Dax chairs Williamson Wealth Advisors Executive Committee, is a member of the Investment Committee, works closely with senior leadership to drive the firm’s strategic roadmap and is engaged on several of the firm’s family office and wealth management relationships. He takes tremendous pride in making Williamson Wealth Advisors the best company to work with and work at!
Before launching Williamson Wealth Advisors in 2008, Dax was affiliated with some of the largest wealth management firms in the country.
Dax holds a B.S. in Finance and Economics from Cal Poly Humboldt State University and Holds both a Accredited Investment Fiduciary and Accredited Investment Fiduciary Analyst certifications.
Dax is currently active as chairman of the board at Compass Community Credit Union, And as an instructor of Real Estate Finance at the local community college. Dax lives in Eureka with his wife Marie and children Lily and Grant.
Dax enjoys living on the North Coast but specifically enjoys the small town atmosphere that living on the North Coast offers. Having been involved in a variety of organization, such as Rotary International, St Joseph Foundation, and PTA Dax enjoys helping make a difference in people’s lives in a variety of ways.
Over the years Dax has been involved in offering internships to college students to help them pursue a career in the field of finance.
A secret about Dax
Dax is a car enthusiast with a love for owning and working on classic cars. When he is not at the office, you’ll find Dax passionately involved with his family’s activities which include tuning his son’s dragster to compete in races and restoring cars. If every asked what is his favorite car, Dax will respond the one I’m currently working on. His dream car, 1965 Shelby Cobra, which sit under a car cover in his shop.