I recently moved back to the Triangle to be near family, especially my nephews and niece. As a UNC grad and lifelong fan, I enjoy being in the area to support the Heels. On the weekends, I am generally playing baseball in the Central Carolina MSBL or firing up the pit to make some delicious BBQ.
Chapel Hill, NC | 919-636-3634
Dax is an Advisor in our Chapel Hill office where he serves clients in a wealth management and financial planning capacity. He works directly with clients to determine their goals and the best way to achieve those goals. Dax has spent his career in wealth and investment management.
Prior joining Stearns Financial Group, Dax worked as a fiduciary Investment Manager with a national bank. In this role, he was responsible for establishing and implementing investment policies for high net worth and philanthropic clients. In addition, he worked directly the investment strategy team to design unique asset allocation solutions for clients.
BA – Economics, University of North Carolina at Chapel Hill
MBA – Kenan Flagler Business School, University of North Carolina at Chapel Hill
Chartered Financial Analyst (CFA) Charterholder
Member CFA Society of North Carolina