brian Conway. Axiom is . . . read more.

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Brian Conway

Brian E. Conway, CFP®, CFS

Advisor

Email: brian@axiom123.com | Phone: 1-800-769-1287 Ext. 104

Brian applied his engineering and management degree from Clarkson University to build a successful career in the industrial equipment industry rising to the level of Director. In 2002, he chose to pursue a new direction. Read more.

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Lisa Cancellieri

Director of Operations

Email: lisa@axiom123.com | Phone: 1-800-769-1287 Ext. 102

Lisa has been the Director of Operations with Axiom Advisors for over 16 years.  She has extensive expertise in all aspects of Financial Planning Operations and Client Services.  Lisa has an unwavering commitment to our client’s needs.  Lisa is responsible for the overall operation of our office which includes managing staff and training representatives.  In addition, she is our compliance coordinator, event planner and a Notary Public.

Alexa Cancellieri

Administrative Assistant

Email:  alexa@axiom123.com | Phone: 1-800-769-1287 Ext. 107

Alexa joined our team in 2009 to provide clerical support.  She has grown her position to assist our Director of Operations as well as Bill Cummings with multiple tasks specializing in client services.   She also supports our Advisor Representatives with special projects.  Alexa will graduate from Southern NH University with a Bachelor’s degree in Business.

Axiom Associates

Bill Cummings

Investment Advisor Representative

Email: bill@axiom123.com | Phone: 1-800-385-9950/603-424-7100

Since 1988, Bill has been in the financial services industry helping small business owners, individuals, and couples create the financially secure retirement they dream about.  Read more.

Stuart Bronson

Investment Advisor Representative

Email: stuart@axiom123.com | Phone: 1-800-769-1287 Ext. 105

Stuart brings 20 years of experience overseeing financial matters for his clients in Northern New England. He did not come to the financial services industry by the direct route.  Read More.

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