Jessica King
Jessica joined Access Wealth’s Support Team in 2010. She’s been a valuable team player since day one, never hesitating to jump in where needed. She provides administrative support to the advisors as well as client-facing support, assisting clients with their online activity, transaction requests, and answering account-related questions. Jessica has worked in financial services her […]
Tracy Hagberg
Tracy has been a valuable team player for Access Wealth’s entire 30-(plus)-year history. Today, Tracy’s responsibilities are diverse and critical to the firm’s operations. She fulfills four main roles: Chief Compliance Officer, Director of Human Resources, Office Manager, and Bookkeeper. Perhaps the title that best sums up her role is Chief Problem Solver. Tracy is […]
Stay Up To Date
© 2025 Access Wealth. All Rights Reserved.
