Michael Seid

Michael Seid

AIFA, CEO

Michael Seid has more than 20 years of investment, finance, management and operations experience. He is CEO of Axxcess Wealth Management, an SEC Registered Investment Advisor. Mike received his B.S. in Biology and B.A. in Economics and Finance from the University of California, at San Diego in 1996.

Jon Brackmann, CIMA®, MBA

Jon Brackmann, CIMA®, MBA

Managing Partner

Jon Brackmann is Managing Partner of Axxcess Wealth Management where he has worked with clients and the team of investment advisors since 2011. He is based out of the Scottsdale, Arizona branch of Axxcess where he oversees the operations and trading departments of the firm. Jon is also responsible for working on the design and execution of the Axxcess Customized Portfolio Platform. Prior to working at Axxcess, Jon spent 12 years working for a $20B global money management company, Calamos Investments.

Cory Persson, CFA CFS

Cory Persson, CFA CFS

Director of Investments

Cory joined Axxcess Wealth Management in 2018 as Director of Investments. He heads the investment committee and is responsible for manager selection and portfolio construction on the Axxcess Platform. His role also includes creating custom investment portfolios for high net worth clients.

Amber White

Amber White

Director of Operations

Amber White is Director of Operations of Axxcess Wealth Management where she has run operations, technology, billing, and administration for the firm since 2015. Her experience in operations and technology began in 2010 at a $3B broker-dealer in Rancho Bernardo, California before moving to First Allied Securities in downtown San Diego prior to joining the Axxcess team.

Samantha Smith

Samantha Smith

Operations Associate

Sam joined Axxcess Wealth Management in 2019 as an Operations Associate in the Scottsdale, Arizona branch. She assists with billing, reporting, and technology functions and works closely with IARs on client requests related to the Platform.

Adrienne Rivett, AIF

Adrienne Rivett, AIF

Director of Platform Services

Adrienne Rivett joined Axxcess Wealth Management in 2019 as Director of Platform Services in the Scottsdale, Arizona branch. After 14 successful years in the financial services industry she brings broad experience in trading, operations, investments, technology and advisor solutions. Her true passion is working directly with advisors to promote scaling and growth of their businesses.

Alexis Brock

Alexis Brock

Marketing Assistance

Alexis is a Marketing Assistance at Axxcess Wealth Management and oversees all B2B and B2C marketing and communications across the platform.

Shannon Case, CFO

Shannon Case, CFO

Finance Accounting Consultant

Shannon is a Finance and Accounting Consultant at Axxcess Wealth Management.

Matt Merrill

Matt Merrill

Operations Associate

Matt is an Operations Associate at Axxcess Wealth Management and assists the operations and administration team with paperwork and processing functions. He also works with the Finance department with data aggregation and compilation.

Eve Martinez

Eve Martinez

Operations Associate

Eve is an Operations Associate at Axxcess Wealth Management and helps oversee administration and custodial documentation and implementation. He assists IARs of the firm with servicing their clients and answering questions related to technology on the Platform.

Paul Hamzey

Paul Hamzey

Business Development

Business Development
Senior Vice President of Business Development at Axxcess Wealth Management, LLC