Meet Our Team
David M. Wheat, ChFC®, AIF®
Email: firstname.lastname@example.org | 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.
Brian E. Conway, CFP®, CFS
Email: email@example.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.
Director of Operations
Email: firstname.lastname@example.org | Phone: 1-800-769-1287 Ext. 102
Lisa has been the Director of Operations with Axiom Advisors for over 18 years. She has extensive expertise in all aspects of Financial Planning Operations and Client Services. Read More.
Email: email@example.com | Phone: 1-800-769-1287 Ext. 107
Alexa joined our team in 2009 providing clerical support to our Director of Operations. She has grown her position to assist Brian Conway, David Wheat, Bill Cummings and Nichole Reinhardt with a variety of tasks specializing in client services. She conducts tasks including meeting preparation, processing confidential information, producing reports, and managing the software and tools for Brian Conway. Read More.
Email: firstname.lastname@example.org | Phone: 1-800-769-1287 Ext. 101
Trisha joined Axiom Advisors in December 2016 as an Administrative Assistant to both Brian Conway and David Wheat. She is one of the first people you will get to know when working with our team. Read More.
Stuart Bronson, AIF®
Investment Advisor Representative
Email: email@example.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.