Archives: Team Members

Monica Cervantes

Monica Cervantes

Monica is a behavioral financial planner with over a decade of experience in the financial and accounting industry, helping clients align their financial decisions with their values...
Roger Stukkie

Roger Stukkie

Roger Stukkie’s background includes working as a wholesaler for a nationally known insurance company, working as a wholesaler for a mutual fund brokerage, and providing comprehensive financial...
David K. Alvarez

David K. Alvarez

David Alvarez is a financial industry leader in Central Texas. Working with thousands of families and hundreds of businesses, nonprofits, and endowments across the country,...
Laura Simpson

Laura Simpson

Laura Simpson heads the North Carolina extension of PAX Financial. She joined PAX in 2006 when the team consisted of just six people and has...
Bryan Wing

Bryan Wing

For the past ten years, Bryan Wing has applied his sharp intellect to the elevation of PAX Financial clients. His practice is informed by years...
Charles R Garcia

Charles R Garcia

Charles Garcia brings over 25 years of experience and a deep sense of purpose to his Vice President of Advisory Services role. As a former...
Janise Brooks

Janise Brooks

Janise Brooks joined PAX Financial in 2007 as a driven young professional eager to learn and develop.  She started as an administrative assistant, then earned...
Darryl W Lyons

Darryl W Lyons

Darryl Lyons is one of PAX Financial’s three founders and current CEO. His commitment to ongoing professional development is exemplified by his membership in relevant...

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