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Matt Beary, CFP, CSPG
Principal
Matt Beary specializes in providing comprehensive wealth management services to individuals and families with an emphasis on charitable planned giving and alternative investments. Matt has earned the Certified Financial Planner (CFP) designation and is a Chartered Mutual Fund Counselor (CMFC) and a Certified Specialist in Planned Giving (CSPG). He is an independent Registered Representative and Investment Advisor Representative with Girard Securities, Inc., Member FINRA/SIPC.
Matt began his career on the floor of the Chicago Board of Trade in the futures and options pits trading municipal Bonds, federal funds, and the Dow Jones Industrial Index for five years. He then joined Van Kampen Investments as a mutual fund specialist working in asset allocation, modern portfolio theory, and retirement plans. In 2001, Matt brought his institutional and trading experience to individual investors by joining Dee Gaynor as an independent financial advisor.
Matt earned bachelors degree in both History and Political Science from the University of Illinois where was also a decathlete. He still holds three school records and earned All Big Ten Conference Honors eight times. He was awarded the George Huff award for excellence in academics and athletics. Matt, his wife and two daughters reside in Newport Beach, California.
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Dee Gaynor, CFP
Principal
Dee Gaynor began her career in the investment field in 1972 working for a premier, regional brokerage firm. In 1992 she affiliated with a major, national investment firm made up of independent registered representatives. Dee is devoted to her clients and the idea of applying broad financial planning to forge deep long lasting relationships with them. She handles pre-retirement and retired clients and assists in helping them deal with estate and transitional strategies. Her expertise in stocks, mutual funds, taxable and tax-free bonds, fixed and variable annuities, insurance, asset management and money market funds makes Dee an asset to her clients and to Axis Advisors, Inc.
Dee earned her Certified Financial Planner designation through the College of Financial Planning in Denver, Colorado and her Personal Financial Planner designation from the University of California, Irvine. Dee is a securities-licensed Registered Representative and a Registered Investment Advisory Associate of Girard Securities, Inc., Member FINRA/SIPC.
Dee is married to Dick Gaynor and has two children and six grandchildren. She divides her time between residences in Laguna Niguel and La Quinta, California. |
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Joan Holmes
Operations Manager
Joan Holmes is Operations Manager at Axis Advisors, Inc. She is responsible for running the back office from facilities to accounting, as well as interacting with clients. With an excellent understanding of financial planning and investments, Joan is an additional resource for our clients. In 2007, Dee persuaded Joan to leave her position as the head of human resources for a private school after 10 years to join Axis Advisors. Joan is securities and insurance licensed, and she earned her degree in Consumer Sciences from Purdue University. CA Insurance Lic. #0F63150. Joan has a daughter and son, both of whom are in college, and lives in San Juan Capistrano, California. |
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