Mariah Wisely is a Wealth Advisor and Retirement Plan Specialist with Axxcess Wealth Management. She works with business owners on their company retirement plans and with participants who want their 401(k) managed alongside the rest of their wealth. Through AxxcessLINK, that means plan design, provider searches, fee analysis in plain English, and in-plan investment management without a rollover. She meets clients at the practice office in Brea, at the Axxcess offices in Carlsbad and Scottsdale, or by video.
Mariah leads the relationship, with Kevin Manzo alongside her on portfolio management and planning. Portfolio construction, alternative investments, trading, operations, and day-to-day service come from a team in Carlsbad and Scottsdale that uses the same systems it deploys for clients.
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.
Lauren joined Axxcess in 2018 after supporting financial planning and operations at a boutique private investment firm in Santa Barbara focused on alternative investment strategies, and 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 alongside Jeff Anderson and the alternatives team, bringing private markets into portfolios built for complex wealth. University of California Santa Barbara, BA in Business Economics and Certificate in Professional Financial Planning.
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.
Matt supports account operations, transitions, and daily service for advisors on the platform.
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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