Our Team
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.
Ben Cloud
Consultant
Ben joined Axia as a consultant in 2022 after graduating with a Bachelor of Arts in Finance with a minor in Economics from the University of Arkansas. Ben brings previous investments experience from an internship with Cloud Capital LLC., a registered investment advisory firm, and work as an economist for the Rebsamen Trust at the University of Arkansas, managing approximately $2.27M. Ben has also previously worked for M25:40, a nonprofit organization dedicated to providing clean water, nutrition, education, and sustainable agricultural development to Zambia.
Erik Leighton, MBA
Consultant
Dawn Morley
Vice President & Private Client Advisor
Laura Perry
Chief Compliance Officer & Operations
Keith Shadrick, AIF®
President & Senior Consultant
Robyn Shelley, CFA®
Investment Analyst
The Difference with Axia Advisory
Questions?
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20 East 91st Street, #202
Indianapolis, IN 46240
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888-609-2942
Local: 317-630-2800
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