Navigate the complexity with strategy.
Employee benefits, corporate compliance, and retirement wealth distribution are notoriously complex systems. For employers, they represent a volatile cash drain and a regulatory minefield; for employees, they are a source of constant confusion.
We build the point of access. Driven by 25 years of financial discipline and backed by specialized institutional credentials (ChFC®, RICP®, CPFA®), Axcess Financial Group simplifies the entire corporate ecosystem. We deliver advanced self-funded plan design, aggressive cost-containment metrics, and continuous participant education. Let’s protect your bottom line and empower your workforce, adapting your frameworks seamlessly as your business and regional markets evolve.
Mark Zapatka, ChFC®, RICP®, CPFA®
Managing Partner
37 Years of industry experience
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Information regarding the qualifications and requirements to earn and maintain financial professional designations can be found here:
- Licensed in Life and Health
- Series, 6, 63 and 65 securities licensed
Areas of expertise: Areas of Expertise: Strategic Employee Benefit Plan Design, Healthcare Cost Mitigation Strategies, and Retirement Income Planning Services.
Check the background of this investment professional on FINRA’s BrokerCheck
Jamie L. Cox, ChFC®, CPFA®
Managing Partner
25 Years of industry experience
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Information regarding the qualifications and requirements to earn and maintain financial professional designations can be found here:
- Licensed Life and Health, Variable Insurance
- Series, 6, 63 and 65 securities licensed
Areas of expertise: Strategic Employee Benefit Plan Design, Self-Funded Insurance Design, Corporate Benefits Compliance.
Check the background of this investment professional on FINRA’s BrokerCheck
Michael Martinez, R.R.
Registered Representative
2 years of experience with Fidelity Investments
Information regarding the qualifications and requirements to earn and maintain financial professional designations can be found here:
- Licensed Life and Health, Variable Insurance
- Series, 6 and 63 securities licensed
Areas of expertise: Retirement Plan Education, Strategic Employee Benefit Plan Design, and Individual Financial Literacy.
Check the background of this investment professional on FINRA’s BrokerCheck
Kristina Baca, A.A.
Senior Client Service Manager
26 Years of industry experience
- Licensed in Life and Health
Areas of expertise: Resolving Insurance Claims, HR Workflow Support, and Employee Healthcare Guidance.
Maureen Cullen, B.A.
Operations Manager
27 Years of industry experience
- Licensed in Life and Health
Areas of expertise: Database maintenance and compliance, internal financial reporting, bookkeeping.
Jaden Cox
Intern
- Student at New Mexico State University
- Graduate of Hope Christian School, Albuquerque, NM