Professional Approach and Experience:
Dax was born in Southeast Arkansas and raised in Little Rock. He and his wife, Karri and their two children relocated to Northwest Arkansas in 2007. Dax has a desire to help his clients achieve their goals, that stems from two experiences much earlier in life. One, when a financial planner took time to work with him and Karri as newlyweds, which was very positive. The other from watching a family business be born, grow and mature, and divest with no plan in place...ever. This was far from positive. In today's ever changing economy and financial markets, putting active risk management practices to work in your portfolio that are tailored to fit your unique needs are more important than ever. Developing and implementing these strategies is his passion.
Academic Achievements Include:
Bachelor of Arts in Business Management from the University of Arkansas
Investment Advisor Representative
FINRA Series 7
FINRA Series 66
Life Outside of Business:
Dax and Karri's two children keep them very busy with school and club volleyball teams, and whatever sport is in season. As a family they enjoy traveling together, sports and anything that involves the outdoors.
Arkansas Insurance License #9501840