Dax Pataki, CFP
Director of Private Wealth Rushing Financial Group – Capitas Financial, Inc.
Cell: 678.697.4915 | firstname.lastname@example.org
Retirement Panning | Advanced Estate Planning | Policy Loan Rescue & Policy Valuation | Business Continuation Planning | Private Financing | LTC & Disability Insurance
Meet Team Pataki
Dax joined Rushing Financial Group as a Wealth Planning Consultant in 2017. He is an insurance professional and is dedicated to helping financial advisors and their clients with complex insurance planning scenarios. Previously, Dax worked with AIM Systems for 12 years focusing on the financial institution side of the business. He believes this experience has given him the tools to assist financial advisors with their clients’ planning needs. His consultative protocol sets him apart and allows him to discover insurance opportunities for his financial advisors. Dax’s area of expertise includes estate planning, wealth transfer, policy review and business insurance planning.
Dax completed the CFP® program at Oglethorpe University in Atlanta in 2007 and earned a BBA from the University of Georgia. He holds licenses in GA, AL and FL as well as a Series 6 and 63 from FINRA. In his spare time, Dax enjoys spending time with his family in Roswell, GA. He is an avid tennis player and gets on the courts as often as he can, bringing that same competitive nature and drive to win to his practice.
Rushing Financial Group
Rushing Financial Group is an advanced insurance planning organization, offering a full range of carriers for life insurance, disability income, annuities, long-term care and investment related products. Our firm provides planning support to our professional partners throughout Indiana, Georgia and the greater Cincinnati, Dayton, Ohio areas. Experienced underwriting, training and advanced sales support gives our customers a distinct advantage in an increasingly competitive marketplace. Our goal is to understand and meet the unique needs of successful professionals and their affluent clientele.
Capitas Financial, Inc. is a national organization made up of more than 20 regional processing centers, 130 point-of-sale professionals and 250-plus back-office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.
Securities offered through: The Leaders Group, Inc. member FINRA / SIPC 26 W. Dry Creek Circle, Ste. 800 Littleton, CO 80120 (303) 797-9080.