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 serves on the board of trustees at the Pike School in Andover, Massachusetts.
Peter M. Lawler
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
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
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.
Adam holds Series 7, 31, 63, and 65 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
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
Wealth Management Associate
Bill.Scotti@axialfg.com
Appointment request
Bill graduated from Merrimack College in 2006 with a degree in business. He started with Axial Financial Group full-time as a Registered Sales Assistant after working as an intern for the firm for one year while assisting in the operations of his family's business.
Bill currently holds his Series 7 and 66 registrations as a Registered Representative of Commonwealth Financial Network.
Marc E. Ehrgott
Business Development Associate
Marc.Ehrgott@axialfg.com
Appointment Request
Marc brings a diverse breadth of experience from his 15 years in the financial services industry. He 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.
Dianne Capachietti
Senior Client Service Assistant
Dianne@axialfg.com
Appointment Request
Dianne joined Axial Financial Group in September 2006. She has worked for seven years in the financial services industry including client services, office administration and operations support. She also has prior expertise in Human Resources within the corporate sector.
Shawna Brackett
Client Service Assistant
shawna@axialfg.com
Appointment request
Shawna graduated from Merrimack College in May 2007 with a degree in Marketing and Business. While attending college she worked as an intern in the financial services industry. Shawna's primary roles are client administration and marketing.
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