About Axcess Financial Group

Our commitment to exceptional service is made at all levels of our organization. As a local, privately held organization, Axcess Financial Group is able to quickly respond to our clients’ needs without the limitations of a large corporate structure.

 

Mark Zapatka, ChFC, RICP, CPFA, M.A.

Mark Zapatka, ChFC, RICP, CPFA, M.A.

Managing Partner

31 Years of industry experience

  • Licensed in Life and Health
  • Series, 6, 63 and 65

Areas of expertise: Retirement plan designs and advisory services, strategic industry trend interpretation, managed care, trend and cost projections

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Jamie L. Cox, ChFC, CPFA, B.S.

Jamie L. Cox, ChFC, CPFA, B.S.

Managing Partner

20 Years of industry experience

  • Licensed Life and Health, Variable Insurance
  • Series, 6, 63 and 65

Areas of expertise: Self-funded insurance technical design, employee benefit plan compliance, risk identification consulting, retirement plan design and advisory services

Check the background of this investment professional on FINRA’s BrokerCheck

Kristina Baca, A.A.

Kristina Baca, A.A.

Senior Client Service Manager

22 Years of industry experience

  • Licensed in Life and Health

Areas of expertise: Escalated claim experience, HR process & project management, employee consumerism education, ACA and HIPPA compliance, channel navigation

Maureen Cullen, B.A.

Maureen Cullen, B.A.

Operations Manager

24 Years of industry experience

  • Licensed in Life and Health

Areas of expertise: Database maintenance and compliance, internal financial reporting, bookkeeping

Stephanie Hustead, A.A.S.

Stephanie Hustead, A.A.S.

Office Manager and Service Coordinator

12 years of industry related experience

  • Licensed in Life and Health

Areas of expertise: Interoffice & client communication, development of renewal and new group documents, strategic consolidation/expansion of plans

Jim Whitson, B.U.S.

Jim Whitson, B.U.S.

Managing Partner, Executive Benefits

40 years of experience

  • Licensed in Life and Health

Areas of expertise: Key executive and multi-life underwriting, buy-sell, continuation and disability income planning, long term care planning

Mike Voegele

Mike Voegele

Managing Partner, General Liability and Workers Compensation

14 years of experience

  • Licensed in Life and Health, Property & Casualty

Areas of expertise: Premium recovery audits, workers compensation planning, professional liability & bonds