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Disrupting The Financial World With Humanity.
Tim Lofton has made it his mission to help others become financially independent, and with his extensive experience in the industry, he is well qualified to do so. Tim’s journey began with a loving family, but money was sparse, so he understood the meaning of the word struggle from an early age. Throughout his early adulthood, Tim developed a strong work ethic, seeking high-paying careers and equating money with success. He lived a life striving for excellence so he wouldn’t have to suffer financially in adulthood the way he had in childhood. As he matured, Tim began to question what was driving him and realized it was one thing: freedom.
Tim began his career in financial services at a large corporate firm and then another, and then he realized that the cookie-cutter formula they offered did not fully serve his clients. The one-size-fits-all plans worked in the firm’s best interest, not the client’s. He realized that for his clients to truly benefit from his knowledge, Tim would have to forge a new path, disrupting the financial world with humanity and launching a fiercely independent practice, Axim Planning & Wealth. Now leading with integrity and grit, Tim and his team have built a practice that puts their clients at the core of their work, and they have made it a priority to help ensure people feel safe in retirement with a steady, reliable income.
With a straightforward approach, our team at Axim Planning and Wealth values our clients, their stories, and their dreams. That’s why we design financial plans uniquely tailored for the individual, with their lifestyle and dreams in mind. Tim has experienced his hardships, found resilience, and now puts those skills to work, helping others make their money work for them. Our goal is to help you rise to your full potential in retirement and reach your dreams.
TIM LOFTON
Matt graduated from the University of Cincinnati with a BBA in Finance. Matt attended Lebanon High School where he was recognized nationally for his athletic ability. Matt takes that same level of commitment to provide world class service while leveraging his background in Finance to assist clients.
After managing the U.S. & European markets for an industry leading enterprise software company, Matt made the transition to financial services and corporate leadership with the firm.
As CFO at Axim Wealth Management, Matt holds a key leadership position in the day-to-day operations of the company. Matt has also taught retirement planning at local colleges.
Matt and his wife Angel have two kids which is also a full-time job.
MATT JADWISIAK
Bret discovered his passion for finance and economics while pursuing his degree & playing football at Portland State University. He began his career in 2005 with a large financial services firm where he quickly excelled in helping clients with retirement planning and solutions. In 2009 Bret made it his mission to find superior financial products & strategies that better fit both people in retirement as well as those planning to retire. That mission ultimately brought him to Axim.
Bret is fueled by his desire to provide value and serve others; he is passionate about learning and continuing to grow in his expertise. Loftis has received multiple national awards for excellence in the financial services industry. Bret takes an ‘education-based’ approach with clients as he strives to make sure the plan is not just a great fit, but also understood.
Outside of work, Bret loves to play with his two girls, coaches various sports, mountain bikes, travels with his family, and volunteers in the community and at his church. He resides in Meridian, ID with his wife Angela and their two daughters, Evera, & Araya.
BRET LOFTIS
Luong is honored to help the individuals and families he serves pursue financial clarity as they employ a clear and disciplined approach to working toward their financial goals. He combines his deep care for those he serves with an analytical approach to portfolio management, helping to simplify the complex world of business and retirement planning for his clients.
Prior to earning his bachelor’s degree from Wright State University and founding Axim Wealth Management, LLC, Luong was a Senior Vice President and Portfolio Investment Manager (PIM) at Wells Fargo and ranked among the top money managers in the country.
Originally from Vietnam, Luong and his wife, Dr. Nancy Liu, make their home in Centerville, Ohio. Luong was a member of the U.S. Olympic Taekwondo Team for the 1988 Olympics and continues to practice martial arts today.
LUONG PHAM
Sarah is our relationship manager at Axim and uses her expertise to assist clients with their day-to-day needs. Sarah has a passion for our clients and a meticulous eye for detail.
Sarah is originally from New Jersey and received her BS from Rutgers University. She was brought to Ohio shortly after graduation to pursue a management position within the veterinary field and has gained over 10 years of customer service and management experience.
With extensive knowledge gained in the financial services industry, Sarah is a key contributor to solutions in the ever-changing marketplace.
A world traveler, visiting over 20+ countries, Sarah has embraced interacting with new people and exploring new cultures.
Sarah enjoys spending her time with her husband Brandon and their dogs in Liberty Township.
SARAH KIM
Our Partners
Darren has been working in the financial markets for over 20 years, primarily as a buy-side institutional investor. He has provided multiple investment solutions to clients utilizing his extensive knowledge of the public and private global markets. Darren has created growth-oriented equity portfolios, fundamental tactical asset allocation models, passive asset allocation models, and developed quantitative strategy solutions for clients. Throughout his career, Darren had held a variety of senior positions including Chief Investment Officer, Chief Financial Officer, Portfolio Manager, Senior Analyst, Senior Trader, at Foundations.
Darren received his BS in Finance from DePaul University and an MS in Financial Markets and Trading from the Illinois Institute of Technology. Darren is a CFA charter holder and is a member of the CFA Society of San Francisco. He has also been a member of both the San Francisco and Chicago Security Traders Associations.
Outside of work, Darren enjoys spending time with his two sons, Cole, and Declan. He is an avid Thoroughbred racing fan. His other interests include art, golf, travel, and cooking.
Our mission is to take care of our client’s tax, accounting, and financial needs. We are here to worry about the details so that our clients can worry about their businesses and families.
Matt earned his Bachelor of Science in Business from Wright State University in 2001. He spent over 11 years with an Ohio based regional accounting firm and over 5 years with a local firm prior to joining Gary Bardon CPA, Inc. to form Bardon & Brackman CPAs and Business Advisors.
Born and raised in the Dayton area Matt provides a wide variety of tax, accounting, business consulting, and financial planning for his clients. His primary focus is serving privately owned businesses and their owners, financial statements, tax compliance and planning.
Matt is a member of the American Institute of Certified Public Accountants, Ohio Society of Certified Public Accountants, and the Association of Certified Fraud Examiners.
Jeff McCroskey graduated from University of Cincinnati with a degree in accounting (BBA, 1983), University of Dayton School of Law (JD, 1988) and Harvard Business School (OPM, 1993). Jeff also earned a certificate in Personal Financial Planning from Xavier University (2017).
After graduating from law school, Jeff represented small to medium size enterprises on a variety of legal matters, including entity selection, entity formation, capital structure planning, capital raises, residential and commercial real estate, shareholder disputes, employment matters, M&A and business contract drafting and negotiations.
Jeff joined NCR Corporation in 1994 as a Director of Global Strategic Planning, Alliances & Channels for the NCR Banking Division where he and the team managed a portfolio of more than one hundred global “partners” spanning the alliance spectrum from suppliers to equity joint ventures. In 1997, Jeff was asked to move to London, England. In London Jeff was appointed Managing Director of Global Alliances & Channels for NCR’s Banking Division.
Jeff returned to the United States in 1999, when the NCR CFO asked him to lead NCR’s Corporate M&A organization for Banking, Retail & Services Industries, where he was responsible for the end2end targeting, origination, synergy modeling, due diligence, closing and post – close-integration.
For the past 14 years Dane Harding has assisted both high net-worth and business owners mitigate risk through insurance planning. Dane left a large insurance company to start his own practice after recognizing the industry miss of a “one size fits all” product offering. With over two thousand clients and a 98% retention rate, Dane has demonstrated that going the extra mile, being responsive and creating customized solutions as an independent agency, is the way to create long lasting relationships.
The company’s goal is to first provide award-winning service to our clients. We protect family and business assets and income streams by thoroughly reviewing their insurance needs and making them feel like family in the process.
Dane graduated “Magna Cum Laude” from Wright State University with a BS in Criminal Justice and with a minor in Chinese. He enjoys spending his private time flying as a private pilot and as a certified SCUBA diver, having dived on the Great Barrier Reef in Australia, in Fiji, and other tropical paradises. He lives with his wife, Dr. Desiree Harding, in downtown Cincinnati.
Finding Your Independence.
Forging A Holistic Path To Independence.
Testimonials
I’ve been able to send them just a text or make a quick phone call and they’ve been very, I mean, very prompt in responding and very on point with their responses and they’ve been very helpful.
They don’t just know us, they know what’s important to us and they have put together a model where we can pursue what is important to us in our retirement … and still stay within
our means.
Tim Matt, and Luong, they’ve come across to me as a uh team of professionals, competent, friendly, uh they uh they know what they’re doing and in general, uh very approachable.
I have that a plan is in place to achieve what I want to achieve. That it’s being managed that it’s being monitored. It’s not static, it’s living and it’s dynamic.