Our Team

The PAX Financial Group Team

To best serve you, we’ve assembled a team of advisors passionate about investing in your life. Our team includes CERTIFIED FINANCIAL PLANNER™ professionals, Accredited Investment Fiduciaries ®, and insurance professionals to address your unique needs.

Darryl W Lyons
CEO, Co-Founder

Darryl W Lyons

CFP®, BFA, ChFC ®
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Joseph Schuetze
Co-Founder, Board Member, Financial Advisor

Joseph Schuetze

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Janise Brooks
President

Janise Brooks

MBA
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Charles R Garcia
VP of Advisory Services

Charles R Garcia

CFP®, JD
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Bryan Wing
Financial Advisor, Advice Research Manager

Bryan Wing

CFP®, CPWA®, BFA
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Laura Simpson
Financial Advisor

Laura Simpson

CFP®, BFA™
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David K. Alvarez
Financial Advisor

David K. Alvarez

CFP®
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Roger Stukkie
Financial Advisor

Roger Stukkie

CFP®, CKA®, ChFC®
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Monica Cervantes
Financial Advisor

Monica Cervantes

MSA, BFA™
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Ron Zunker
Financial Advisor

Ron Zunker

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Haley Wall
Financial Advisor

Haley Wall

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Greyson Hanna
Financial Advisor

Greyson Hanna

CFP®
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Jacob Campbell
Financial Advisor

Jacob Campbell

CFP®
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Justin Elliott
Insurance Advisor

Justin Elliott

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Meghan Tapia
Client Relationship Manager, Supervisor

Meghan Tapia

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Kaylee Powell
Client Relationship Manager

Kaylee Powell

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Cassidy Kusenberger
Client Relationship Manager

Cassidy Kusenberger

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Tiana Ortega
Client Relationship Manager

Tiana Ortega

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Stephen Mendoza
Associate Advisor

Stephen Mendoza

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Alejandra Bryant
Director of People & Culture

Alejandra Bryant

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Jon FitzSimon
401K Coordinator

Jon FitzSimon

CEPA®
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Ready to have a real conversation about securing your future?

Schedule a free no-strings-attached phone conversation.