Deron T. McCoy, CFA®, CFP®, CAIA®, AIF® formally served as the Chief Investment Officer at SEIA and was on the firm’s Investment Committee since 2001. As managing director of SEIA’s Department of Investment Management & Economic Strategy (DIMES), Mr. McCoy duties included acting as Head Portfolio Manager on the firm’s discretionary accounts as well as leading the research team in developing the global macro strategy, ultimately incorporated into the firm’s investment models and asset allocation strategies. Over his 22-year career leading the investment team, 

Mr. McCoy achieved tremendous growth scaling SEIA from $200 million in assets under management to well over $20 billion.
Mr. McCoy received his Bachelors of Science degree in Mathematics-Applied Science with a Specialization in Economics and Business Management from the University of California, Los Angeles (UCLA) in 1995. He has been Certified Financial Planner (CFP®) practitioner under the Certified Financial Planner Board of Standards, Inc. since 1998 and has held the Chartered Financial Analyst (CFA®) designation issued by the CFA Institute in 2002. He also has held the Chartered Alternative Investment Analyst (CAIA®) designation since 2009 and has been an Accredited Investment Fiduciary® (AIF®) as of 2011.
This industry-related alphabet soup is the backbone of Investate Enhanced Wealth Management as the complex strategy was born out of his career in financial & estate planning (CFP), investment analysis & research (CFA), and alternative investments (CAIA).

His insights and thought leadership have been picked up by numerous notable media outlets including the Wall Street Journal, Barron’s, the New York Times, MarketWatch, CNN Business, ETF.com, Yahoo Finance, Bankrate, Washington Business Journal, U.S. News, and International Business Times.

Mr. McCoy currently resides in Corona Del Mar, California with his wife and two children.

Adrienne is the Director of Platform Services for Axxcess and has a deep understanding of advisors, services, technology, and the industry. She has been with the firm for 3 years. Prior to her current role at Axxcess, she was a Senior Vice President at Redhawk Wealth Advisors for 10 years, managing advisor growth, operations and compliance. 

Educational Background: Brainco Minneapolis School of Advertising

Alix comes with five years of experience at Orion. Starting in heldaway reconciliation, Alix brought her love of data and precision to Eclipse as a Product Manager specializing in syncing data between the two platforms. In her time with Eclipse, she and her team improved the daily sync, created Eclipse Custom Imports, and delivered numerous projects ranging from the “Sync from Orion/to Eclipse” options, to updated set aside cash expirations, to the ability to use mock taxlots on any desired account and more. She brings with her a wealth of knowledge and a passion for efficiency. 

When not engrossed in a spreadsheet, Alix can be found writing, reading, or chasing her corgis away from miscreant squirrels.

Eve oversees the day-to-day operations and helps transition advisors to the firm. Officially, he is the Director of Operation at Axxcess and joined back in 2016. Educational Background Cal State University San Marcos, BS

Educational Background: Brainco Minneapolis School of Advertising

Mariah Wisely is an Investment Advisor with Axxcess Wealth Management who joined the firm in 2018. She was born and raised in Atlanta, Georgia where she attended Georgia Southern University and Georgia Gwinnett College and went on to achieve a B.S.B.A Degree in Finance. While in college, she was president of the Finance Club and spent time tutoring students in finance, statistics, calculus, and accounting.

Mariah has a strong passion for retirement planning with a focus on 401(k) plans, 403(b) plans, and defined benefit plans. She enjoys crafting retirement plans for business owners, benchmarking and improving plans, while educating employees on the benefits of saving for their future. She also provides portfolio management and financial planning to individual clients.

Prior to joining Axxcess, Mariah interned then for a large wealth management firm in Atlanta, Georgia where she gained experience in portfolio management and retirement planning.

Mariah enjoys anything outdoors and adventurous. She loves hiking, rock climbing, kayaking, and weightlifting. Her and her husband welcomed their first daughter in 2022 named Blake Alison Wisely. She travels back and forth from Orange County to Atlanta regularly.