Paul D. Axberg, CFP®, CPA, PFS
  • B.S. (Cum Laude, Accounting), St. Cloud University
  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP®)
  • Registered Principal, INVEST Financial Corporation
    (Series 7, 24 and 63 licenses)
  • Investment Advisor Representative (Series 65 license)
  • Life and Variable Insurance licenses
  • Successful entrepreneur in several financial planning
    practices in the Sun City community
  • Native of Iron Mountain, Michigan (Upper Peninsula)
  • Member, American Institute of Certified Public Accountants (AICPA)
  • Member, Arizona Society of Certified Public Accountants (ASCPA)
  • Member, Greater Phoenix chapter of the Financial Planning Association
  • Ed Slott Elite IRA Advisor
Brian E. Frick, CPA
  • B.S. (Accountancy), Arizona State University
  • Certified Public Accountant (CPA)
  • Registered Representative, INVEST Financial Corporation (Series 7, 63 and 65 licenses)
  • Life & Variable Insurance Licenses
  • Former Owner/Operator, AccuServe, Inc., Tax & Accounting Services
  • Member, Arizona Society of Certified Public Accountants (ASCPA)
    Wayne H. Taylor, JD
    • B.S. (Business Administration), Brigham Young University
    • JD (Law), Valparaiso University School of Law
    • Owner/Operator, Taylor Law Firm
    • Licensed Attorney (Arizona & Texas)
    • Member, Arizona State Bar
    • Member, Texas State Bar
    • Member, National Academy of Elder Law Attorneys
    • Certified Fiduciary, Arizona Supreme Court
    • Certified Document Preparer, Arizona Supreme Court
    • Registered Representative, INVEST Financial Corporation
      (Series 6 and 63 licenses)
    • Life & Variable Insurance Licenses
    Sam Bridwell
    • Prime Wealth Advisors, Service & Office Manager
    • Associated Person of Invest Financial Corporation
    Mona Henderson
    • Prime Wealth Advisors, Assistant to Paul Axberg
      and Orion Willis
    • Associated person of Invest Financial Corporation
    Orion K. Willis, ChFC, CLU
    • Chartered Financial Consultant (ChFC), The American College
    • Chartered Life Underwriter (CLU), The American College
    • Registered Principal, INVEST Financial Corporation
      (Series 7, 24 and 63 licenses)
    • Investment Advisor Representative (Series 65 licenses)
    • Life and Variable Insurance licenses
    • Former Host, "30-Minute Financial Edge", KXAM radio
    • 5th generation Arizonan
    • Successful entrepreneur in several financial planning
      practices in the Greater Phoenix area
    • Member, Greater Phoenix chapter of the Financial Planning Association
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