Our Team

Meet the people behind Axim Planning & Wealth. Our fiduciary team works together across planning, investments, tax, and estate coordination to serve clients with clarity.

Matt Jadwisiak

Partner | CFO

Bret Loftis

VP – Northwest Market

Casey Stevenson

Partner | CEO

Kevin Miller

VP | Columbus Market

Jakob Ruby

Financial Advisor | Dayton Market

Giselle Casella

Chief Compliance Officer

Sarah Kim

Relationship Manager

Darren Leavitt

CFA | Chief Investment Strategist

Luong Pham

Founder | Partner Emeritus

Our Partners

We collaborate with trusted partners in tax, estate, and insurance planning to support a coordinated approach, helping clients address details and stay aligned today together.

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