About Axcess Financial Group
Our commitment to exceptional service is made at all levels of our organization. We understand insurance is complex. Strategy, administration, budgeting, education and ongoing review are the foundation of service for your organization.
Mark Zapatka, ChFC, RICP, CPFA, M.A.
Managing Partner
33 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.
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.
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.
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.
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
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