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 traveling and dining out with good friends.

*The Million Dollar Round table  (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Ivette Bedolla

Director of Office Management

Ivette Bedolla joined the Axiom Financial team in September of 2014. Prior to Axiom Financial, her background was in real estate and the bail bond industry. During her time at Axiom, she has developed a curious mind to expland her knowlegde of insurance and investments.

Ivette is a compassionate indivudal who enjoys helping others. Her experience as a wife of 24 years and amother of four beautiful children makers her a great tool in problem-solving, identifying and uncovering client needs. Her favorite hobbies include reading a good self-help book, hiking, and meeting a friend for coffee. Ivette is very comfortable and familiar in her community, as she has nurtered a wide-range of frienships thoughout her 15 years living in Murrieta and her involvement in a local Christian Church.

Shannon Kohl

New Business Administrator

Shannon Kohl has been the New Business Administrator with Axiom Financial since December 2017. She has over 15 years of Administrative Management experience that spans across many industries. Her primary responsibility is to act as a liaison between our clients and the firms which serve as custodians of their assets and policies.

In this role, Shannon assists in the processing and tracking of client paperwork, including establishing new accounts, maintenance of accounts and service requests. Shannon's responsibilites also include many internal projects, and ongoing commitment to process improvements. This includes, utalizing technology to expland more efficient proceses, client share ability and internal procedures.

Shannon has been married for 10 years to her husband Rob and has a son and a daughter, ages 6 and 8. In her spare time she is “Team Mom” for her son’s baseball team, Secretary on her bowling league, and volunteer’s at her children’s school. She is also her daughter’s Costume Coordinator for her plays and her biggest fan.

Alexis Kemp

Marketing & Client Relations Director

Alexis Kemp as been with Axiom Financial since 2017 as the Marketing & Client Relations Director. In the new age of social media, Alexis has been running our social media generating posts to help educate our clients and provide relative insight into everyday financial matters.

Alexis loves to travel, and experience different cultures. She has lived in the mountains of Montana, lively streets of Hollywood, abroad in Sydney, Australia and Rio de Janeiro, Brazil. She loves to learn, and take on new adventures. This desire has led her to various of roles throughout her career. She had worked with a non-profit for two years, was a Children's & Youth Administrative Director at a Christian Church, a Special Events Coordinator, an Accountant at a DayCare, and has run marketing for church plants.

Alexis is convinced there is always beauty, goodness and truth to find in the world. Her current adventure is becoming a wife, as she is eagerly planning her wedding.

Nic headshot

 

Nic Simpson

Data Specialist

Nic Simpson has been the Data Specilist at Axiom Financial since January of 2018. At Axiom, he keeps our client profiles up-to-date and runs various reports to best service our clients. He is the husband to his beautiful bride Taylor, and is currently pursing his degree in Accounting. Nic met his wife while living abroad in Syndey, Australia attending an International Leadership School. 

Nic grew up in the midwestern state of Minnesota, but has been living in California for the last three years. In his spare time, Nic & his wife volunteer with the youth at their church in Murrieta.

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