Benefit from the Expertise at
Axcess Financial Group
Insurance, investments, and retirement planning can get complex, but we’re here to simplify it. With our expert guidance, rooted in years of experience, we offer streamlined strategies, budget-friendly advice, and continuous education. Let’s navigate your financial needs, adjusting seamlessly as your needs evolve.
Mark Zapatka, ChFC, RICP, CPFA, M.A.
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: Retirement plan designs and advisory services, industry trend interpretation, health care trend and cost projections, and heath care advocacy service.
Check the background of this investment professional on FINRA’s BrokerCheck
Jamie L. Cox, ChFC, CPFA, B.S.
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: Self-funded insurance technical design, employee benefit plan compliance, risk identification consulting, retirement plan design and advisory services, and heath care advocacy service.
Check the background of this investment professional on FINRA’s BrokerCheck
Michael Martinez
Financial Advisor
2 years of experience with Fidelity Investments
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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: Retirement plan advisor, financial education, investment management, personalized retirement strategies and participant education.
Kristina Baca, A.A.
Senior Client Service Manager
26 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
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