PAX Financial Group

Greyson Hanna is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He has been with PAX Financial Group since 2021 and previously worked at Harvest Future Financial, AnDeavor, and Valero Energy Corporation. He serves as a board member for the Christian Assistance Ministry, a nonprofit organization. PAX Financial Group advises individuals, high-net-worth clients, small businesses, and corporations on investment management, financial planning, and retirement plan consulting. The firm emphasizes diversified, long-term portfolios incorporating mutual funds, ETFs, and manager-based models, including conservative and Christian values-based ETF options.

Bryan Wing is a CFP® with 19 years of industry experience, currently serving at PAX Financial Group since 2016. He previously worked at 360 Wealth Management and LPL Financial LLC. Bryan is a board member of CASA Child Advocates San Antonio and works as an independent contractor training large language models in various AI labs. PAX Financial Group advises individuals, high-net-worth clients, small businesses, and corporations, offering investment management, financial planning, and retirement plan consulting. The firm employs traditional academic investment approaches and provides diversified portfolios, including conservative and Christian values-based ETF options, supported by an investment committee and third-party technology.

Sandra Justin is a financial advisor at PAX Financial Group with five years of industry experience. She holds a Series 65 designation and previously worked at Broadway Wealth Solutions and Broadway National Bank. Sandra is also licensed in life and health insurance. PAX Financial Group serves individuals, high-net-worth clients, small businesses, and corporations, offering investment management, financial planning, retirement plan consulting, and a Business PIVOT exit-planning service. The firm applies traditional academic investment approaches and provides diversified, long-term portfolios, including conservative and Christian values-based ETF options.

Ronald Zunker is a financial advisor with PAX Financial Group in San Antonio, TX, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Equitable Advisors, LLC and Axa Advisors, LLC. Outside of his advisory work, he serves on the board of directors and as treasurer of the Greater Boerne Chamber of Commerce and is a member of the Rotary Club of Fair Oaks Ranch. PAX Financial Group advises individuals, high-net-worth clients, small businesses, and corporations on investment management, financial planning, and retirement plan consulting. The firm employs a diversified, long-term investment approach grounded in Modern Portfolio Theory and offers conservative and Christian values-based ETF options.

Meghan Tapia is a financial advisor with PAX Financial Group in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining PAX Financial Group in 2023, she worked at AllianceBernstein and Renaissance Wealth Management Group of Texas. Outside of financial advising, she owns and operates Willow Tree Builders, a marketing and networking business. PAX Financial Group serves individuals, high-net-worth clients, small businesses, and corporations, offering investment management, financial planning, retirement consulting, and exit-planning services. The firm employs a diversified, long-term investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, with portfolios overseen by an investment committee and supported by third-party technology and sub-advisers.

Jacob Campbell is a CFP® and Series 65-licensed financial advisor at PAX Financial Group with three years of industry experience. Prior to joining PAX Financial Group in 2022, he worked for eight years at Bluebonnet Chrysler Dodge. He serves as a board member of the Animal Defense League. PAX Financial Group advises individuals, high-net-worth clients, small businesses, and corporations, offering investment management, financial planning, retirement plan consulting, and exit-planning services. The firm employs a diversified, long-term investment approach grounded in traditional academic theories and offers conservative and Christian values-based ETF options.

Jennifer Wall is a financial advisor at PAX Financial Group in San Antonio, TX, with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at PAX Financial Group since 2015, including a prior role at LPL Financial. Wall serves as a board member for the Children's Bereavement Center of South Texas. PAX Financial Group advises individuals, high-net-worth clients, small businesses, and corporations on investment management, financial planning, and retirement consulting. The firm emphasizes diversified, long-term portfolios based on traditional academic investment theories and offers conservative and Christian values-based ETF options.

Laura Simpson is a CFP® with 16 years of industry experience, currently serving as a financial advisor at PAX Financial Group since 2016. She previously worked at 360 Wealth Management and LPL Financial. Simpson is a board member of the Henderson County Rescue Mission, a nonprofit organization focused on providing spiritual and physical support to those in need. PAX Financial Group advises individuals, high-net-worth clients, small businesses, and corporations, offering investment management, financial planning, and retirement consulting. The firm employs a diversified, long-term investment approach grounded in Modern Portfolio Theory and offers conservative and Christian values-based ETF options.

Roger Stukkie is a financial advisor at PAX Financial Group in San Antonio, TX, holding CFP® and ChFC® designations with 16 years of industry experience. His prior roles include positions at Champion Group, Inc., Pontem LLC, and Waddell & Reed, Inc. He serves as Board Member and Treasurer of Ransomed Life, a nonprofit focused on supporting exploited youth. PAX Financial Group advises individuals, high-net-worth clients, small businesses, and corporations, offering investment management, financial planning, retirement plan consulting, and a Business PIVOT exit-planning service. The firm employs a diversified, long-term investment approach grounded in traditional academic theories and includes options aligned with conservative and Christian values.

Monica Cervantes is a Series 65 licensed financial advisor at PAX Financial Group with five years of industry experience. She previously worked at Brent Forrest & Associates and Haynie & Co. Monica serves on the Financial Planning Association of San Antonio & South Texas Chapter Board and is involved with several nonprofit organizations, including Guardian House and Transplants for Children. PAX Financial Group provides investment management, financial planning, and retirement consulting services to individuals, high-net-worth clients, small businesses, and corporations. The firm employs a traditional academic investment philosophy with diversified, long-term portfolios and offers options including conservative and Christian values-based ETFs.

Jonathon Fitz Simon is a financial advisor at PAX Financial Group with a Series 65 designation and three years of industry experience. He has been with PAX Financial Group since 2017 and previously worked at First Responders Moving from 2015 to 2017. PAX Financial Group serves individuals, high-net-worth clients, small businesses, and corporations, offering investment management, financial planning, retirement plan consulting, and a Business PIVOT exit-planning service. The firm employs traditional academic investment approaches and provides diversified portfolios, including conservative and Christian values-based ETF options.

Janise Brooks is a financial advisor with PAX Financial Group in San Antonio, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. She previously worked at 360 Wealth Management, LLC from 2014 to 2016 and has been with PAX Financial Group since 2014. PAX Financial Group serves individuals, high-net-worth clients, small businesses, corporations, and retirement plans by providing investment management, financial planning, and retirement plan consulting. The firm emphasizes diversified, long-term portfolios based on traditional academic investment theories and offers conservative and Christian values-based ETF options.

Darryl Lyons II is a CFP® and ChFC® with 26 years of experience in financial advising. He has worked at PAX Financial Group since 2016 and previously held positions at 360 Wealth Management and LPL Financial. Lyons is an author of three books on finance, business, and leadership, and serves on the New Braunfels Christian Academy private school board. He is also involved with The Chosen non-profit adoption and foster care organization and chairs the board of Admirals Basketball Academy International. PAX Financial Group advises individuals, high-net-worth clients, small businesses, and corporations, offering investment management, financial planning, retirement plan consulting, and a business exit-planning service. The firm employs a diversified, long-term investment approach incorporating traditional academic theories and offers conservative and Christian values-based ETF options.

Charles Garcia Jr. is a CFP® professional with 25 years of industry experience, currently serving at PAX Financial Group since 2019. His prior roles include positions at USAA Financial Advisors, Inc. and Usaa Investment Management Company. Outside of his advisory work, he is a writer of fictional manuscripts, a CFP Board Certified Instructor teaching ethics courses, and serves on the finance committee of Trinity Presbyterian Church, volunteers with Team Rubicon, and is a board member and treasurer for I Care San Antonio. PAX Financial Group advises individuals, high-net-worth clients, small businesses, and corporations, providing investment management, financial planning, retirement plan consulting, and a Business PIVOT exit-planning service. The firm emphasizes diversified, long-term portfolios based on traditional academic investment theories and offers conservative and Christian values-based ETF options.

David Alvarez is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has been with PAX Financial Group since 2019 and previously worked at Intercontinental Wealth Advisors from 2015 to 2019. Alvarez serves on the boards of the SA Hope Center and The Blood and Tissue Center Foundation. PAX Financial Group advises individuals, high-net-worth clients, small businesses, and corporations, offering investment management, financial planning, retirement plan consulting, and exit-planning services. The firm employs a diversified, long-term investment approach incorporating traditional academic theories and offers conservative and Christian values-based ETF options.