Our Story
Our experienced team of talented and credentialed professionals share a common philosophy: to ensure our clients are happy. We are trained in investment management, financial strategy, retirement planning, and liability and risk management. By combining our varied intellectual capital, we are able to offer a personalized and complete financial strategy to each of our clients.

Vaughan is a family business advocate, a thought leader on managing family wealth and an adjunct professor at University of Louisville.
MBA, CPWA®, CEO

For more than 15 years, Mike has been helping clients build, manage, preserve and transition their wealth.
CFP®, RICP®, President

Michelle has been focused on helping clients with their investment planning needs for the past 10 years.
CFP®, Financial Advisor

Luke Rother is a Director/Insurance Specialist for Axiom Insurance Solutions. He has a strong background in holistic planning and advanced case design.
Director, Insurance Specialist

Gloria is known for delivering a high level of personal attention and service to all the clients of Axiom Financial Strategies Group.
Senior Client Associate

As a Financial Consultant, Sarah provides investors with sound advice and value-added service, based on mutual trust and respect.
CFP®, Financial Consultant

Chief Financial Officer, Leah Driver, oversees accounting, payroll, benefits reporting, budgeting and forecasting for both Axiom Financial Strategies Group and Axiom Insurance Solutions.
CPA, Chief Financial Officer

Abby has over 15 years of client service experience focused on helping people achieve their goals and maintain their desired lifestyles.
Senior Client Associate

Dax Whitehouse is the Managing Director of Axiom’s Family and Business Advisory Division. He brings over a decade of experience in C-Suite level executive roles.
Managing Director

Ric Wrye joined Axiom as a Business Advisor in the Family & Business Advisory Services division. He specializes in helping family-owned businesses with both organizational and operational strategies, as well as their talent development.
Business Advisor