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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

Tunde Ogunlana, CFS

Founder | Family Wealth Advisor
Alva R. Royston, SR.

Alva R. Royston, SR.

Managing Director | Investments & Asset Allocation
Zabrina Hobor

Zabrina Hobor

Marketing & Operations Director
Teri Boatman

Teri Boatman

Client Service Operations Director
Chad Hill Financial Planner

Chad Hill

Financial Planner
Bernadette

Bernadette Dardick

Client Service Consultant
Axial Hiram Ocariz

Hiram Ocariz, CPA*

Income & Business Tax
Michael Wild

Michael Wild*

Trusts & Estates
Tim Merriman

Tim Merriman Jr.*

Commercial Real Estate
Anthony Brunson

Anthony Brunson, CPA*

Tax & Audit
Jake Levine

Jake Levine*

Real Estate & Financial Representative
Axial Michael Dean

Michael Dean*

Equity Partner
Denise Diaz

Denise Diaz – Garrastacho, CPA*

Audit
Axial Karla Ferguson BW Website

Karla Ferguson, Esq.*

Art Advisor
Katie Greenman

Katie Greenman*

Philanthropy | Charitable Giving

 

* These individuals are not affiliated nor registered with Osaic Wealth, Inc.