In my early 20's preparing a personal tax return for a surgeon, I have a tax document that isn't clear, so I call the client whose W-2 happens to be $1,000,000. "Call my broker", she says. I call the broker. He didn't know anything either. I later learn that her attorney does not communicate with her tax CPA and her insurance agents, yep, they were solo cowboys too. It's up to this highly educated, super busy expert surgeon to manage and coordinate her professional team. The problem is, like most self-made American Success stories, she's too busy and has no expertise in any of these areas.
She needed a Personal Chief Financial Officer to lead, manage and coordinate all her financial affairs.
The doctor took care of her patients, but who was taking care of her? Too many successful self-made people have an attorney, a tax CPA, a financial planner, money managers and insurance agents but no one person coordinating the team in the best interest of the client, no one responsible for the functioning of the team.
At AXIOM, that's what we do.
Armando G. Roman, CPA/PFS MBA is your Personal CFO and Wealth Management team leader. Armando founded AXIOM 19 years ago while operating his CPA firm which he sold in 2007. Armando and his wife Jennifer have been married 27 years, they have two adult sons and one adult daughter. Armando enjoys time with his family, photography, nutrition and health, reading, sharing his professional expertise and learning about all kinds of things.
Thomas J Marki, CPA is your Financial Advisor. Tom uses his 11 years experience in financial services, and prior experience in public accounting and management to create a well thought out financial plan for your family. Born and raised in Arizona, Tom enjoys its great weather and enjoys hiking, mountain biking and golf.
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Licensed to sell securities in the following states: AR, AZ, CA, CO, FL, NC, NM, TX.
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AXIOM Financial Advisory Group, LLC
7373 E. Doubletree Ranch Road, Suite 170
Scottsdale, AZ 85258
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