Raising the Bar on Case Administration
Axos Fiduciary Services® is a technology-driven professional fiduciary case management company. Since 1994, we've leveraged deep experience and innovative technology to provide solutions for all fiduciary and advisory matters, regardless of how large or complex.
With a team of accomplished industry experts, we bring order and confidence to complex and often time-consuming tasks. We have a proven track record of helping professional fiduciaries and advisors save time and money with an integrated software and banking platform.
We're confident you'll see how our relentless focus on your success raises the bar in professional services. We'll deliver what you need, when you need it, and take the extra steps to help you work through any challenge.
Marchand Boyd
Head of Global Fiduciary Banking & Services
Marchand Boyd focuses his decades-long Fiduciary banking and services career on fostering consultative and client-centric partnerships. Exercising deep-rooted industry knowledge, Marchand formulates market and engagement-specific deposit management solutions, empowering his clients with the specialized banking accommodations they need to administer their fiduciary responsibilities successfully.
Phone: 844-778-7793
Email: [email protected]
John Krogman
Business Development Manager
John Krogman brings decades of experience in software ranging in industries from medical to energy. It's this broad and deep experience that gives him the ability to identify unique needs, have meaningful and consultative conversations, and create the right set of solutions for his clients. He proudly champion's AFS's commitment to providing best-in-class software, banking, and service.
Phone: 858-649-2103
Email: [email protected]
Gena Sullivan
Vice President, Director of Client Services
Gena Sullivan is considered an expert in her field with more than 20 years of experience in trustee case administration. As the manager of the client services team, she is responsible for supporting Chapter 7 Trustees and other professional fiduciaries. Her working knowledge of the industry positions her to partner with the trustee community on best practices and allows her to help the Axos team achieve their goals.
Phone: 913-209-8874
Email: [email protected]