CEO & Director of Axim Wealth Management
With over 25 years in the industry, Luong is honored to help the individuals and families he serves pursue financial clarity as they employ a clear and disciplined approach to working toward their financial goals.
Prior to founding Axim Wealth Management, LLC, Luong was a Senior Vice President and Portfolio Investment Manager (PIM) at Wells Fargo Advisor. Luong earned his undergraduate degree from Wright State University, a Certified Financial Planner Curriculum Approved University.
Originally from Vietnam, Luong and his wife, Dr. Nancy Liu, make their home in Centerville, Ohio. Luong was a member of the U.S. taekwondo team for the 1988 Olympics, and continues to practice martial arts today. He also enjoys playing tennis, bowling and jet skiing in his free time.
CFO - Axim Wealth Management & Planning
After pursuing a degree in finance from LSU and University of Cincinnati, Matt embarked on a career that would propel him to a National Director level leadership position in the tech industry. While very successful, Matt’s true passion has always been wealth management and financial planning. Joining the Axim team was a perfect fit for Matt’s skill set.
Matt was a multi-sport varsity athlete in High School which led to him being recruited for multiple sports in College. Returning to Ohio to raise a family was a major draw brining him back to the area. Matt returned to his Lebanon Ohio roots after stepping down from senior leadership in the tech sector. Matt and his wife Angalynna are proud parents of their sons Ki and Junah.
Director of Planning - The Retirement Blueprint
Tim is the creator of The Retirement Blueprint™ and hosts the weekly show on NBC. With 30 years of planning experience and many national awards, Lofton has made an art out of taking the complicated of planning and making easy to understand and implement.
After earning his degree in finance along with 2 conference swim championships, Tim continued his education by earning the prestigious AAMS® Designation from the College of Financial Planning® as well as attending Wright State University and completing the Certified Financial Planner curriculum.
Lofton served for 15 years as an Army Infantry Officer in the reserves where he earned several awards and commendations. Additionally, he had a successful athletic career after college, competing in over 100 triathlons, 4 Ironman’s, 10 marathons, and a 50-mile ultra-marathon.
Outside of the office, Tim is active in numerous community organizations, serving as a 3-time Past President and executive board member for the Springboro Chamber of Commerce.
Tim resides in Springboro, OH with his wife Karrie and their 3 kids. Outside the office Tim enjoys coaching soccer and is also active in USTA & GMVTA Tennis Leagues throughout the year.
Director of Estate Planning & Probate - PSE
Brittany is an Associate at Pickrel Schaeffer & Ebeling in the firm’s Probate and Estate Planning Department. She has been practicing for over 5 years.
Brittany counsels’ clients of all ages to assure the clients intentions are clearly understood and carried out correctly. She understands that each family and their individual circumstances are unique and takes the time to understand each circumstance. Her goal is to provide the best advice from all different perspectives including tax, business, legal and long-term care options.
She effectively advises and administers probate estates for families, easing their stress during highly emotional times. She prepares Wills and advance directives including Durable Power of Attorney for Healthcare, General Durable Powers of Attorney and Living Wills. When families are faced with the need to appoint a guardian for a loved one, Brittany assists the family throughout all guardianship proceedings in Probate Court.
While attending Ohio State University, Brittany also received a Certificate in Dispute Resolution from Moritz College of Law. In addition, she was a Note & Comment Editor for the Ohio State Journal on Dispute Resolution.
Director of Tax Planning - Brackman CPAs
Matt is the owner of Bardon & Brackman CPAs and Business Advisors located in Centerville Ohio. He earned his Bachelor of Science in Business from Wright State University in 2001. He obtained his CPA and CFE certification during the 11+ years he was employed at an Ohio based regional accounting firm. Born and raised in the Dayton area Matt provides a wide variety of tax, accounting, and business consulting services for his clients.
Matt is a member of the American Institute of Certified Public Accountants, Ohio Society of Certified Public Accountants and the Association of Certified Fraud Examiners.
Matt lives in Centerville, Ohio with his wife Lisa and their 4 children.
He enjoys spending time with his family, vacations, and completing home projects.
Director of Operations & Client Experience
Axim Wealth Management
The smile you see when you walk in the door belongs to Shannon Turner. Shannon is the proverbial “glue” that holds it all together. An expert in operations, Shannon also manages the office, is insurance licensed, as well as maintains the logistics of making sure that we deliver on our promise of world class service and results.
Shannon is in the final phase of completing her accounting degree and will add to our tax expertise in the office.
Starting off her college career in nursing, Axim is proud to have snagged her away and our clients agree! Shannon is the proud mama of Aubrylin and enjoys travel and her extensive volunteering for Make a Wish Foundation.