OUR TEAM

Paul Axberg

Paul coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve. He and his team implement customized strategies all as a part of the proprietary process, The Foundation FORMula™. 

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 answers the phone, prepares the reports for client meetings, prepares and processes paperwork, and assists clients with any questions she can answer regarding their accounts.

Cole Moreau

CLIENT SERVICES

Cole provides support with our marketing efforts as well as assistance to our clients with their questions and issues.

Brian E. Frick

Certified Public Accountant
Certified Financial Planner™ ​
Brian also coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve.