Get in touch
(801) 717-9237
Who We Are
Meet the team who makes it all happen.
ROBERT SHELTON
Wealth Manager
PRESENT POSITION:
Founder & Wealth Manager
EDUCATION:
Western Governors University, Bachelor's degree in Finance
CREDENTIALS:
Over 15 years of experience in the finance industry.
MADDIE PARKER
Office Manager
EDUCATION:
Utah Valley University, Bachelor's degree in Communication.
HOBBIES:
Traveling, movies, and spending time with her three cats and dog.
MEGAN FINNERTY
Client Experience Specialist
EDUCATION:
Coming soon
HOBBIES:
Coming soon
BRITAIN BUEHLER
Associate Advisor
EDUCATION:
Utah Valley University, Bachelor's degree in Financial Planning
HOBBIES:
Serving others, playing board games, and spending time on the family boat.
WANT TO REACH US?
Fill out this form. We'll be in touch.
Contact Us
OFFICE LOCATION
1145 S 800 E
Orem, UT 84058
MAILING ADDRESS
1132 N 1050 E
American Fork, UT 84003
OFFICE NUMBER
801-717-9237
CONNECT WITH US
Check a financial professional HERE.
© 2020 by Axio Wealth Management
Securities offered through J.W.Cole Financial, Inc. (JWC) Member
FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Axio Wealth Management and JWC-/JWCA are unaffiliated entities.
Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Axio Wealth Management are disclosed on this site, may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.
For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.
For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.