About Axcess Financial Group

Our commitment to exceptional service is made at all levels of our organization. We understand that insurance, investments and retirement plans are complex. Strategy, administration, budgeting, education and ongoing review are the foundation of the services we provide.

 

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

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

Managing Partner

36 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

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

Information regarding the qualifications and requirements to earn and maintain financial professional designations can be found here:

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

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

Managing Partner

22 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

Information regarding the qualifications and requirements to earn and maintain financial professional designations can be found here:

Kristina Baca, A.A.

Kristina Baca, A.A.

Senior Client Service Manager

23 Years of industry experience

  • Licensed in Life and Health

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

Maureen Cullen, B.A.

Maureen Cullen, B.A.

Operations Manager

25 Years of industry experience

  • Licensed in Life and Health

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

Stephanie Hustead, B.A.

Stephanie Hustead, B.A.

Office Manager and Benefits Specialist

7 years of industry experience

  • Licensed in Life and Health

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

Mike Voegele

Mike Voegele

Managing Partner, General Liability and Workers Compensation

15 years of experience

  • Licensed in Life and Health, Property & Casualty

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