The word “Axia” is derived from the ancient Greek vocabulary and translates in English to mean “value.” These words are at the very core of what we do and who we are as investment professionals. Our clients have come to expect and receive value from their relationship with our firm. Today’s investor is inundated with information that is often intended not to inform or empower, but to influence or sell. We are your advocate and pledge unwavering objectivity that results in true consultative solutions.
We understand the value and worth of our impartiality. Our role as fiduciaries requires us to objectively act on behalf of our clients. Thus, we assist investors and plan sponsors with decisions they must make in order to fulfill their goals. We are completely independent of all financial services firms and have no relationships that could cloud our objectivity or influence the services we provide our clients. Our independence is our most important credential.
Vice President & Consultant
Matt Fleck is Vice President of Axia Advisory and joined the firm as a Consultant in 2009. As a Consultant, Matt assists clients with all facets of their retirement plans, including: plan design, investment due diligence, performance reporting, fee benchmarking and participant education. Prior to joining Axia, Matt helped build a successful defined contribution team at a national financial services firm. Matt was born and raised in Indianapolis and is a graduate of DePauw University where he studied Economics and Psychology.
Steve Lansing, CEBS
Steve formally joined Axia in 2015 as a Consultant; however, he has served as an adjunct Consultant for the firm since 2000. Steve earned a Bachelor of Science in Agricultural Economics from the University of Wisconsin-Madison. He’s a Chartered Life Underwriter (CLU) and a Certified Employee Benefit Specialist (CEBS), a designation conferred upon him by The Wharton School of the University of Pennsylvania. He has also completed a variety of professional advancement courses, including: the “Callan College” Center for Investment Training course, Stanford University Law School’s Fiduciary College, Wharton’s Pension Funds and Money Management Program and the Center for Fiduciary Studies’ Consultants Certification Course. Steve has also served as an expert witness in Federal Court in matters relating to ERISA litigation.
Erik Leighton, MBA
Erik joined Axia as a Consultant in 2017 after 15 years of investment analysis and portfolio management experience with a national insurance company. Prior to his recent investment background, he managed a regional bank’s management training program. Erik earned a Bachelor of Arts in Economics from DePauw University and an MBA with a concentration in finance from Butler University. Erik lives in Fishers with his wife Melinda and their two children, Rachel and Ryan.
Vice President & Private Client Advisor
Dawn joined Axia Advisory in 2012. Prior to joining Axia, Dawn served as Chief Investment Officer and Trust Manager for a regional bank in Bloomington, Indiana. Following the acquisition of the bank by a larger institution, Dawn became an Investment Officer and provided financial services to high net worth individuals. Dawn earned a Bachelor of Arts degree in Economics from DePauw University as well as an MBA from Butler University. In addition to her professional expertise, Dawn has served in leadership roles on not-for-profit boards including the Fine Arts Society of Indianapolis and the Hoosier Hills Estate Planning Council.
Chief Compliance Officer & Operations
Laura joined Axia Advisory in 2002 having previously worked for a large financial plan organization. She is a graduate of Indiana State University. Her experience is varied having previously worked for an insurance company, money management firm and large national bank. Laura has extensive experience in investment analysis, client account management and performance reporting. Laura lives in Indianapolis with her husband Todd and their two children, Lizzie and Chris.
Keith Shadrick, AIF®
President & Senior Consultant
Keith is the founder of Axia Advisory Corporation and has responsibilities in the areas of consulting, client service, strategic planning and firm management. Keith grew up in New Castle, Indiana and graduated from Hanover College with a Bachelor of Arts in Economics. Prior to founding Axia, Keith was a registered principal of a national broker/dealer. Keith is a graduate of Callan’s Center for Investment Training, an educational forum focusing on fiduciary responsibility, investment policy, and the monitoring and controlling of an institutional investment program. In addition, he is a past president of The Revere Coalition, which is a consortium of independent consulting firms that provide conflict-free counsel to plan sponsors.
Robyn Shelley, CFA®
Robyn rejoined Axia Advisory in January 2006, having previously worked for the company from 1998 to 2000. Robyn graduated with distinction from Indiana University with a Bachelor of Arts in Economics. Prior to rejoining Axia, Robyn was an analyst and member of the partnership group within a large Chicago based money management firm. Robyn is a member of Phi Beta Kappa and has earned the right to use the Chartered Financial Analyst (CFA) designation.
The Difference with Axia Advisory
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