Wishing everyone a Happy Thanksgiving! May your day be filled with gratitude and joy. ????
Axiom Wealth Management - Northwestern Mutual
金融服务
Knoxville，Tennessee 223 位关注者
World Class Solutions. Real Relationships. Tangible Results.
关于我们
Our mission is to put our clients’ needs first and partner with them to create a financially secure future for them and their families. Through a unique, client-focused process we provide a creative approach to achieving financial security. We identify goals, create a personalized plan, implement world-class solutions, then adapt to each life stage. Our passion for serving others leads to a practice of mutual trust and transparency in every aspect of the Axiom experience. https://axiom.nm.com/disclosure https://northwesternmutual.com/social-media-guidelines
- 网站
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https://axiom.nm.com
Axiom Wealth Management - Northwestern Mutual的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Knoxville，Tennessee
- 类型
- 个体经营
- 创立
- 2020
- 领域
- Financial Planning、Retirement Planning、Wealth Management、Risk Management Solutions、Investment Strategies、Fee-Based Financial Planning、Business Planning、Estate Planning、Long-term Care Planning、Disability Income Planning 和Life Insurance Planning
地点
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主要
获取路线
110 Triplett Ln SW
US，Tennessee，Knoxville，37922
Axiom Wealth Management - Northwestern Mutual员工
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Kevin Proffitt, CFP?, ChFC?, CLU?, CASL?, RICP?, WMCP?
Founding Partner at Axiom Wealth Management
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Kimberly Henry, CFP?, ChFC?, CLU?, RICP?
Associate Wealth Management Advisor at Axiom Wealth Management/Northwestern Mutual
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Daniel P. Ramsey CLU? ChFC? RICP?
Wealth Management Advisor at Northwestern Mutual Knoxville | Partner at Axiom Wealth Management
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Greg Hewitt
Partner and Private Wealth Advisor at Axiom Wealth Management
动态
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?? Meet the Team! ?? Meet Mark Pancratz, one of our Partners and Private Wealth Advisors at Axiom Wealth Management, who has been with Northwestern Mutual for 16 years! Fun Fact: Mark is in the Illinois Basketball Hall of Fame. Hobbies: Coaching his three daughters. Quote: "I love working at Axiom because of the incredible people in our Axiom family. The way we support people from all kinds of backgrounds makes our community really special." We love Mark's dedication to his work and his family! His passion and commitment truly inspire everyone around him.
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We're proud to share that our own Kimberly Henry, CFP?, ChFC?, CLU?, RICP?, Board Chair of Knoxville's Community Development Corporation, participated in the ribbon-cutting for Liberty Place, a new 32-unit permanent supportive housing development for veterans. Congratulations to all who made this vital project possible!
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Our very own Jim LaPinska, CFP?, CLU?, ChFC?, WMCP? had the honor of attending the 1922 Society Induction Ceremony! It was a fantastic evening celebrating alongside fellow supporters and warmly welcoming twelve new members to the society. ?? United Way of Greater Knoxville
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?? Meet the Team! ?? Meet Jessica Almeida, one of our Operations Associates who has been a member of Axiom Wealth Management for about seven months. Fun Fact: In 2022, Jessica bought a camper and traveled part of the country with her Dachshund, Winnie. She loves the outdoors and hiking. Hobbies: Jessica really enjoys crafts and projects. She has an endless list of to-dos and ideas that just haven’t been executed yet. Quote:"I love the collaboration we have. We have such an array of backgrounds and personalities; it’s one giant kooky family, which makes coming to work so much fun." Jessica's creativity, enthusiasm for teamwork, and passion for new ideas make her an invaluable member of our team!
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Welcome Natali Magill!
We want to welcome the newest member of our District Office Staff, Natali Magill. Natali will be overseeing the front area of our West Location as our Office Coordinator. About Natali, she's a Knoxville native and a fresh graduate from the University of Tennessee. She graduated with a degree in statistics, and she is thrilled to bring her academic insights and enthusiasm for organization to the team. Eager to learn and grow in this dynamic role, Natali looks forward to supporting the office operations effectively and contributing to Northwestern Mutual - Knoxville's success. Fun facts about Natali is that she enjoys baking, making art, and previously was a pole vaulter! She is ready to embark on this new chapter and make a positive impact.!
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Our very own Jim LaPinska, CFP?, CLU?, ChFC?, WMCP? was recently featured in the Young Professionals of Knoxville's new "About Us" video! ?? Jim, along with Amie Cohorst, SHRM-CP, also delivered an inspiring talk this past Sunday on the importance of building relationships through YPK and within our community.
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