Team

Our People

Meet Our Team

Our founding team of 6 experienced advisors broke away from a traditional brokerage house to form our independent firm in 2006. Axial has learned over the years that, as our clients’ needs have grown, Axial’s need for talent, specialization, and experts have grown. Which is why we have grown Axial to over 50 total employees.

Meet our team today.

Burlington Office

Managing Principal and Portfolio Management Director
Managing Principal and Portfolio Management Director

Paul E. Miller, AIF®

Managing Principal and Director of Wealth Management
Managing Principal and Director of Wealth Management

Michael F. Marchese, CFP®, AIF®, CPA

Wealth Management Director
Wealth Management Director

Stephen Carson, AIF®

Wealth Management Consultant
Wealth Management Consultant

Bill Casagrande, ChFC, CLTC

Senior Financial Advisor
Senior Financial Advisor

Marc L. Collier, CFP®, ChFC

Wealth Management Consultant
Wealth Management Consultant

Erin Coneeny Widell, CFP®

Senior Client Service Assistant and Office Administrator
Senior Client Service Assistant and Office Administrator

Katie Brodie

Wealth Management Consultant
Wealth Management Consultant

Bob LoPorto, CFP®

Client Service Manager
Client Service Manager

Jaime McGrath

Marketing Coordinator and Office Assistant
Marketing Coordinator and Office Assistant

Jenna Mechaalani

Wealth Management Consultant
Wealth Management Consultant

Matthew Metraw, AIF®

Client Service Assistant
Client Service Assistant

Jenna Scola

Wealth Management Consultant
Wealth Management Consultant

Jay Pensavalle

Wealth Management Consultant
Wealth Management Consultant

Mihai C. Popa

Client Service Director
Client Service Director

Adam H. Scott, CFP®

Portfolio Manager
Portfolio Manager

Richard G. Snelley, CFP®

Client Service Assistant
Client Service Assistant

Carolyn Tierney

Wealth Management Consultant
Wealth Management Consultant

Dan Sparta, CFP®

Lynnfield Office

Lead Financial Advisor
Lead Financial Advisor

Eugene (Gene) Ellison

Lead Financial Advisor
Lead Financial Advisor

Robert (Razz) Ellison

Client Service Assistant
Client Service Assistant

Diana Sinclair

Certified Financial Planner, Wealth Management Consultant
Certified Financial Planner, Wealth Management Consultant

Kristen Smith, CFP®, AIF®, CFDA®

Hyannis Office

Wealth Management Director and Managing Principal - Cape Cod
Wealth Management Director and Managing Principal - Cape Cod

William G. Scotti III, CFP®, CRC®, AIF®

Wealth Management Consultant
Wealth Management Consultant

Tracey Brennan-Reale, CLTC ™, FPQP™

Client Service Assistant
Client Service Assistant

Christina Coleman

Marina Bay - Quincy Office

Wealth Management Director
Wealth Management Director

Kevin O'Sullivan

Wealth Management Director
Wealth Management Director

Marcus Papajohn, CFS, CRPC®

Contact Us Today

We’d be happy to set up a free consultation with one of our trusted advisors to discuss your financial future.

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