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Thomas M
Series 63, Series 66
Scottsdale, AZ
Axiom Founders Family Office
Thomas Marki is a financial advisor with Axiom Founders Family Office in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Axiom Founders Family Office since 2021 and at Axiom Risk Management, LLC since 2022. Marki’s activities include insurance production through Axiom Risk Management. Axiom Founders Family Office provides fee-based investment advisory and financial planning services to individuals, families, plan sponsors, and trusts. The firm uses a tactical allocation strategy incorporating fundamental and cyclical analysis and offers portfolio management alongside financial planning and personalized support.
Armando R
Series 66
Scottsdale, AZ
Axiom Founders Family Office
Armando Roman is a financial advisor with Axiom Founders Family Office in Scottsdale, AZ, holding a Series 66 license and 25 years of industry experience. He has previously worked at Independent Financial Group, LLC, and Axiom Financial Resources, Inc. Roman is also involved in tax preparation and accounting through his own firm, Armando G Roman, CPA, and serves as treasurer of the Arizona Hispanic Chamber of Commerce as well as chairman of the investment management committee for the Roman Catholic Diocese of Phoenix. Axiom Founders Family Office provides fee-based investment advisory and financial planning services to individuals, families, plan sponsors, and trusts, emphasizing tactical asset allocation that incorporates fundamental and cyclical analysis. The firm integrates portfolio management with personalized services, including a proprietary Founder’s Stress Test, and operates alongside affiliated entities specializing in insurance and business valuation.
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