Our Team
Paul Axberg
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, AZCentral
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.
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.
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.
