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

John's experience with credit compliment his role as a financial advisor, providing insight on both lending and investment strategies to reach your goals.  He is a CERTIFIED FINANCIAL PLANNER™ and holds his Series 6, 7, 63, and 65 securities licenses, as well as his Life & Health insurance license in Texas.  A graduate from Berklee College of Music, John enjoys attending concerts and appreciates all styles of music.

His volunteer efforts include The First Tee of Greater Austin and Meals on Wheels.  When John is not working he is spending time with his wife and son, and playing shows with his 12-piece cover band.

Registered States:
AL, CA, CO, FL, IL, IN, MD, MO, MS, MT, NM, NY, OK, OR, 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