Meet Our Team

Jasmita "Jessie" Patel, CLU^®, LUTCF

Financial Advisor

Jasmita "Jessie" Patel, CLU®, LUTCF, has over 16 years of experience in the financial services industry serving clients all over the United States. Jessie’s approach to financial planning is centered around understanding her clients’ individual financial goals and is passionate about creating comprehensive financial solutions to help address their overall goals. She takes the time to listen to her clients and provides guidance to help them make informed decisions. Jessie spends much of her time in the areas of wealth management, estate planning, retirement planning and business planning for affluent individuals and families, executives, and business owners.

Jessie is an Investment Advisor with Eagle Strategies LLC, a Registered Investment Adviser and a New YorkLife company. Her association with Eagle Strategies allows her to provide financial planning services and fee-based investment advice to her clients.

Over the course of her career, Jessie has earned numerous industry awards, including a Qualifying Member of ^*the Million Dollar Round Table from 2007-2022. Jessie is also a member of the National Association of Insurance & Financial Advisors.

Jessie grew up in Southern California and earned her Bachelor of Arts degree with emphasis in Marketing and Management from Chapman University in Orange, California. Jessie also holds a LUTCF degree from the American College and is certified in Long Term Care planning.

Outside of work, Jessie enjoys spending time with her husband Kunal and their family, traveling, hiking, and volunteering in her local community. She is committed to giving back and helping those in need.

Scott Schultz

Financial Services Professional

Scott has been in the financial services industry since 2009, starting with New York Life where he was the Orange Coast General Office’s Rookie of the Year. Previous to that, he spent 11 years in the private equity finance field. Scott holds his FINRA Series 6 and 63 securities licenses, health, life and disability insurance licenses and believes in lifelong learning to increase his knowledge in all facets of his professional development.

Scott is very active in the community, where he believes that purpose and passion allow him to work with the best clients in the world. Scott is the Chairman of the Hyundai Cancer Center’s Advisory Committee at Children’s Hospital Orange County (CHOC). Chairman of the Board for Leadership Tomorrow Orange County, past Board of Directors for the Greater Irvine Chamber of Commerce (where he was Member of the Year and Ambassador of the Year in 2016) and City Council appointed member for the City of Irvine’s Child Care Committee. Scott also served the last 4 years as Community Services Commissioner for the City of Irvine and coached his son’s AYSO Soccer and Little League Baseball teams.

In his free time, Scott enjoys cooking and traveling with his wife Rachelle and son Matthew. Scott is a graduate from California State University, Long Beach.

Scott Vitebskiy

Financial Advisor

As a New York Life Agent, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities.  In fact, that's one of the reasons I joined the company back in 2011.  After 5 years working as a Vacation Coordinator in the Hospitality Industry, I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me to do right by them.

Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative.  If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through New York Life Insurance Company.  In addition to my many years of experience, I hold a Bachelor's Degree from California State University Fullerton and have participated in New York Life's well-known training program, NYLIC University.  Of course, my background isn't really the one that matters. To be the best possible agent, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important first step.  So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.

Ivette Bedolla

Director of Client Services, Jeffrey Czerwinski

Ivette Bedolla has been a part of the Axiom Financial team since September of 2014. Prior to Axiom Financial, her background was in real estate and the bail bond industry. During her time at Axiom, Ivette has developed a curious mind to expand her knowledge of insurance and investments.

As the Director of Office Management, Ivette’s main objective is to provide administrative and operational support to our team in many areas of our financial planning practice by working side by side with our experienced professionals and financial advisors to help clients meet their financial goals.

Ivette is a compassionate individual who enjoys helping others. Her experience as a mother of four beautiful children makes her a great tool in problem-solving, and identifying and uncovering client needs. Her favorite leisure activities include reading a good self-help book, hiking, and spending time with family and friends. Ivette is very comfortable and familiar in her community, as she has nurtured a wide-range of friendships throughout her 21 years living in the Murrieta/Menifee area and her involvement in a local Christian church.

Shannon Kohl

Director of Financial Strategies, Jeffrey Czerwinski

Shannon Kohl has been the New Business Administrator with AxiomFinancial since December 2017. She has over 18 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 responsibilities also include many internal projects, and ongoing commitment to process improvements. This includes, utilizing technology to expand more efficient processes, client share ability and internal procedures.

Shannon has been married for 15 years to her husband Rob and has a son and a daughter, ages 11 and 14. In her spare time she is traveling with her son’s baseball team and her daughter’s Club Volleyball team. She enjoys stand-up comedy, concerts and the occasional “date night” with her husband.

BRYTON CZERWINSKI

REGISTERED SERVICE ASSISTANT

Bryton is a Registered Service Assistant at Axiom Financial where he provides back-office support to the team. After recently joining the industry in 2022, Bryton is passionate about developing meaningful client connections and is excited to finally be a part of the Axiom family.

Bryton had a strong start to the financial industry, working for a Registered Investment Advisor (RIA) based out of San Diego. There, he was commended for displaying strong competence in the areas of customer service, adaptability, and team chemistry.

Bryton obtained a Bachelor of Science in Finance from California Baptist University, and currently holds Licenses in both Life & Health Insurance. He recently passed his Series 7 exam, further solidifying his expertise in the securities industry. Now, he is preparing for the Series 66 exam, demonstrating his commitment to continuous professional development.

Bryton lives with his family in the Nashville area and has a passion for a multitude of hobbies, often revolving around listening to music, performing on the drums, and playing basketball.