Archives: Team Members

Tiana Ortega

Tiana Ortega

With over two decades of expertise in property management and customer relations, Tiana Ortega seamlessly embraces her role as a Client Service Associate. Acknowledged for...
Meghan Tapia

Meghan Tapia

Meghan Tapia joined the PAX Financial Group team in July of 2023 as a Client Relationship Manager. With over twelve years of experience in the...
Jon FitzSimon

Jon FitzSimon

Jon is a fan of small business and leadership. Before joining PAX Financial Group, Jon worked his way through leadership roles within retail and logistics...
Alejandra Bryant

Alejandra Bryant

Alejandra reached the completion of over 1700 hours of community service and was awarded a coveted scholarship from a local nonprofit, City Year San Antonio....
Cassidy Kusenberger

Cassidy Kusenberger

Cassidy Kusenberger joined the PAX Financial Group team in June of 2022 as a Client Service Associate. With a bachelor’s degree in Economics, and a...
Jacob Campbell

Jacob Campbell

Jacob Campbell is a Certified Financial Planner® who believes that true financial planning goes beyond numbers; it’s about understanding people. With a background in Communication...
Justin Elliott

Justin Elliott

Justin Elliott, who is a lifelong Texan, earned his bachelor’s degree in Business Finance from the University of Texas at San Antonio in 2001. He...
Greyson Hanna

Greyson Hanna

Greyson Hanna, CFP®, is a Financial Advisor at PAX Financial Group who specializes in guiding high-earning professionals through the early stages of wealth building. With...
Haley Wall

Haley Wall

Haley Wall specializes in guiding clients through life’s most difficult transitions, especially those coping with the loss of a loved one. With a compassionate heart...
Ron Zunker

Ron Zunker

Ron Zunker helps families in the Boerne community make confident financial decisions that protect their futures and strengthen their legacies. With a background in engineering...

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