Dax works in operations and account management, where he supports clients and advisors through detailed account oversight, and a strong commitment to service excellence. With a background in customer relations from his experience in banking, he brings a client-first mindset, clear communication skills, and a thorough understanding of financial services operations. He is currently pursuing a Finance degree at Weber State University, further strengthening his analytical abilities, financial knowledge, and dedication to delivering accurate, dependable support.

Outside of work, he enjoys spending time outdoors mountain biking and snowboarding. He is also an avid sports enthusiast who loves both watching and playing a variety of sports.