Meet Our Team
Dedicated advisors and instructors to help you reach your goal.
Instructors
Meet Our Qualified Team
Senior Instructor
Adam Blumberg
Adam is a Certified Financial Planner, and a former Registered Investment Advisor. He co-founded Interaxis in 2019 to educate advisors and investors on digital assets and decentralized finance. His Interaxis YouTube channel is viewed by thousands across the globe. He is a regular contributor to Coindesk’s Crypto For Advisors and was featured on Bloomberg TV and Blockworks.
Senior Instructor
Steve Larsen
Steve Larsen, CPA, CFP® is a Partner at Columbia Advisory Partners where he manages financial planning and digital asset strategies for the firm.
He is also the Co-Founder of PlannerDAO, a decentralized community of financial advisors, and the Certified Digital Asset Advisor (CDAA) designation. Through his Crypto for Planners consulting business, he helps Registered Investment Advisers establish cryptocurrency programs for their clients. As a Certified Public Accountant and Certified Financial Planner, Steve has spent most of his career as an independent, fiduciary advisor. He is also an Adjunct Professor of Finance at Gonzaga University where he teaches classes in Cryptocurrency and Financial Planning along with developing continuing education courses for CPAs and CFPs.
Instructor
Ron Dixon
Ron is the co-founder of Interaxis, and also comes from an entrepreneurial background in the financial services and construction industries. Ron found himself at Mass Mutual in 2010 and met Adam in 2013 at advanced estate planning courses in Pennsylvania. In 2014, he talked Adam into starting Chart Wealth Management. Ron enjoys coaching his son in all his sports and traveling with his family. He was previously a traveling bowler and is not someone you want to challenge to a game of poker.
We started Interaxis as a way to educate you about the increasing technological world of finance
We’re financial advisors and entrepreneurs who became interested in cryptocurrency in mid-2017. From there, we researched the underlying technology, Blockchain, and began to understand its power and potential reach. We took our knowledge and experience with financial services and adopted new technologies, to start educating via video.
We know we can better serve the financial ecosystem, and the world, by creating a better understanding of financial concepts, technologies, and behaviors. We have been in the Financial Services world for years, and see the promise of new technologies such as Blockchain, Cryptocurrency, Decentralized Finance, and Artificial Intelligence.
Our goal is to help you not only understand the technology, but why it is important, and how it affects you.