We are proud of our experiences, education and certifications that shows our dedication to providing the best experience possible for our clients.

Richard N. Ambrose, CPA                                                                                                                   Principal, Wealth Advisor

Richard grew up in Southern California and earned a B.A. in Business Administration / Accounting from California State University, Fullerton. He obtained his Certified Public Accountant license while working at the International Accounting firm, Grant Thornton, LLP. Richard also holds a Series 65 Securities License. He is a founder and/or co-founder in several businesses and has over 25 years experience in business management and finance. 

Richard’s experience was earned while serving in the following executive management positions at various companies; Senior Vice President, Executive Vice President, Chief Financial Officer, President, and Board of Director. His responsibilities while serving in these executive roles included but not limited to; financial budgeting and forecasts, strategic planning, managing investment portfolios, tax planning, corporate finance, and risk management.  Richard provides valuable insight to Axia's clients by drawing upon his experience as a business manager and financial executive. 

Outside the office you will find Richard enjoying snow skiing, water skiing, fly fishing, mountain biking, kayaking, and hiking with his wife and two children.

C.J. Baxter, CFP®                                                                                                                                Principal, Wealth Advisor

A native of Central Oregon, C.J. graduated from Oregon State University with a bachelor’s of science degree in Business Finance and a minor in Economics.  C.J. is also a CERTIFIED FINANCIAL PLANNER™ and completed his course work through New York University.  As a CFP® C.J. has met the experience and ethical requirements of the CFP Board, and has successfully completed extensive financial planning coursework in the areas of professional conduct and regulation, general financial planning principles, education planning, risk management and insurance planning, investment planning, tax planning, retirement savings and income planning, and estate planning.  C.J. also holds the Series 65 license. Prior to his 10 year tenure in wealth management, C.J. was in the commercial real estate industry where he financially managed a substantial portfolio of commercial real estate for accredited investors, including retail centers and medical/dental office properties.  

C.J.’s proficiency lies in comprehensive retirement planning and portfolio management.  He finds great satisfaction in customizing portfolios for clients that parallel their unique investment goals through determining an investors need, ability and willingness to take market risk.  C.J. also has a focus in the 401(k) plan arena, helping business owners reduce their overall liability and maximize the effectiveness of the company’s plan.

In his spare time, you can find C.J. sitting behind a drum set during a jam session, wakeboarding, or mountain biking on one of the many trails in Central Oregon. C.J. also enjoys traveling and spending time with his two daughters, Sutton and Blake.

Isabella Ramon                                                                                                                                 Associate Wealth Advisor

Isabella grew up in Houston, Texas and visits family in Chicago, Illinois often. Isabella graduated from Texas Tech University in Lubbock, Texas with a Bachelor’s of Science in Personal Financial Planning, Magna Cum Laude, the #1 Ranked Personal Financial Planning Degree Program according to Wealth Management's data centric ranking – October 2019. Isabella completed extensive coursework in retirement planning, income tax planning, risk management & insurance planning, investment planning, wealth management, estate planning, legal & regulatory aspects of financial planning, professional technology in personal financial planning, and financial goal strategies to name a few. Through her degree program, Isabella has completed over 27 hours to satisfy the education requirements set by the CERTIFIED FINANCIAL PLANNER™ Board of Standards, and has also passed the Series 65 exam.

 Isabella brings her previous experience as a Financial Advice Intern for Vanguard. She participated in their highly selective summer internship program at their Scottsdale campus. The program allowed her to collaborate with financial advisors and assist in brainstorming multiple solutions for the client. She served as a Peer Financial Coach for Texas Tech University’s Red to Black® Peer Financial Coaching program and provided individual financial coaching to fellow TTU students on topics such as: credit, budgeting, & student loans. She has also served as a Volunteer Income Tax Assistant preparing tax returns for people in the community as a licensed Advanced Tax Preparer. In Isabella’s most recent role as a Financial Planning Associate, she brought her past experience together to create comprehensive turn-key financial plans to clients.

In her free time, you can find Isabella discovering new restaurants, enjoying a cortado at a coffee shop, exploring museums, visiting her local gardening center, traveling, and spending time with friends & family.