The Axiom team — experienced, seasoned, and committed to your success
Axiom’s team of professionals takes care of the intricate details so advisors can spend more time with their clients, listening to their needs and concerns as they develop life-long relationships. We listen, we understand, we make it work. All so you can prosper.
Dean Rager, President
As President of Axiom since its inception, Dean presides over every aspect of the company, its future development and compliance oversight.
Dean has served as an Executive team member of several broker-dealers. He also served as Chief Information Officer for the ING Advisors Network where he oversaw technological infrastructure. Dean completed a Bachelor of Science degree in business administration and human resource management and received a Master of Science in computer information systems from the University of Phoenix. Dean holds Series 7, 24 and 66 licenses.
Wes Strode, CFA®, Senior Portfolio Manager
As the Senior Portfolio Manager, Wes is responsible for the management and oversight of all Axiom strategist model portfolios, including model design, construction and management of all Portfolio Design Advisor (PDA) strategies. Wes also assists financial advisors with portfolio selection and custom research and analysis.
Wes has a master’s in financial management and has held investment analysis, management, and other positions at several financial services firms including State Street Bank &Trust and Old Mutual Capital. Wes received his CFA® Charter in 2010.
Paul Knipping, CFA®, Portfolio Manager
As Portfolio Manager, Paul is responsible for the management
and oversight of all Axiom strategist model portfolios, including
model design, construction and management of all Portfolio
Design Advisor (PDA) strategies. Paul is also responsible for
performance reporting and model maintenance. He also assists
financial advisors on various research projects and custom
Paul attended the University of Colorado where he studied
finance and has held positions in investment banking, mutual
fund analytics, and equity trading with large financial institutions
including Oppenheimer Funds and Lipper. Paul received his CFA®
Charter in 2014.
Eric M. Rubin, Senior Managing Director
Eric will be spearheading Axiom’s relationship with registered investment
advisors as well as being responsible for strategic initiatives and
partnerships. Eric has extensive knowledge in sales, marketing,
and operations and understands the challenges that registered
investment advisors face. He will help develop, enhance and grow
Eric has been in financial services for more than 28 years. Most
recently, Eric served as the CEO of a western based RIA with 8 offices across the country. Before that, Eric
served as President and one of the founders of American
Independence, a boutique investment management organization.
Eric has also held senior leadership positions at Mercantile Trust
Company, ING Fund Services, ING Financial Partners, DST
International, First Data Investor Services, and Banc One
David Browning, Vice President of Business Development
Dave's primary focus is helping financial advisors with Axiom's Broker Dealer relationships
become more successful, with a healthier work/life balance. He is the Broker Dealers' and their
advisors' AUM Growth Partner, with ideas and programs for generating prospects, and closing
and managing fiercely loyal clients. Dave's record of creating advisor success comes from more
than 30 years of financial services experience, with a wide variety of investment, product,
technology, and best practices knowledge. With both the Broker Dealers and their advisors,
Dave starts by listening - this way he knows how best to help these advisors and BD's reach
levels of success that are well beyond their expectations.
Through extensive advisor sales and behavioral finance research, Dave developed a highly
compelling and effective key value statement for advisors. He also created highly successful
prospect lead generation and closing systems, which are enjoyable and result in the advisor
selection decision being a natural and self-evident next step for these prospects. Nationwide,
Dave is in extremely high demand as a speaker for both advisor groups - with AUM growth
training - and for directly helping advisors move large gatherings of prospects to successful
closes. David earned a B.S. in Accounting from Oral Roberts University in 1983, and holds a
Series 65 securities license.
Pam Reichert, Director of Operations
As Director of Operations, Pam oversees the operations team.
Pam is responsible for her team’s implementation of
management policies and procedures and assures the smooth
and accurate functioning of all aspects of operations. Pam
manages multiple custodian relationships, bridging the
technological gap operationally including the intricate
complexities of billing.
Pam has been serving as an operations expert in the financial
advisory and broker dealer community for over twenty years. She
began with a highly successful advisor managing the entire office
from client contact, model management and financial planning.
Pam moved on to the highest level of operations and has served
her past twelve years as the Director of Operations for
overlapping entities including Portfolio Design Advisors. Pam
holds Series 7, 24 and 66 licenses.