Meet the Team

Recognized as thought leaders in the industry, our team is made up of specialists in investment management, financial strategy, retirement planning, liability and risk management. We operate as a true team using our combined intellectual capital to benefit each of our clients.

 

Vaughan Scott, MBA, CPWA®, Managing Director - Investment Officer

Vaughan Scott is a family business advocate, a thought leader on innovative ways to address family wealth, and an adjunct professor at University of Louisville where he is currently teaching  business consulting. He has been advising on the financial, strategic, transition, and succession needs of family enterprises and entrepreneurs since 1997. His purpose is to help to make a meaningful difference in the lives of families for generations.

 

Eric Ballenger, Senior Vice President - Investment Officer

A perennial student of the capital markets and someone with a strong desire to help others, Eric Ballenger found a perfect fit in the financial services industry. Since 1991 he has been providing investment advice to clients, including individuals, families and businesses. 

 

 

Michael Grau, CFP®, RICP®, First Vice President - Investment Officer

For more than 15 years, Mike has been assisting clients to build, manage, preserve and transition their wealth. His background in accounting, a strong work ethic, and a passionate interest in helping others bring Mike the opportunity to serve clients in all stages of their financial life. 

 

 

Todd Harrett, Financial Advisor

Todd began his career making a national market for his clients' local and privately held commercial real estate investments.  He then went to work in his family’s Logistics Consulting business where he led the sales team and ultimately facilitated the family's transition strategy for ownership and management. This experience led him into financial service at Axiom Financial Strategies Group of Wells Fargo Advisors where the specialty is serving families and family owned businesses. Todd believes in proactive planning and addressing financial situations before they become an immediate need.

 

Michelle Konkle, CFP®, Financial Consultant

Having over ten years of financial services experience, Michelle focuses on assisting clients with their investment planning needs.  Michelle obtained the CERTIFIED FINANCIAL PLANNERTM designation in August 2015.  She primarily focuses on retirement plans, annuities, and insurance products .

 

 

Gloria Bommarrito, Senior Registered Client Associate - Officer

Gloria is someone that the clients of the Axiom Financial Strategies Group can count on to deliver a high level of personal attention and service. Gloria enjoys earning their trust and confidence by listening intently and staying on top of the information most important to them. It’s one of the things she enjoys most about her work.  Gloria is a fully registered financial professional holding the Series 7 and Series 66 registrations and as well as life and health insurance licenses.  Several years ago Gloria also obtained the Registered ParaplannerSM designation.  

Contact Gloria at 812-542-6462 or gloria.bommarrito@wellsfargoadvisors.com.

 

Vicky Peay, Client Associate 

Vicky prides herself on going above and beyond for our clients.  She enjoys chatting with everyone and getting to know them personally.  You will always find Vicky with a smile on her face and a story to tell!  She strives to deepen our client relationship by staying in touch with everyone and showing them just how important their interst are to us.  She has a very outgoing and energetic personality, which the team and our clients sincerely appreciate.  

Contact Vicky at 812-542-6463 or vicky.peay@wellsfargoadvisors.com.

 

Claudine Super, Client Associate 

Claudine joined the Axiom Financial Strategies Group team in April of 2018, bringing with her over twenty years of client service experience, with fifteen of that being in financial services.  Today she provides client services to the clients as well as is responsible for client account maintenance.  Claudine looks forward to getting to know all of our clients, and gets a special satisfaction in knowing that she is able to be a part of a team that is able to help them achieve their goals and maintain the lifestyles they desire.

Contact Claudine at 812-542-6461 or claudine.super@wellsfargoadvisors.com.