Meet the Team

Our Firm’s History

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When Dan Laframboise and Greg Jackey came together to form Axion Wealth Advisors, it wasn’t just about building another financial firm. They envisioned a fresh, holistic approach to wealth management, rooted deeply in their years of expertise. With vast experience spanning real estate planning and traditional investments, their mission was clear: craft an exclusive advisory firm tailored for High Net Worth and Ultra High Net Worth families. They believed in delivering not just a service, but an unmatched experience.

Dive in and get to know the passionate team behind this vision.

Dan's headshot
Co-Founder

Dan Laframboise
Greg's Headshot
Co-Founder

Greg Jackey
Beverly's headshot
Partner

Beverly Robinson
Michelle headshot
Client Service Manager

Michelle Aarnes
Billy's headshot
Operations

Billy Delano
Client Service Manager

Leslie Hodgson
Dan's headshot

Co-Founder

Dan Laframboise

Dan has spent his entire life there, other than a few years going to school in Los Angeles. Since 2004, Dan has volunteered a significant amount of time to the largest Hospice in San Diego, The Elizabeth Hospice, as a Board Member. He is currently serving a second term as Chairman of the Board (2022-2024).

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Greg's Headshot

Co-Founder

Greg Jackey

Greg Jackey is a Co-Founder of Axion Wealth Advisors, and he started his career with Shearson Lehman Hutton in Rancho Santa Fe in 1987. He is an Accredited Portfolio Management Advisor (APMA) though the College of Financial Planning. Greg spent 15 years as a Regional Manager with a number of Investment firms including Citi/Smith Barney. With over 30 years of experience in the areas of management, investment consulting and financial planning, he appreciates his ongoing relationships with his valued clients.

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Beverly's headshot

Partner

Beverly Robinson

Beverly Robinson is a co-founder of the Jackey/Robinson Group. She has over 30 years of experience in financial services. She started her career with the Louisiana State Securities Commission in 1984, followed by Bank of America Investments, Wells Fargo Investments and Ameriprise Financial Services. She is a member of the Rancho Santa Fe Rotary Club, past Board of Directors for the Library Guild of Rancho Santa Fe, Future Legends, a non-profit college scholarship and mentor program.

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Michelle headshot

Client Service Manager

Michelle Aarnes

Michelle Aarnes grew up in Southern California, and she has over 30 years of experience in the financial services industry. Few people might know that Michelle attended Cosmetology School but ultimately decided it wasn’t the right path for her.

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Billy's headshot

Operations

Billy Delano

Billy Delano has been fully licensed in the financial industry since 2005. He graduated from San Diego State University in 2004 with a Bachelor of Science degree in Business Administration/Finance.

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Client Service Manager

Leslie Hodgson

Leslie has more than 30 years of experience in the financial services industry. She has built her career around making things easier for advisors, with a focus on efficiency, accuracy, and delivering exceptional service.

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CONTACT

Headquarters
6265 Greenwich Drive, Suite 150,
San Diego, CA 92122

(858) 630-8535
info@axionwa.com

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© 2024 Axion Wealth Advisors – all rights reserved
site designed, built, and maintained by Digital Storyteller