Meet the Team

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

Tim has engineered a highly successful entrepreneurial career that encompasses both financial services and real estate development.

CFP®

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

As Vaughan’s Chief of Staff, Marissa works closely with him to conceptualize ideas, organize thoughts and bring concepts to life.

MBA, Chief of Staff

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

Senior Client Associate

Dave Scott had a successful 40-year career as a trial lawyer handling complex product safety cases before joining Axiom as its General Counsel.

General Counsel

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