Meet Our Team

Jeffrey A. Czerwinski CFP®, CLU®, LUTCF

Wealth Advisor

Jeff has been working in the financial services industry since 1990 after majoring in finance at California State University at Fullerton. He first started as a licensed securities professional in the Direct Participation Program’s sector for 3 years before moving over to the investment banking field where he held the position of head of public relations at Bentley, Richards and Associates of Irvine, California. He then moved on the position of West Coast account manager for the Joseph C. Sansone Company of St. Louis, Missouri where he specialized in corporate tax consulting. Jeff has worked in his present capacity as a financial advisor for over 16 years and founded Axiom Financial and Insurance Solutions, LLC in 2011.

Jeff has been an active participant in financial services industry and has travelled to Sacramento to lobby for issues that impact his clients. In addition, Jeff has obtained the following professional designations to help better serve his clients: Life Underwriter Training Council Fellow in 2000 from the American College, Certified Financial Planner® in 2006, and Chartered Life Underwriter in 2010 from the American College. He also holds the following securities licenses: FINRA Series 6, 7, 63, and 66. Additionally, he is an active member of the National Association of Insurance and Financial Advisors as well as the Financial Planning Association.

Jeff signed his agency contract with New York Life in June of 1997 and was named his office’s New Organization Agent of the Year in 2000. He was the Orange Coast General Office Agent of the Year in both 2007 and 2009. He has received many company and industry awards and is a lifetime member of The Million Dollar Round Table™ where he has qualified as a Court of the Table Member in 2007, 2008, 2009, 2010, 2013 and 2014 as well as the prestigious Top of the Table level in 2011, 2012, 2015, and 2016. Additionally, Jeff has qualified for New York Life’s Chairman’s Council from 2006-2016 with the last three years as one of the top 50 agents in the country out of a field force of over 12,000 agents.

Jeff is married to his beautiful wife Deonya and has four children; Ashley, Lexi, Bryton, and Ella. Jeff is active in his community and serves on the boards of several organizations. Jeff and his wife enjoy travelling and dining out with good friends.

Andrea Chairez

Director of Office Operations

Andrea Chairez has been the Director of Office Operations initially for our previous DBA La Cresta Financial & Insurance Solutions since May 2006. Her primary responsibility is to act as a liaison between Axiom and the firms which serve as custodians of our clients' assets.

In this role, Andrea assists in the production and tracking of many types of client paperwork including establishing new accounts, maintenance of accounts and service request. Also core to Andrea's responsibilities is her representation of the Client Services Team in many internal projects, including our ongoing commitment to process improvement.

Andrea is a board member for the Axiom Foundation and will be assisting Deoyna with running the foundation.

Before coming to Axiom, Andrea worked in Accounts Payable . Both Jeff and Deoyna think of Andrea as a key asset of the company. Andrea is married with three children. Her husband, Guillermo, owns and operates a successful local restaurant.

Ivette Bedolla

Director of Client Relations

Ivette joined the Axiom team in 2014 as Director of Client Relations. Her role is to support our vision by building trust and strong long term relationships. She serves as the primary interface to the Client in building and maintaining the ongoing business relationship, during and after the initial implementation of Client set-up, with regard to operational needs, communication, and service and performance.

Deonya Czerwinski

Business Development

A busy mother of four, Deonya has spent considerable time home-schooling her children and volunteering as the Director of Connections at her church while working on special events and making sure visitors get a good first impression of the church. A film major, she attended the San Francisco Art Institute and still loves photography today.

Deonya joined Axiom in 2013, with Business Development as her main concentration. She is responsible for business marketing, client relations, promotion and team building; and implementing the Axiom Foundation, a non-profit entity designed to help the less fortunate around the world. She started the Axiom Foundation in 2014 and currently is the Board Director of The Axiom Project.

Besides her main focus of working with the Axiom Foundation she also is responsible for developing and implementing systems for Axiom Financial. She spends hours creating service plans for clients.



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