Meet The 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.

CEO, Co-founder
Darryl W Lyons
CFP®
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Financial Planner, Co-founder
Joseph Schuetze
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Chief Operations Officer
Janise Brooks
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Head of Advisory Services
Charles R Garcia
JD, CFP ®
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Financial Planner
Bryan Wing
CFP®
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Financial Planner
Laura Simpson
CFP®
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Financial Planner
David K. Alvarez
CFP®
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Financial Planner
Jim Crider
CFP ®
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Financial Planner
Brad Hallett
CHFC®, CTFA
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Insurance Specialist
Justin Elliott
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Relationship Manager
Haley Wall
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Relationship Manager
Monica Bustillos
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Director of Operations
Tommie Mason
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Trader and Billing Specialist
Christy Duke
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CRM Administrator
Lauren Nikkel
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Business Development
Lucas MacDonald
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Human Resources Administrator
Alejandra Bryant
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Client Services Manager
Jon FitzSimon
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Planning Associate
Thomas Engle
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Administrative Assistant
Jacqui Farias
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Wondering if you’re on track for the future you want?

Schedule a free, no-strings-attached retirement checkup today.