Burlington Office


Paul E. Miller - AIF®

Managing Principal and Portfolio Management Director

Paul is a founder and Managing Principal of Axial Financial Group℠ and has over 27 years of experience in the Financial Services Industry. He graduated with a business degree from the Whittemore School of Business and Economics at the University of New Hampshire.

Paul began his career at Smith Barney Read Full Bio [fa icon="long-arrow-right"]

Michael F. Marchese - CFP®, AIF®, CPA

Managing Principal and Director of Wealth Management

Michael is a founder and managing principal of Axial Financial Group℠ and oversees Axial’s Wealth Management division. Michael graduated with a B.S. from Merrimack College with a major in accounting, he is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary® designee and a CPA, Read Full Bio [fa icon="long-arrow-right"]

Ron Carlstrom

Director of Marketing

Ron has over 10 years experience in the Financial Marketing world. Having led Marketing departments at multiple Banks and Credit Unions in Rhode Island and Massachusetts, he understands the regional regulatory and competitive enviroment. Read Full Bio [fa icon="long-arrow-right"]

Stephen Carson - AIF®

Wealth Management Director

With almost 18 years in the financial planning industry, Steve has experienced many planning scenarios and situations. He was formerly the Vice President and Managing Partner of Pinnacle Capital Management Inc (PCMI). Steve was instrumental in the formation of PCMI, and orchestrating the successful merger with Axial Read Full Bio [fa icon="long-arrow-right"]

Bill Casagrande - ChFC, CLTC

Wealth Management Consultant

Bill has over 20 years of experience in the financial services industry. Prior to joining Axial, Bill ran his own financial services firm for many years. Bill holds the Chartered Financial Consultant (ChFC) and Certified in Long-Term Care (CLTC) designations. He is also is licensed for Life, Accident and Health insurance. Read Full Bio [fa icon="long-arrow-right"]

Marc L. Collier - CFP®, ChFC

Senior Financial Advisor

Marc Collier is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant® (ChFC) and has been in the financial services industry for over 40 years.

Before entering the financial service industry, Marc was a corporate financial analyst for General Electric Company. Read Full Bio [fa icon="long-arrow-right"]

Erin Coneeny, CFP®

Wealth Management Consultant

Erin joined Axial Financial in June 2010. She is part of the Wealth Management Team and works with clients on creating financial plans, providing investment solutions to help reach client’s goals now and in retirement.

A graduate of Villanova University, Read Full Bio [fa icon="long-arrow-right"]

Katie Kennedy

Senior Client Service Assistant - Office Administrator

Katie joined Axial Financial Group in September 2015.  She is part of the Client Service Team.

Katie graduated from Salem State University.  She worked for New York Life for six years, running the Customer Service Counter, prior to joining Axial. She currently holds her Massachusetts Life, and Read Full Bio [fa icon="long-arrow-right"]

Bob LoPorto

Wealth Management Consultant

Prior to joining Axial in 2017, Bob worked at our Broker/Dealer, Commonwealth Financial Network. He brings over 14 years of financial services experience.
 
Bob is part of the Wealth Management and Portfolio Management teams. He provides comprehensive financial planning and retirement solutions for individuals and their families throughout all stages of life. Read Full Bio [fa icon="long-arrow-right"]
 

Jaime McGrath

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 Read Full Bio [fa icon="long-arrow-right"]

Matthew Metraw - AIF®

Wealth Management Consultant

Matt joined Axial in August of 2014. He is part of the Wealth Management Team, and works with Axial's business partners and their clients to help develop sound financial plans.

Matt spent 15 years with Fidelity Investments where he started straight from Umass Amherst's Isenberg School of Management. Read Full Bio [fa icon="long-arrow-right"]

Jenna O'Leary

Client Service Assistant

Jenna is the friendly voice you first hear when calling Axial as well as the welcoming and energetic personality you see when you walk through our doors. As Client Service Assistant, Jenna properly guides our clients and visitors to ensure that their questions and needs are handled quickly and efficiently. Read Full Bio [fa icon="long-arrow-right"]

Jay Pensavalle

Wealth Management Consultant

Jay joined Axial from Smith Barney, where he was a first vice president in Wealth Management and served as a corporate director for 10 years in its Boston office. He began his career with EF Hutton more than 28 years ago and has gained valuable experience from his tenure at Moseley Halgarten, Bear Stearns, Cowen & Co., and Alex Brown & Sons. Read Full Bio [fa icon="long-arrow-right"]

Mihai C. Popa

Wealth Management Associate

Prior to joining Axial in February 2012, Mihai worked at our Broker/Dealer, Commonwealth Financial Network and Fidelity Investments. He brings over 15 years of financial services experience.

Mihai is part of the Wealth Management Team and works with clients on creating financial plans, providing investment solutions Read Full Bio [fa icon="long-arrow-right"]

Adam H. Scott - CFP®

Client Service Director

Adam is an original team member of Axial Financial Group℠ and has over 15 years of financial services experience. In his role as Director of Client Services, Adam and his team are committed to meeting the needs of each client and providing them with the best possible service.

Prior to joining Axial, Adam worked at Smith Barney Read Full Bio [fa icon="long-arrow-right"]

Richard G. Snelley - CFP®

Portfolio Manager

Richard is an original team member of Axial Financial Group℠ and started his career as a financial consultant at Smith Barney. His responsibility includes Portfolio Management, Research and Investment Operations.

Richard graduated from Bentley College with a degree in Read Full Bio [fa icon="long-arrow-right"]

Dan Sparta - CFP®

Wealth Management Consultant

Dan joined Axial in the summer of 2013. He is part of the Wealth Management Team and works with clients on creating financial plans, providing investment solutions to help reach client’s goals now and in retirement.

Dan graduated from University of Denver with a Read Full Bio [fa icon="long-arrow-right"]

Kristen Zavaski - CFP®, AIF®

Wealth Management Consultant

Kristen joined Axial in September 2014. As a member of the Wealth Management Team, she provides comprehensive financial planning and retirement solutions for individuals and their families throughout all stages of life.

Kristen has enjoyed over 14 years in the financial Read Full Bio [fa icon="long-arrow-right"]