Meghan Tapia

With over a decade of experience in financial services, Meghan Tapia serves as the Client Service Supervisor at PAX Financial Group, where she brings operational precision and consistency to the forefront. She oversees daily service functions with a specialized focus on trading, where accuracy and timing are critical. Her ability to manage complex tasks with focus and reliability makes her a vital part of the firm’s infrastructure.

Meghan excels at identifying and resolving process inefficiencies, offering structure and accountability to ensure nothing is overlooked. Her strong grasp of operational workflows allows her to support smooth, effective execution in high-stakes scenarios.

What distinguishes Meghan is her close-knit connection with her team. She shares a strong bond with the Client Service Associates she leads, grounded in trust, collaboration, and mutual respect. She knows how to delegate effectively, provide support when needed, and encourage growth by allowing her team to take ownership of their work. Her presence offers both steadiness and structure.

At home in San Antonio, Meghan and her husband Bobby are raising their daughter Willow with the support of their extended family. They enjoy spending weekends outdoors, gathering with loved ones, and soaking in the rhythm of this season of life.