Experience

Dax has been in the financial services industry for over 28 years and has served as a financial advisor and supervisor for the duration of his career. Dax holds the AAMS®, Accredited Asset Management Specialist designation. He is Series 7, 8, 65 and Life & Health Insurance Licensed. A native of Austin, Dax attended Texas State University where he received his BBA in Finance. He is a founder and served as Vice Chairman of the Board of Trustees for a local school, Veritas Academy. When away from the office Dax enjoys spending time with his wife and four daughters, & trail running in the Barton Creek Greenbelt.

His volunteer efforts include serving with Mobile Loaves & Fishes and Meals on Wheels.

Doug is a graduate of the Financial Planning Certificate Program at The University of Texas and, in 2012, was appointed as a Subject Matter Expert (SME) by the Certified Financial Planner Board of Standards in Washington D.C. He is both Series 7 & 66 licensed, including Life & Health insurance in Texas. He received his MBA from West Texas A&M University and his Bachelor's of Science in Electrical Engineering degree from the University of Kentucky.  When away from the office, Doug enjoys spending time with his family, playing pickleball and learning to play guitar.

Doug serves the community as an office coordinator for Meals on Wheels, volunteers with Mobile Loaves & Fishes and is an active member of Freedom Church.

Dana began her career in the financial industry in 1984 and has worked in all aspects of the business, including Operations Manager for the Austin Texas branch.  Her extensive experience will enhance the quality of service to our clients.

Dana holds Series 7, 63 and 66 securities licenses as well as an insurance license. Dana is married and has two children.