Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Axiome Advisory Group
Team photo for Axiome Advisory Group

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Our advisors

Advisor photo for Gregory Ward

Gregory Ward

CRPC

Financial Advisor

Franchise Owner
Learn more about Gregory Ward Visit Gregory Ward's website
Advisor photo for Bailey Cutrell

Bailey Cutrell

CFP®, BFA, MSFP

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Bailey Cutrell Visit Bailey Cutrell's website


Our team

Marie Ward

Marie Ward

Practice Manager,

Marketing Specialist

Qualifications

  • Team member since 2006.

Roles & Responsibilities

  • Oversees office operations.
  • Conducts specialized marketing.
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Taylor Bondy

Taylor Bondy

Operations Specialist

Qualifications

  • Team member since 2023.

  • 2023 B.S. in Finance from University of TN.

  • FINRA Series 7 license.

Roles & Responsibilities

  • Supervises business processing and tracking.
  • Completes transactions and money movement requests.
  • Assists clients with managing accounts.
  • Handles follow-up communications.
  • Maintains client-service system.
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Caroline Warshaw

Caroline Warshaw

Client Service Specialist

Qualifications

  • Team member since 2023.

  • 2025 B.S. in Finance from University of TN.

Roles & Responsibilities

  • Manages relationships with investment wholesalers.
  • Supports advisors with investment reports and data tracking.
  • Assists with client transactions and requests.
  • Coordinates client events and seminars.
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Alexa (Lexi) Lupien

Alexa (Lexi) Lupien

Client Relationship Specialist

Qualifications

  • Team member since 2025.

  • 2025 B.A. in Sociology from University of TN.

Roles & Responsibilities

  • Maintains office calendar.
  • Conducts concierge services.
  • Prepares meeting prep for client service meetings.
  • Supports client-based communications.
  • Operates social media channels.
  • Coordinates client events and seminars.
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