* These individuals are not affiliated nor registered with SagePoint Financial, Inc.
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
Zabrina Hobor
Marketing & Operations Director
Teri Boatman
Client Service Operations Director
Tim Merriman Jr.*
Commercial Real Estate
Bernadette Dardick
Client Service Consultant
Michael Dean*
Equity Partner
Hiram Ocariz, CPA*
Income & Business Tax
Michael Wild*
Trusts & Estates
Anthony Brunson, CPA*
Tax & Audit
Jake Levine*
Real Estate & Financial Representative
Denise Diaz – Garrastacho, CPA*
Audit
Karla Ferguson, Esq.*
Art Advisor
Katie Greenman*
Philanthropy | Charitable Giving