Planning That Revolves Around You
For 20 years, we have provided a client centered approach to insurance planning. We are licensed in 37 states, in order to better serve our clients changing needs. We take pride in our ability to offer personal service and a tailored approach to finding the best options.
Products Offered
• Life Insurance Products (Term, Indexed Universal and Whole Life)
• Long Term Care Insurance
• Business Insurance (Key Person & Buy-Sell)
• Disability Income Insurance
• Health Insurance (Individual and Group)
• Medicare Insurance (Medigap & Medicare Advantage)
Meet Your Axis Financial Team
A dedicated local team in North Texas. Committed to changing your opinion of the insurance industry.
Jon Thurmond
Founder & Advisor
Life insurance, disability, and retirement planning specialist. Known for honest, client-first guidance with zero sales pressure.
Desiree Kirby
Insurance Advisor
Health and life insurance specialist dedicated to finding the right fit for each client’s unique needs and budget.
Casey Oliveira
Partner & Advisor
Medicare expert praised for deep knowledge of supplements, Advantage plans, and Part D. Clients love her patience and clarity.
Theresa Thomas
Medicare Advisor
Medicare insurance specialist dedicated to finding the right fit for each client’s unique needs and budget.
Breann Cortinez
Insurance Advisor
Health and Medicare insurance specialist dedicated to finding the right fit for each client’s unique needs and budget.
Aaron Everett
Insurance Advisor
Medicare insurance advisor with a background in the medical field to help client’s find the right coverage.
What Our Clients Say
170+ five-star Google reviews from clients across the US.
“Excellent service and personalized care! I especially appreciated the kind and thoughtful support given to my elderly parents. I highly recommend..."
“Very rare to find someone in the financial business that gives you honest information, regardless of whether it makes them money or not. If you’re looking for honesty and integrity, look no further than Axis Financial.”
“I have had a wonderful experience with Breann last several years. When my mother was diagnosed with a brain tumor back in 2021 without any insurance, we sought out Breanna for her expertise .She has been amazing year after year, and truly made our life simpler in such a stressful time. To this day, she is helping my dad get insurance and we are beyond grateful..”
“Jon was very helpful and knowledgeable in setting me up with my insurance. He answered all of my questions and provided me with insight into my situation. I would highly recommend him to others.”
“I was referred to Casey ... to help me with Medicare Insurance. She and her team are awesome. Casey was very thorough going over my options, explaining everything. She is very kind, patient and professional. I highly recommend Axis for anyone needing help with Medicare questions.”
“I cannot brag enough on this company. They took very good care of our family and got us the coverage we needed. Very honest and fair and truly look out for your best interest!”