ACCOUNTABILITY
Accountability is one of our Core Values. We want to thank
our clients for the trust and confidence you’ve placed in
allowing us to be accountable to you.
We first develop a plan for our clients and then implement
the plan. We hold ourselves & you accountable for working
within the plan to achieve your long-term goals.
Providing expertise in serving family businesses and entrepreneurs.
101 W. Spring St, Fifth Floor | New Albany, IN 47150
Phone: 812-948-8475 | Fax: 812-948-8732 | www.axiomfsg.com
Eric Ballenger,
Senior Vice President – Investment Officer
Gloria Bommarrito,
Senior Registered Client Associate – Officer
Michelle Konkle, CFP ® , Michael Grau, CFP ® , RICP ® ,
First Vice President – Investment Officer Todd Harrett,
Vicky Peay, Vaughan Scott, MBA ® , CPWA ® ,
Managing Director – Investment Officer Claudine Super,
Financial Consultant
Client Associate
Financial Advisor
Client Associate
SERVICE
| INTEGRITY
THE WEDDING
ISSUE : EXTOL
ACCOUNTABILITY
GROWTH | INNOVATION
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC. Member SIPC. CAR# 0418-05947
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