Our Team

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.

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 celebrated the birth of their son Ki in 2019.

Sarah is originally from New Jersey and received her BS from Rutgers University.  She was brought to Ohio shortly after graduation to pursue a management position within the veterinary field, and has gained over 10 years of customer service experience.  Sarah enjoys spending her time with her husband Brandon and their dogs in Liberty Township.

Tim is an author, sought after public speaker, and creator of The Retirement Blueprint™. With almost 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 as well as current board member for the Springboro Chamber of Commerce, and member of Fairhaven Church and part of the annual Ecuador Medical Missions Team.

Tim resides in Springboro, OH with his wife Karrie and their 3 children. Outside the office Tim enjoys coaching soccer and is also active in USTA & GMVTA Tennis Leagues throughout the year.