Hyannis Office


William G. Scotti III - CFP®

Wealth Management Director

Bill is an original team member of Axial Financial Group who started his career in finance at Smith Barney while acting as the Assistant Manager for his family's music store, Scotti Piano and Music.

Bill is currently the Wealth Management Director of Axial Financial Group’s Cape Cod office, located in Hyannis.  Read Full Bio [fa icon="long-arrow-right"]

Tracey Brennan-Reale - RP®

Wealth Management Consultant

Tracey joined Swift Financial Services in April 2005 and became a member of Axial’s team in 2012 when Axial and Swift merged. With over 25 years in the financial services industry she takes great pride in providing unique, personalized financial services to individuals and their families. A believer in providing solutions, Tracey enjoys Read Full Bio [fa icon="long-arrow-right"]

Kurt Mogilnicki

Wealth Management Consultant

Kurt’s objective is to simplify and bring clarity to clients’ financial lives.  Kurt’s team is dedicated to synchronizing the financial affairs of a select number of families, retirees, corporate executives and business owners.

Kurt coordinates his efforts with clients’ outside advisors including attorneys, tax professionals and insurance experts.  Collaboration with outside advisors enables the team to tailor complementary strategies.  Kurt employs a holistic educational approach to help clients make better decisions about their financial affairs and achieve personally meaningful goals. Read Full Bio [fa icon="long-arrow-right"]

Briana Silvio - RP®

Senior Client Service Assistant and Office Administrator

Briana uses her welcoming and energetic personality to properly guide our clients and ensure their questions and needs are handled quickly and efficiently.  Prior to becoming a Client Service Assistant in 2014, Briana successfully managed accounts payables and receivables at a well renowned building company in Yarmouth, MA which is where her interest in finance was first piqued.  Read Full Bio [fa icon="long-arrow-right"]