Team
Our People
Meet Our Team
Our founding team of 6 experienced advisors broke away from a traditional brokerage house to form our independent firm in 2006. Axial has learned over the years that, as our clients’ needs have grown, Axial’s need for talent, specialization, and experts have grown. Which is why we have grown Axial to over 50 total employees.
Meet our team today.
Burlington Office
Managing Principal and Portfolio Management Director
Paul E. Miller, AIF®
Managing Principal and Director of Wealth Management
Michael F. Marchese, CFP®, AIF®, CPA
Wealth Management Director
Stephen Carson, AIF®
Wealth Management Consultant
Bill Casagrande, ChFC, CLTC
Senior Financial Advisor
Marc L. Collier, CFP®, ChFC
Wealth Management Consultant
Erin Coneeny Widell, CFP®
Marketing Coordinator and Office Assistant
Jenna Mechaalani
Wealth Management Consultant
Bob LoPorto, CFP®
Client Service Manager
Jaime McGrath
Portfolio Manager
Richard G. Snelley, CFP®
Wealth Management Consultant
Alesandra Miller
Client Service Director
Adam Scott, CFP ®️
Client Service Assistant
Carolyn Tierney
Wealth Management Consultant
Dan Sparta, CFP®
Wealth Management Consultant
Mihai C. Popa
Senior Client Service Assistant
Jenna Scola
Wealth Management Consultant
Jay Pensavalle
Client Service Assistant
Ellie Flanagan
Certified Financial Planner
Rich LeBranti, CFP®
Marketing & Client Service Coordinator
Alison Wilcox
Senior Advisor
Rich Sotell
Wealth Management Consultant and Senior Retirement Plan Advisor
Dan Lahiff, AIF®, CPFA®
Wealth Management Consultant
Brian Wolff
Lynnfield Office
Lead Financial Advisor
Robert (Razz) Ellison
Certified Financial Planner, Wealth Management Consultant
Kristen Smith, CFP®, AIF®, CFDA®
Client Service Assistant
Diana Sinclair
Hyannis Office
Wealth Management Director and Managing Principal - Cape Cod
William G. Scotti III, CFP®, CRC®, AIF®
Wealth Management Consultant
Tracey Brennan-Reale, CLTC ™, FPQP™
Wealth Management Assistant
Andrew Augusto
Wealth Management Consultant
Emily Mullane, CFP®, CPFA™
Marina Bay - Quincy Office
Wealth Management Director
Kevin O'Sullivan
Wealth Management Director
Marcus Papajohn, CFS, CRPC®
Contact Us Today
We’d be happy to set up a free consultation with one of our trusted advisors to discuss your financial future.