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.

Wealth Management

CEO, Co-Founder

Darryl W Lyons

CFP®

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President

Janise Brooks

MBA

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Charles R Garcia

Vice President of Advisory Services

Charles R Garcia

CFP®, JD

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Alejandra Bryant

Director of People & Culture, HR

Alejandra Bryant

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Director of Investment Operations

Joshua Young

CFA®, CAIA®

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Financial Advisor

Roger Stukkie

CFP®, CKA®, ChFC®

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David K. Alvarez

Financial Advisor

David K. Alvarez

CFP®

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Financial Advisor

Haley Wall

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Monica Cervantes

Financial Advisor

Monica Cervantes

MSA, BFA™, CDFA®

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Financial Advisor | Boerne, TX

Ron Zunker

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Financial Advisor

Daniel Reller

MBA

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Financial Advisor

Laura Simpson

CFP®, BFA™

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Financial Advisor

Jacob Campbell

CFP®

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Client Service Supervisor

Meghan Tapia

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Cassidy Kusenberger

Client Service Associate

Cassidy Kusenberger

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Client Service Associate

Tiana Ortega

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Client Service Associate

Sandra Justin

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Group Benefits

Group Benefits Manager

Esther Pipoly

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Group Benefits Advisor

Justin Elliott

CRPC®, REBC®

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Benefits Account Manager

Adrian Ramirez

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401K Coordinator

Jon FitzSimon

CEPA®

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Ready to have a real conversation about securing your future?

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Investment Advisory Services are offered through PAX Financial Group

This site is published for residents of the United States only. Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered or qualifies for an exemption or exclusion from registration requirements. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. For additional information, please contact PAX Financial Group at 210-881-5700.