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Teri Boatman, Client Service Operations Director
“The best angle from which to approach any problem is the try-angle” – Unknown
Teri provides executive new business and client servicing and manages all things necessary so that our team can focus on what they do best.
She embraces all challenges and is most satisfied when helping clients. She’s our ‘go to’ person for all things large and small that make a difference. She’s an expert collaborator and enjoys clearing the path and meeting challenges. Her years of management where expert individual knowledge coupled with amazing teamwork during her 23 years at American Express provide a wealth of experience to leverage and build upon. A great day for Teri continues to be a day filled with progress and new opportunities.
Teri holds her MBA in Technology at Nova Southeastern. She has an array of accomplishments that include “Outstanding Performance Achievement and Six Sigma Black Belt with American Express. BS/CIS (Computer Information Science) and Microsoft UDB & SQL Server Database Administration on Windows, Unix & Linux platforms. UDB/DB2 Database Administration on IBM S/390. Her passions are being there for friends and family, turtle hatchling rescue and exposure to the opportunity for financial success for everyone.
Get to Know the Rest of Our Team.
Everyone we work with receives the very best of Axial. We embody our values and cultivate genuine relationships with everyone we serve.
TUNDE OGUNLANA, CFS
Founder | Family Wealth Advisor
Alva R. Soyston, SR.
Investments & Asset Allocation
ZABRINA HOBOR
Marketing & Operations Director
Chad Hill
Financial Planner
BERNADETTE DARDICK
Client Service Consultant
MICHAEL DEAN*
Equity Partner
Hiram Ocariz, CPA*
Income & Business Tax
Tim Merriman Jr.
Commercial Real Estate
Michael Wild*
Trusts & Estate
Jake Levine*
Real Estate & Financial Rep.
Anthony Brunson, CPA*
Tax & Audit
KARLA FERGUSON, ESQ.*
Art Advisor
Katie Greenman*
Philanthropy | Charitable Giving