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
Client Services
Susan Alexander is a Client Service Professional at Axberg Wealth Management. She has been with the firm for 19 years. She is the frontline ambassador of our firm, ensuring seamless communication and support for our valued clients.
From promptly answering client questions to meticulously preparing reports/documents for client meetings, Susan's dedication to detail and efficiency is unparalleled. She adeptly handles paperwork processing and offers knowledgeable assistance in addressing client inquiries, providing clarity and assurance regarding their accounts. Susan likes to be outdoors, boating, and spending time with her granddaughter.
Laura Ansnes
Executive Assistant
Laura Ansnes is an Executive Assistant at Axberg Wealth Management. As a crucial member of the team, Laura assists in managing all aspects of scheduling, office logistics, and account openings. She handles appointments, maintains client databases, and facilitates smooth office operations. With meticulous attention to detail and strong multitasking abilities, Laura helps streamline operations and enhances overall efficiency. Laura holds a Notary Public. Laura and her husband reside in Maricopa County with their dog, Betty. You will often find her and her husband camping, out on their boat, or traveling.
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 insurance services through Goosehead Insurance. Specializing in personalized insurance solutions for individuals and businesses. Cole is committed to simplifying the insurance process and finding you the best coverage at competitive rates. Contact Cole at
715-889-0451 for expert guidance for 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.
Hours:
| Monday | 8:00AM - 4:00PM |
| Tuesday | 8:00AM - 4:00PM |
| Wednesday | 8:00AM - 4:00PM |
| Thursday | 8:00AM - 4:00PM |
| Friday | 8:00AM - 4:00PM |
| Saturday | Closed |
| Sunday | Closed |