Our Team

Paul Axberg Bio

Paul Axberg CPA, CFP© CIMA

Paul Axberg is the founder of Axberg Wealth Management. With nearly three decades of experience in investment management, he has dedicated his career to serving clients with integrity, expertise, and a deep commitment to their financial well-being. As a Certified Public Accountant (CPA), Certified Financial Planner (CFP), and Certified Investment Management Analyst (CIMA) earned through the University of Chicago Booth School of Business, his approach integrates comprehensive financial planning and investment strategies tailored to meet the unique needs of those planning for or enjoying work-optional lifestyles. At the core of our service is the Foundation Formula, a process Paul has refined over the years to offer holistic financial planning. This encompasses a wide array of services, spanning from safeguarding assets and strategic tax planning to managing cash flow and wealth management. Outside the office, my life is enriched by my family—my wife, an emergency room doctor, our four wonderful children, and our trusty yellow Lab. Certified Public Accountant • Certified Investment Management Analyst^® Personal Financial Specialist • Certified Financial Planner™ As Seen In: Financial Advisor, U.S. News & World Report, CNN Business, Market Watch, Authority Magazine, AZ Central

Laura Ansnes

Client Services Director Laura Ansnes serves as the Client Services Director at Axberg Wealth Management, playing an integral role in the team’s success. With over 2 decades of experience in the financial services industry, Laura has a proven track record of managing clients and ensuring their needs are met with precision and care. As a graduate of California State University Long Beach with a degree in Business Administration, Laura brings a wealth of knowledge and a strong work ethic to this role. Laura oversees office logistics, manages account openings and paperwork, and ensures seamless communication with clients. Outside of work, Laura and her husband love spending time outdoors, enjoying activities like boating, surfing, camping, and off-roading.

Contact Laura

Phone: 623-398-0128
Email: lansnes@axbergwealth.com

April Luyt

Client Services Specialist

April brings over 25 years of customer service experience to her role as a Client Services Specialist at Axberg Wealth Management. She holds a Bachelor’s degree in Business Administration and has built a diverse career across roles including loan processor, project coordinator, office manager, and teacher. Her broad background enables her to connect with clients thoughtfully and efficiently, ensuring a high standard of service and support.

April provides a warm and professional first point of contact for the firm as well as assists in account opening and service requests.

Outside of work, April enjoys spending time with her husband, their three children, and two dogs. She loves reading, exploring the outdoors, and antiquing on the weekends.

Elijah Axberg

Life Insurance Agent

Elijah Axberg is our Life Insurance Specialist at Axberg Wealth Management. Elijah specializes in crafting personalized life insurance plans to complement our clients’ comprehensive wealth management and tax planning strategies. Elijah is known for his exceptional product knowledge and client-first approach. When he’s not working, you can find Elijah snowboarding, skating or traveling. Driven by a passion for providing financial security, Elijah is committed to ensuring his clients have the life insurance coverage they need to protect their families’ futures.

Contact Elijah

Phone: 480-602-2290
Email: eaxberg@axbergwealth.com

Dorri Briere

Tax Assistant

Dorri Briere is a tax assistant at Axberg Wealth Management. She has been with the firm for 12 years. She is a vital asset in providing support to tax professionals in serving clients effectively. She is responsible for gathering and organizing financial/tax data, data entry, and participating in the tax preparation process. Dorri resides in Maricopa County. In her free time, Dorri likes to spend time with friends, attend events at her church, and help others.

Cole Moreau

Insurance Agent

Cole is an independent insurance agent offering services through Goosehead Insurance. Specializing in personalized property and casualty insurance solutions for individuals and businesses, Cole is committed to simplifying the insurance process and finding the best coverage at competitive rates. Contact Cole at 715-889-0451 for expert guidance on all your insurance needs. Goosehead Insurance partners with Axberg Wealth Management; however, Goosehead Insurance is not affiliated with Axberg Wealth Management or USA Financial Securities.

Susan Alexander

Transaction Management Specialist

Susan Alexander has been an integral part of Axberg Wealth Management for the past 20 years. As the Transaction Management Specialist, Susan brings a wealth of experience and a deep understanding of the intricate processes that keep our firm running smoothly. Throughout her tenure, Susan has played a pivotal role in managing paperwork processing, opening accounts, and providing insightful assistance to clients. Her expertise in managing complex transactions and her ability to adapt to the ever-evolving financial landscape have been invaluable to the firm’s success. Outside of work, Susan enjoys outdoor activities, boating, and cherishing moments with her granddaughter.

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