Axiom Wealth Management Names Chief Strategy Officer, Promotes Client Experience Leader

Axiom Wealth Management (Axiom) has announced two leadership appointments as the firm continues to scale its operations and expand its advisory platform beyond $1 billion in assets under management. The firm named Daniel Ramsey as chief strategy officer and promoted Paige Pool to manager of team and client experience, moves that reflect Axiom’s focus on disciplined growth and long‑term organizational strength.

“Reaching a billion dollars in assets is a milestone, but it’s not the destination,” Jim LaPinska, chief executive officer at Axiom, said. “What matters is how we grow from here, in a thoughtful and intentional way that continues to serve our clients, advisors and employees well.”

As chief strategy officer, Ramsey will be responsible for overseeing Axiom’s strategic planning efforts, aligning initiatives across departments, and helping guide the firm’s next phase of growth. His role includes evaluating new opportunities, strengthening internal alignment and ensuring that expansion efforts remain consistent with Axiom’s fiduciary mindset.

“Daniel has a rare ability to connect big picture strategy with day‑to‑day execution,” LaPinska said. “He understands what it takes to grow an advisory business while keeping advisors focused on serving clients, which is what matters most. His leadership will be instrumental as we continue to scale.”

Ramsey brings 24 years of experience in financial services and has spent the last 15with Northwestern Mutual Wealth Management Company. A Blount County native, he earned a bachelor’s degree in economics and business management with a focus on organizational behavior from Maryville College. He also serves on the boards of Harbour’s Gate and Yoke Youth Ministries.

Alongside Ramsey’s appointment, Axiom promoted Paige Pool to manager of team and client experience, a role focused on advisor support, internal operations, and the consistency of the firm’s client experience. Pool joined Axiom Wealth Management in 2024 as executive assistant and advanced into a leadership role in 2026 overseeing team coordination and client experience initiatives. In her expanded position, she will focus on improving workflows, strengthening internal communication and supporting advisors so they can deliver a seamless experience to clients.

“Exceptional client experience doesn’t happen by accident, it’s built intentionally behind the scenes,” LaPinska said. “Paige has consistently demonstrated leadership, attention to detail, and a strong understanding of our teams. Her experience in high-pressure, client-facing environments has translated well to our organization, where she brings the communication, preparation, and consistency that are critical in a growing advisory firm. This role formalizes the impact she’s already been making.”

Before entering financial services, Pool spent several years in broadcast media, including roles as a meteorologist with WVLT and WBXX in Knoxville and chief meteorologist at WYMT in Hazard, Kentucky. Her background brings a unique perspective to Axiom’s leadership team.

The leadership changes reflect Axiom’s continued commitment to investing in its people as the firm grows. By strengthening leadership across both strategy and client experience, the firm is positioning itself to scale responsibly while preserving the culture and service model that distinguish it.

About Northwestern Mutual 

Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what’s most important. With nearly $700 billion of total assets¹ being managed across the company’s institutional portfolio as well as retail investment client portfolios, more than $38 billion in revenues, and $2.4 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 109 on the 2025 FORTUNE 500 and was recognized by FORTUNE® as one of the “World’s Most Admired” life insurance companies in 2026.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance). Not all Northwestern Mutual representatives are advisors. Only those representatives with “Advisor” in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services. 

¹ Includes investments and separate account assets of Northwestern Mutual as well as retail investment client assets held or managed by Northwestern Mutual.