Paul E. Miller
Principal
Portfolio Management Director
Paul.Miller@axialfg.com
Appointment Request
Prior to co-founding Axial Financial Group, Paul gained 17 years of experience in the financial services industry working at Smith Barney, where he most recently served as a vice president and senior portfolio manager. Paul graduated with a degree in Business from the Whittemore School of Business and Economics at the University of New Hampshire.
Paul currently holds Series 7, 24, 63, and 65 registrations as an Investment Adviser Representative of Commonwealth Financial Network, and served on the board of trustees at the Pike School in Andover, Massachusetts.
Peter M. Lawler AIF®, CRPS®
Principal
Corporate Client Group Director
Peter.Lawler@axialfg.com
Appointment Request
Peter has over 20 years of experience in the financial services industry. Before co-founding Axial Financial Group, he worked as a vice president and corporate client group director for Merrill Lynch and Smith Barney, in addition to owning and operating his own manufacturing representative firm.
Peter currently holds Series 7 and 63 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network. He is a member of the Lexington Chamber of Commerce, as well as the Pilgrim Church in Lexington, Massachusetts. He also serves on the All Saints Charity Finance Committee. Peter graduated with a degree in Economics from Temple University in Philadelphia, Pennsylvania.
Michael F. Marchese, CFP®, CPA
Principal
Wealth Management Director
Michael.Marchese@axialfg.com
Appointment Request
Michael graduated with a degree in Accounting from Merrimack College and is a CPA, formerly of PriceWaterhouseCoopers in Boston, Massachusetts. Prior to co-founding Axial Financial Group, he served as a vice president and financial planning specialist for Smith Barney. In addition to earning his CERTIFIED FINANCIAL PLANNER™ certification, Michael also holds Series 7, 63, and 65 registrations as an Investment Adviser Representative of Commonwealth Financial Network.
Michael is a member of the Massachusetts Financial Planning Association and the Massachusetts Society of CPAs, as well as the American Institute of CPAs. In addition, he is active in the community of Burlington, Massachusetts, as a town meeting member.
Michael J. Rodgers, Jr.
Principal
Managing Partner, Axial Benefits Group
mrodgers@axialfg.com
Appointment Request
As the Principal and Managing Partner of Axial Benefits Group, Mr. Rodgers brings his extensive background in health and welfare plans to Axial's clients. He specializes in working with medium and large corporations in developing effective healthcare programs in multi-state locations. Specifically, he negotiates benefit pricing and renewals, evaluates network access and cost effectiveness, and consults on appropriate plan funding and risk tolerance.
Prior to co-founding Axial Benefits Group, Mr. Rodgers founded its predecessor company Atlantic Benefits in 2003. He has had over 16 years of experience and held senior consulting positions at Hays Companies, William Gallagher Associates and Marsh & McLennan.
Mr. Rodgers is a graduate of the University of Massachusetts School of Engineering. He is the former Chairman of the Boston Board of Directors for the March Of Dimes and has been involved with development of corporate programs for The Friends Of Boston's Homeless Charity. He lives in Lexington with his wife and family.
Adam H. Scott, CFP®
Wealth Management Consultant
Client Service Director
Adam.Scott@axialfg.com
Appointment Request
Adam, a 1984 graduate of Cornell University in Ithaca, New York, has extensive business experience. He worked for Smith Barney as a financial planning specialist and for Sodexho Corporation before joining Axial Financial Group.
In addition to earning his CERTIFIED FINANCIAL PLANNER™ certification, Adam holds Series 7, 31, and 63 registrations as an Investment Adviser Representative of Commonwealth Financial Network.
Richard G. Snelley, CFP®
Client Portfolio Manager
Richard.Snelley@axialfg.com
Appointment Request
Richard graduated from Bentley College with a degree in Finance. In addition to his prior financial services experience working at Smith Barney as a financial consultant, Richard served in the United States Navy as a jet mechanic from 1990 until 1994.
Richard earned his CERTIFIED FINANCIAL PLANNER™ certification and currently holds Series 7, 63, and 65 registrations as an Investment Adviser Representative of Commonwealth Financial Network.
Paul J. Landry, AIF®
Corporate Client Group Consultant
Paul.Landry@axialfg.com
Appointment Request
Paul has been working in the financial services industry since 1999, most recently within Smith Barney's Corporate Client Group as a financial planning and marketing associate. Paul also served in the United States Marine Corps.
Paul currently holds Series 7, 63 and 65 registrations as an Investment Adviser Representative of Commonwealth Financial Network.
William G. Scotti III, CFP®
Wealth Management Director
Bill.Scotti@axialfg.com
Appointment request
A graduate of the Merrimack College Giraud School of Business, Bill started his career as an intern at Smith Barney while acting as the assistant manager for his family's music store, Scotti Piano and Music. He is an original team member of Axial Financial Group and is now a wealth management consultant for the firm. Bill is a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA Series 7 (General Securities Registered Representative), Series 66 (Combined Investment Advisor-Uniform State Law) securities registrations as a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®. He also holds the State Life, Accident and Health Insurance licenses, and has received Merrimack College's Certificate of Advanced Study in Financial Planning. A believer in a comprehensive wealth management process, Bill enjoys helping clients properly implement sound retirement saving strategies, education funding solutions, and generational wealth planning.
Marc E. Ehrgott
Director of Business Development
Lending Specialist
Marc.Ehrgott@axialfg.com
Appointment Request
Twitter: MarcEhrgott
LinkedIn: http://www.linkedin.com/profile/view?id=29993080&trk=tab_pro
Marc brings a diverse breadth of experience having over 17 years in the financial services industry. He currently holds the Series 7 and 66 registrations as an Investment Adviser Representative of Commonwealth Financial Network, and also carries his MA residential loan originator license and Life, Accident, and Health Insurance licenses.
Marc is a graduate of Tufts University with a B.S. in Engineering and currently lives in Andover with his wife and four children.
Noah C. French, CFS, CLTC
Wealth Management Consultant
Insurance Specialist
Noah.French@axialfg.com
Appointment Request
Noah is a Graduate of Bentley College in Waltham, MA with a B.S. in Finance. He has gained over 10 years experience in the Financial Planning and Insurance industry working with small business owners and individual clients. Noah holds his CFS, CLTC, along with his Life, Accident, and Health Licenses.
Noah also holds his Series 7, 65, 63 as an Investment Adviser Representative of Commonwealth Financial Network.
Erin Coneeny
Wealth Management Associate
Erin@axialfg.com
Appointment Request
Erin graduated from Villanova University in 2009 with a degree in finance. While attending college she worked as an intern in the financial services industry. Erin's primary roles are assisting both the financial planning and portfolio management teams.
Erin currently holds Series 7 and 66 registrations as an Investment Adviser Representative of Commonwealth Financial Network.
Jaime McGrath
jaime@pincap.net
Appointment request
Senior Client Service Assistant
Jaime is the friendly voice you will first hear when calling Axial. She makes sure the office always runs smoothly and is responsible for client mailings. Jaime also helps coordinate client events and is the direct link to PINCAP's office vendors.
Jaime joined Axial in 2009 and has worked as a ticket agent in the bus travel industry for four years and, prior to that, worked as an accounting clerk for a property management company. In her spare time, Jaime enjoys sports, music, Middle Eastern dance, and working on her artwork. Back to Top
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