* These individuals are not affiliated nor registered with SagePoint Financial, Inc.
We believe you should
be served, not sold.
We work hard to ensure you have the best experience possible. Meet our team below.
Our team of dedicated professionals work in coordination in an effort to meet the goals of our clients. As a contrast to traditional financial planning or wealth management teams, at Axial Family Advisors we have the capacity to engage in conversations ranging from commercial real estate to treating art as an asset class. Education and knowledge being necessary in assisting families in reaching their goals, we have assembled a team that reflects this philosophy.
Meet the Team
Tunde Ogunlana, CFS
Founder | Family Wealth Advisor
Alva R. Royston, SR.
Managing Director | Investments & Asset Allocation
Marketing & Operations Director
Client Service Operations Director
Tim Merriman Jr.*
Commercial Real Estate
Client Service Consultant
Hiram Ocariz, CPA*
Income & Business Tax
Trusts & Estates
Anthony Brunson, CPA*
Tax & Audit
Real Estate & Financial Representative
Denise Diaz – Garrastacho, CPA*
Karla Ferguson, Esq.*
Philanthropy | Charitable Giving