Dax has been in the financial services industry for over 22 years and has served as a financial advisor and supervisor for the duration of his career. He holds the AAMS, Accredited Asset Management Specialist designation. 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, Jennifer and four daughters, Madeleine, Vivienne, Mary Margaret, and Elizabeth and coaching his girls in sports.

His volunteer efforts include serving with Mobile Loaves & Fishes, Meals-on-Wheels and Work Life Africa.

Registered States:
AL, AZ, CA, CO, FL, HI, IL, IN, MD, MS, MT, NC, NM, NY, OK, OR, TX, VA, WA, WV

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.

Doug is an active member of New Hope Community Church and provides financial consultation to underprivileged families.  He is the office coordinator with Meals-on-Wheels and enjoys supporting Mobile Loaves & Fishes.

Registered States:
AL, CA, CO, FL, HI, IL, IN, MD, MS, MT, NM, NY, OK, OR, SC, TX, VA, WA, WV

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.

Registered States:
IL, TX