Lauren VanVeelen is a Wealth Advisor with Axxcess Wealth Management. Before joining Axxcess in 2018 she supported financial planning and operations at a boutique private investment firm in Santa Barbara focused on alternative investment strategies, and spent nine years with a multi-billion-dollar multi-family office serving high-net-worth individuals, families, and charitable foundations across the U.S. She works with ultra-high-net-worth families and partners with Jeff Anderson and the Axxcess alternatives team to bring private markets into portfolios built for complex wealth. Lauren holds a Bachelor of Arts in Business Economics and a Certificate in Professional Financial Planning from the University of California Santa Barbara. She meets clients in the Santa Barbara area, at the Axxcess offices in Carlsbad and Scottsdale, or by video.
Lauren leads the relationship, with Jeff Anderson alongside her on alternative investments and Deron McCoy on planning for concentrated stock, real estate, and business sales. Portfolio construction, trading, operations, and day-to-day service come from a team in Carlsbad and Scottsdale that uses the same systems it deploys for clients.
Jeff manages the alternative investments platform and co-leads portfolio construction and management. His career began on the floor of the New York Stock Exchange, followed by senior analyst and portfolio manager roles at two hedge funds and an investment adviser. Member of the Axxcess investment committee. Wilfrid Laurier University, Hon BA.
Deron served as Chief Investment Officer at SEIA and sat on its investment committee from 2001, leading the investment team for 22 years as the firm grew from $200 million to more than $20 billion. At Axxcess he leads tax-aware planning for families with concentrated stock, real estate, and businesses approaching sale. UCLA, BS in Mathematics-Applied Science. CFP® since 1998, CFA® since 2002, CAIA® since 2009, AIF® since 2011.
Business owners, high-income and high-net-worth professionals, and their families. Twenty years as a portfolio manager and advisor, helping clients protect what they have built, retire comfortably, and leave the legacy they choose.
Mariah works with business owners on company retirement plans and with participants who want their 401(k) managed with the rest of their wealth: plan design, provider searches, fee analysis in plain English, and in-plan investment management.
The people responsible for the platform, its investments, operations, and finances.
Cory heads the investment committee and is responsible for portfolio construction and trading on the Axxcess platform, overseeing more than $8 billion of investments. Before Axxcess he was Director of Investment Strategy at Pacific Capital. Brigham Young University, BA.
Jon has been with Axxcess for more than eleven years and runs the firm day to day from the Scottsdale office, overseeing operations and trading. Before Axxcess he spent twelve years at Calamos Investments as a Vice President of Investments serving advisors across wirehouse, independent, RIA, and bank channels. University of Phoenix, MBA; Iowa State University, BS.
Adrienne owns onboarding and transitions for every advisor and family joining the platform. Before Axxcess she spent ten years as a Senior Vice President at Redhawk Wealth Advisors, managing advisor growth, operations, and compliance. Brainco Minneapolis School of Advertising.
Eve oversees day-to-day operations and helps transition advisors onto the firm. He joined Axxcess in 2016. California State University San Marcos, BS.
Shannon has overseen the firm's finance and accounting functions since 2018 and serves as Chief Financial Officer. She is also a Controller and CFO Consultant with CFO Hub, a San Diego CFO and accounting outsourcing firm. Seattle University, BS.
Michael founded Axxcess in 2011 after running several family offices, an early-stage healthcare investment bank, and a multi-strategy hedge fund. He has managed client assets as a fiduciary since 1998, beginning at Signature Resources and SEIA, and still builds the platform's systems himself. University of California San Diego, BA and BS.
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