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.
Qualified Retirement Plan Consultant
Email: firstname.lastname@example.org | Phone: 1-800-769-1287 Ext. 778
Holly Knight joined Axiom Advisors in April of 2017 as the Qualified Retirement Plan Consultant. At Axiom, Holly oversees the process designed to support our client’s needs. She guides the plan trustees as they oversee the design and maintenance of their company’s retirement plan. This includes education meetings for the employees, quarterly monitoring reports, benchmarking and oversight of the trustee’s fiduciary obligations. Read More.
Director of Operations
Email: email@example.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.
Email: firstname.lastname@example.org | 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.
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.