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
30 Years of industry experience
Mark provides employee benefits consulting and brokerage services for AFG clients in the Southwest. Mark holds his Series 6 & 63, life, health and variable insurance licenses. Prior to founding Axcess Financial Group, Mark was an account executive with several local and national insurance companies, where he worked with many local and large national employers and self-funded plans. Mark holds a B.S of Business Administration degree from the University of New Mexico, a Masters of Human Relations and Organizational Behavior from the University of Phoenix, is a Chartered Financial Consultant and Retirement Income Counseling Professional.
Jamie L. Cox, ChFC
18 Years of industry experience
Jamie provides employee benefits consulting and brokerage services for AFG clients in the Southwest. Jamie holds her Series 6 & 63 securities licenses, life, health and variable insurance licenses. Prior to joining Axcess Financial Group, Jamie was an Advisor with a national retirement plan provider, where she worked with local and large national employers. Jamie holds a B.S. of Business Finance degree from Colorado State University and is a Chartered Financial Consultant. Jamie is also a Board Director for a Colorado based organization.
Senior Client Service Manager
20 Years of industry experience
Kristina provides day-to-day employee benefit account management for clients. She specializes in insurance carrier operations and employee benefits administration. Kristina holds a life and health license. Prior to joining Axcess Financial Group, Kristina was a Retention Service Coordinator for QualMed Plans for Health/Cimarron Health Plan specializing in contract development, claim resolution, service consulting, broker communication, commercial group communication & database development. Kristina currently holds an A.A. in Office Technology and is currently working toward her B.A. in Human Resource Management.
22 Years of industry experience
Maureen is responsible for the internal operations for Axcess Financial Group including, marketing, database maintenance, bookkeeping and special projects. Maureen holds a life and health license. Prior to joining Axcess Financial Group, Maureen worked as a Director of Service/Project Management for 17 years at Cigna Healthcare/Lovelace Health Plan. Maureen was responsible for overseeing the Service Department, website development and project management.
Office Manager and Service Coordinator
10 years of industry related experience
Stephanie recently joined Axcess Financial Group as Office Manager and Service Coordinator. Stephanie holds a life and health license. Stephanie earned an A.A.S in Business Administration and is working on her B.B.A. from University of New Mexico. Stephanie brings 8 years of experience ranging from customer service to extensive administrative coordination. Her energy and quick learning will serve the clients of Axcess Financial Group well into the future.