Axxcess Wealth Management, LLC

Mariah Wisely is a financial advisor at Axxcess Wealth Management, LLC with six years of industry experience. She holds the Series 65 designation and has worked at Axxcess Wealth Management since 2018, with prior roles at Peachtree Wealth Strategies and State Farm. Outside of finance, she was involved with Lake Lanier Island Resort’s Sunset Cove Beach Cafe and Club for six years. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers customized multi-asset portfolios and supports third-party managers through its distinctive Third-Party Asset Management Platform (TAMP) and sleeve-manager capabilities.

Lauren Vanveelen is a financial advisor at Axxcess Wealth Management, LLC with 16 years of industry experience. She holds a Series 65 designation and previously worked at Daniel Investment Associates, LLC from 2016 to 2020 before joining Axxcess Wealth Management in 2020. Axxcess Wealth Management provides wealth management, financial planning, retirement-plan advisory, and consulting services to a diverse client base including individuals, high-net-worth clients, trusts, businesses, and governmental entities. The firm utilizes a customized, multi-asset investment approach with portfolios constructed from internal management, third-party managers, ETFs, mutual funds, structured products, and alternative investments.

Scott Heinila is a financial advisor with Axxcess Wealth Management, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at several firms, including Center Street Securities, Inc., Western International Securities, Inc., and Questar Asset Management, Inc. Heinila is also involved in insurance through his role as president of Prism Wealth Preservation and Insurance Solutions, LLC, and serves as a board member for Meals on Wheels Orange County. Axxcess Wealth Management provides comprehensive wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, businesses, charitable organizations, and government entities. The firm utilizes a customized, multi-asset investment approach with a formal TAMP platform that consolidates multiple managers and offers performance-based fee arrangements for qualified clients.

Adrienne Rivett is a financial advisor at Axxcess Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at Redhawk Wealth Advisors for ten years before joining Axxcess Wealth Management in 2019. Axxcess Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers wealth management, financial planning, retirement plan advisory, and third-party asset management services, utilizing a combination of fundamental, technical, and cyclical analysis to manage customized multi-asset portfolios.

Timothy Rickey is a CFP® professional with eight years of experience, currently with Axxcess Wealth Management, LLC. He previously worked at Northwestern Mutual Investment Services LLC and Wells Fargo Advisors. Outside of his advisory role, he is also licensed as an insurance agent, focusing on accident, health, life, and variable insurance products. Axxcess Wealth Management provides wealth management, financial planning, retirement-plan advisory, and consulting services to a diverse client base. The firm emphasizes customized, multi-asset portfolios and offers a formal platform that supports third-party advisory firms through its tailored investment solutions and consolidated reporting capabilities.

Eric Sams is a Series 66-licensed financial advisor at Axxcess Wealth Management, LLC with 16 years of industry experience. He has worked at several firms, including XTON Financial, LLC, WBB Securities LLC, and Keystone Capital Corporation. Outside of his advisory role, Sams serves as President of the Board for Harriet Tubman Village Charter School in San Diego, CA. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages customized multi-asset portfolios using fundamental, technical, and cyclical analysis and offers distinctive TAMP and sleeve-manager capabilities, supporting other RIAs and broker-dealers with consolidated reporting and administrative oversight.

Jaime Hefner is a financial advisor at Axxcess Wealth Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including United Planners' Financial Services of America and Bridge Advisory, LLC. Outside of advising, he operated Jaime Hefner Designs for 16 years. Axxcess Wealth Management serves a broad client base including individuals, high-net-worth clients, trusts, businesses, and government entities. The firm emphasizes customized, multi-asset portfolios with oversight by an Investment Committee and offers distinct features such as a TAMP platform, performance-based fee arrangements, and consolidated reporting for alternative investments.

Richard Leu is a financial advisor with Axxcess Wealth Management, LLC in Carlsbad, CA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Bridge Advisory, LLC dba Penniall & Associates, Inc. from 2016 to 2023. Outside of his advisory role, Leu serves as a volunteer board member and indoor cycling instructor for the YMCA of the Foothills. Axxcess Wealth Management provides wealth management, financial planning, retirement-plan advisory, and consulting services to a diverse client base including individuals, high-net-worth clients, trusts, businesses, and public entities. The firm offers customized, multi-asset portfolios managed through both internal and third-party managers, alongside a formal TAMP platform that supports other registered investment advisers.

Andrew Thomas is a financial advisor at Axxcess Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Axxcess Wealth Management since 2015. Prior to that, he was associated with Arete Wealth Management LLC and Arete Wealth Advisors, LLC from 2009 to 2020. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages customized multi-asset portfolios using fundamental, technical, and cyclical analysis and is known for its Third-Party Asset Management Platform (TAMP) and sleeve-manager capabilities.

Meris Collier is a CFP® professional with 20 years of experience in financial advising. She is currently with Axxcess Wealth Management, LLC and has previously worked at firms including Arete Wealth Management LLC and Tessera Capital Partners, LLC. Collier also provides pro-bono money coaching through her side activity focused on personal finance. Axxcess Wealth Management delivers wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, businesses, and government entities. The firm employs a customized, multi-asset investment approach and offers a TAMP platform that consolidates multiple managers and provides middle- and back-office support to other registered investment advisers.

Jonathan Lugo is a financial advisor at Axxcess Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he sells non-variable life, health, annuity, and disability income insurance products. Axxcess Wealth Management offers wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages customized multi-asset portfolios using fundamental, technical, and cyclical analysis and provides operational support and consolidated reporting through its Third-Party Asset Management Platform.

Cory Persson is a CFA® charterholder with 12 years of industry experience. He has worked at Axxcess Wealth Management, LLC since 2018 and previously at Pacific Capital from 2013 to 2018. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and other advisers. The firm is notable for its Third-Party Asset Management Platform (TAMP) and sleeve-manager capabilities, offering customized multi-asset portfolios and operational support to RIAs and broker-dealers.

Wyatt Gibbs is a financial advisor with Axxcess Wealth Management, LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Prudential Financial Planning Services, LPL Enterprise, and Prudential Financial. He is also a licensed insurance agent based in Laguna Beach, CA. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages customized multi-asset portfolios using a combination of fundamental, technical, and cyclical analysis, and is notable for its Third-Party Asset Management Platform and sleeve-manager capabilities.

David Millheim is a financial advisor with Axxcess Wealth Management, LLC in Ogden, UT. He holds Series 63, 65, and 66 licenses and has five years of industry experience. Prior to joining Axxcess, he worked at Lifetime Wealth Solutions and has a background as a self-employed insurance agent. Millheim maintains an active insurance agency focusing on life and accident & health insurance. Axxcess Wealth Management offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, businesses, and government entities. The firm employs a customized, multi-asset investment approach and provides a TAMP platform that supports other registered investment advisers through consolidated portfolio management and reporting.

Anthony Kakuk is a CFP® professional with three years of experience, currently serving as an advisor at Axxcess Wealth Management, LLC. He has previously worked at T3 Trading Group, LLC and is involved as Chief Financial Officer at MTK Group dba Caring Companions Referral Agency, an in-home care services business. Additionally, he owns and operates Pro Fitness Body Solutions, a private training gym. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages customized multi-asset portfolios using fundamental, technical, and cyclical analysis and offers distinctive TAMP and sleeve-manager capabilities.