Meet the Bedford, NH Team
Brian E. Conway, CFP®, CFS
Email: firstname.lastname@example.org | 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.
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 18 years. She has extensive expertise in all aspects of Financial Planning Operations and Client Services. Read More.
Email: firstname.lastname@example.org | Phone: 1-800-769-1287 Ext. 107
Alexa joined our team in 2009 providing clerical support to our Director of Operations. She has grown her position to assist Brian Conway, David Wheat and Bill Cummings with a variety of tasks specializing in client services. She conducts tasks including meeting preparation, processing confidential information, producing reports, and managing the software and tools for Brian Conway. Read More.
Email: email@example.com | Phone: 1-800-769-1287 Ext. 101
Trisha joined Axiom Advisors in December 2016 as an Administrative Assistant to both Brian Conway and David Wheat. She is one of the first people you will get to know when working with our team. Read More.