MEET YOUR TEAM
Education and Licensure:
University of California, Riverside:
B.S. Business Admin Finance
New York University:
Certificate in Financial Planning
Series 65 License
Life and Health License
CFP® Candidate
Affiliations:
XY Planning Network
NAPFA Associate Member
Dimensional Funds Advisor
Archdiocese of Los Angeles:
Planned Giving - Advisor
Eric Matthews
Owner - CEO - Wealth Advisor
Eric graduated from the University of California, Riverside, with a degree in Business Administration, emphasizing Finance. From 2003 to 2012, he worked in the entertainment industry, taking on various behind-the-camera roles.
After countless hours on set and many weekends dedicated to work and travel, Eric encountered a financial setback. A so-called "financial advisor," who was actually a broker, sold him heavily commissioned products that, while "suitable," did not meet the fiduciary standard of care and were not in Eric's best interests. This experience led Eric to pivot his career and focus on providing transparent and honest financial planning and investment advice.
In 2012, Eric moved to Phoenix, AZ, to begin his journey in wealth management with RTS Private Wealth Management. There, he quickly excelled and learned every role in a boutique firm.
In 2015, Eric and his family returned to Los Angeles, where he joined LourdMurray in Beverly Hills. He became part of a team managing nearly $3.5 billion in assets, with minimum assets starting at $5 million. In 2016, this team was ranked 19th on Forbes' Top 100 Firms list.
In 2017, Eric founded EDM Capital LLC. With extensive experience and top-notch mentorship under his belt, he was ready to launch his own boutique wealth management firm to best serve his clients. As a millennial, Eric is committed to helping individuals who genuinely seek coaching and guidance to navigate the complex financial landscape. His clients include diligent savers, industrious professionals, families aiming to break the cycle of debt, and individuals aspiring to achieve true financial independence.
Eric specializes in serving those in the entertainment industry, a natural fit given his background. He also works with solo entrepreneurs, small business owners, attorneys, doctors, and athletes. A man of faith, Eric offers socially responsible investing options for clients who share his passion for the Christian faith.
Geneva Matthews
Client Service and Operations
Geneva graduated Cum Laud from Arizona State University with a degree in Communication and a minor in Spanish. Geneva has an exceptional variety of experience which includes high-end hospitality, customer service and property management.
She began her career as Concierge in an award winning 5 star resort in Scottsdale, AZ where she received the highest level of customer service training. From there she moved to Los Angeles, CA where she continued her career working in high end luxury residences in Beverly Hills and Brentwood. Through her hard work, professionalism and reliability she was promoted to Assistant Property Manager where she continued to deliver her exceptional brand of customer service. In 2010 she received another promotion to Property Manager of several residential buildings. throughout the Los Angeles area. Using the standards of excellence that she had learned, she excelled in the position and gained recognition for her efficiency, professionalism and warmth.
Most recently she ran the Concierge department for Coldwell Banker Residential Brokerage in Arizona. Her experience and world class training makes her a perfect fit for Client Services Manager at EDM Capital.
Ashley Maddox
Client Service Specialist
Ashley has a bachelor’s degree in finance, with a minor in personal financial planning. She has experience as a small business owner and military spouse. She is great with data entry and organizing and is always looking for new ways to better optimize processes for her clients.
Ashley originates from Atlanta, Ga but through the Navy has lived all over the world. She, her husband, and their 4 kids have lived in Italy, Spain, Georgia and are currently living in Washington state. Having never had a fondness for the outdoors, she is learning to truly love nature, especially without the horrible heat! In her spare time, she is an active artist and enjoys exploring her new home with her family, and she coaches a local cheer squad. If you can’t find her with her kids, you’ll likely find her cozied up with a book and a glass of wine, or working on one of her many art projects.
Jason Dettman
Paraplanner
With over 15 years of experience in the financial services industry, Jason has worked as an independent Financial Advisor and Planner. His experience includes a wide variety of practice management including utilizing financial planning software to create and present plans to clients, trading and rebalancing client portfolios, researching and tracking investment options, CRM management and maintenance, and finance-specific marketing. Jason excels at taking in the big picture and using that to dive into the details in order to most efficiently run an individual practice.
Jason loves to travel and see new places. He believes the more places you see and the more people you meet, the better person you become. He loves being outdoors and when he’s not working, he can be found hiking, swimming in the ocean, and spending time with his family. Jason also enjoys using his creativity to cook and come up with something that hopefully tastes amazing.
Julie Lowicki
Executive Assistant
Julie graduated Cum Laude from Franciscan University with a Bachelor of Science Degree in Nursing. She spent the next five years working in cardiac care within multiple hospitals all while starting a family with her husband, Dave.
In addition to raising a family over the last 20 years, Julie has organized several school fundraising and community building events. Most recently, she has been working at EDM Capital, managing schedules, coordinating meetings, assisting with research projects and keeping things running smoothly. Julie’s empathetic heart, passion for building relationships and tireless work ethic in fast-paced and demanding environments allow her to serve our clients with excellence.
Gary Somers, Ph.D.
Consultant - Business and Economics
Dr. Somers has over 40 years of experience in higher education, labor market policy, technology, and consulting. He has served as a professor, administrator, software developer, and consultant to a variety of organizations. He has advised public sector organizations on the adoption of new technology and has initiated large scale projects to transform organizations and modernize their technology. He has developed models to assess the return on investment of technology expenditures and assess and compare the total cost of ownership for different alternatives.
Dr. Somers acts as a consultant to EDM Capital. He has a Ph.D from Northwestern University in Law, Policy, and Society. His focus is on labor market policy and behavioral coaching in the wealth management practice. He also holds an MA and BA in Philosophy. (He is not an employee or member of the firm and merely consults the owners)
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When you work with us, you’re supported by a diverse team of resources and specialists from Axxcess Wealth. As we sit with you to develop your personal financial strategy, our strategic partnerships help assure you get a well-conceived plan designed to meet your long-term goals.
At EDM Capital, we rely on best-in-class investment research and economic theory to drive our investment approach, portfolio construction, and asset allocation. For that reason, our client portfolios are continuously reviewed by Axxcess’’s world class Investment Committee. Axxcess’ unique differentiation is their focus on high net worth clients and the advisors that serve them.
Axxcess manages more than $11+ billion in investor savings and their Investment Committee brings with it more than 100 years of industry experience. I have proudly partnered with Axxcess to ensure your investments continually meet your future needs and create a better wealth experience for you.
Cory Persson
CFA®
Cory is a tenured investment professional that has been with Axxcess serving as their Director of Investments for the past 4 years. He currently oversees $8B+ of investments at Axxcess and is responsible for portfolio construction and trading. Before his time at the firm, he worked as the Director of Investment Strategy at Pacific Capital. Educational Background: Brigham Young University, BA
Jon Brackmann
MBA
Jon is currently the COO and Managing Director at Axxcess and has been with the firm for over 11 years. Prior to joining Axxcess, he spent 12 years at Calamos Investments, an external wholesaler, as a Vice President of Investment servicing financial advisors across business channels such as: wirehouses, independent advisors, RIAs, and banks. Educational Background: University of Phoenix, MBA Iowa State University, BS
Deron T. McCoy
CFA®, CFP®, CAIA®, AIF®
Deron formally served as the Chief Investment Officer at SEIA and was on the firm’s Investment Committee since 2001.
He 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.
Jeff Anderson
CFA®
Jeff Anderson is the Director of Portfolio Solutions at Axxcess Wealth Management. In this role, he manages the alternative asset platform, as well as co-leading portfolio construction and management services. Jeff's career started on the floor of the New York Stock Exchange and later, as senior analyst and portfolio manager for two hedge funds. He has also served as a portfolio manager for an investment advisor. Jeff is a member of Axxcess Wealth Management investment committee. Jeff has a Hon B.A. from Wilfrid Laurier University and is a CFA® charterholder.
Adrienne Rivett
AIF
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
Vanessa Turner
Vanessa has been with Axxcess Wealth Management serving as Director of Marketing for the past 4 years. She currently oversees all marketing collateral development, website design, and marketing strategy execution. Vanessa graduated Magna Cum Laude from the University of California, Santa Barbara in 2021 with a B.A. in Economics.
Shannon Case
Shannon oversees Axxcess’ key finance and accounting functions and has worked with the firm since 2018. Officially, she is a Controller and CFO Consultant for CFO Hub, a San Diego based CFO and accounting outsourcing firm. Educational Background: Seattle University, BS
Danielle Fasse
After graduating from Creighton University with a BA in Psychology in 2006, Danielle spent a few years in retail management. She ventured into the financial industry in 2019, when she joined Orion Advisor Solutions, where she was heavily focused on data reconciliation roles and the Alternative Investment Platform, holding various management positions throughout the data department, as well as spending nearly a year on the Professional Services team. Danielle currently resides in Gretna, NE with her husband and daughter. She enjoys live music, going to restaurants, spending time outdoors with her daughter, baking, reading and karaoke!
Alix Stanley
Alix comes with five years of experience at Orion. Starting in held-away 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 tax lots 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.
Dimensional Fund Advisors Partnership
Dimensional Fund Advisors (DFA) is a leader in developing asset class portfolios for institutional investors and independent investment advisors. Dimensional Fund Advisors' investments and securities are designed to help our clients improve performance through diversified, low-cost, and tax-efficient investment solutions. These investments are not available directly to individuals but are limited to a select group of financial firms like EDM Capital, LLC. Our relationship with Dimensional Fund Advisors is based on shared views about how capital markets work and how best to provide clients with successful investment experience.
Since the firm was founded in 1981, DFA has continued to work with some of the world's leading financial economists to develop and enhance its strategies. As of March 2017, DFA has $497 Billion under Management.
Custodians and Back Office Teams
