PAX Financial Group

Daniel Reller is a financial advisor at PAX Financial Group in San Antonio, TX, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Suarez Financial Planning Group, C and J Wealth Advisors, and Coulter and Justus PC. PAX Financial Group serves individuals, high-net-worth clients, small businesses, corporations, and their retirement plans. The firm employs a team-based investment approach grounded in academic frameworks like Modern Portfolio Theory, offering diversified portfolio management, retirement plan consulting, and values-based investing strategies.

Sandra Justin is a financial advisor with PAX Financial Group in San Antonio, TX, holding a Series 65 license and six years of industry experience. Her prior roles include five years at Broadway Wealth Solutions and fifteen years at Broadway National Bank. She is also licensed in life and health insurance. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, corporations, and their retirement plans. The firm employs a team-based investment approach overseen by an Investment Committee that utilizes traditional academic frameworks to build diversified, long-term portfolios with periodic rebalancing and incorporates conservative, Christian values–based ETF selections.

Ronald Zunker Jr. is a Series 66 licensed advisor with seven years of industry experience, currently working at PAX Financial Group since 2022. He previously worked at Equitable Advisors and Axa Advisors, and has experience as a self-employed professional and with Clean Air and Water, LLC. Outside of his advisory role, he participates in community organizations including the Rotary Club of Fair Oaks Ranch and serves as Treasurer on the Greater Boerne Chamber of Commerce executive committee as well as for the Kendall County Women's Shelter. PAX Financial Group serves individuals, high-net-worth clients, small businesses, and corporations with services including portfolio management, retirement plan consulting, and business exit planning. The firm uses a team-based investment approach guided by an Investment Committee that applies traditional academic frameworks and incorporates values-based ETF selections along with hedging and income strategies when appropriate.

Meghan Tapia is a financial advisor at PAX Financial Group with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at AllianceBernstein and Renaissance Wealth Management Group of Texas. Outside of her financial advisory role, Tapia owns and operates Willow Tree Builders, a representation and marketing business. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, corporations, and their retirement plans. The firm employs a team-based investment approach guided by an Investment Committee, utilizing traditional academic frameworks and values-based ETF selections to build diversified, long-term portfolios.

Jacob Campbell is a CFP® with four years of industry experience, currently serving at PAX Financial Group. Before joining PAX Financial Group in 2022, he worked for eight years at Bluebonnet Chrysler Dodge. He is also a board member of the Animal Defense League. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, corporations, and their retirement plans. The firm employs a team-based investment approach guided by an Investment Committee and integrates traditional academic frameworks alongside values-based ETF selections and tailored strategies such as covered-call writing.

Jennifer Wall is a financial advisor at PAX Financial Group in San Antonio, TX, with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at PAX Financial Group since 2015, including a two-year tenure at LPL Financial. Wall serves as a board member for the Children's Bereavement Center of South Texas. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, corporations, and their retirement plans. The firm uses a team-based investment approach grounded in traditional academic frameworks and offers portfolio management, retirement plan consulting, financial planning, and business exit planning services.

Laura Simpson is a CFP® with 17 years of industry experience, currently serving at PAX Financial Group since 2016. She previously worked at LPL Financial from 2014 to 2017. Outside of her advisory role, she 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 provides advisory services to individuals, high-net-worth clients, small businesses, and corporations, including portfolio management, retirement plan consulting, financial planning, and business exit planning. The firm employs a team-based investment approach overseen by an Investment Committee, utilizing traditional academic frameworks and values-based ETF selections to construct diversified portfolios.

Roger Stukkie is a CFP® and ChFC® with 17 years of experience in financial services. He has been with PAX Financial Group since 2020 and previously worked at firms including Champion Group, Inc., Pontem LLC, and Waddell & Reed, Inc. Stukkie serves as Board Member and Treasurer of Ransomed Life, a nonprofit focused on supporting exploited youth. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, and corporations, offering portfolio management, retirement plan consulting, financial planning, and business exit planning. The firm employs a team-based investment approach guided by Modern Portfolio Theory and incorporates conservative, values-based ETF selections alongside traditional portfolio management strategies.

Monica Cervantes is a financial advisor at PAX Financial Group in San Antonio, TX, with six years of industry experience. She holds a Series 65 designation and previously worked at Brent Forrest & Associates, L.L.C., Haynie & Co., Darilek Butler & Associates, and DK Partners, PC. Monica serves as a board member of the Financial Planning Association’s San Antonio & South Texas Chapter and is involved with several nonprofit committees, including Guardian House and Transplants for Children. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, and corporations, offering portfolio management, retirement plan consulting, and financial planning. The firm employs a team-based investment approach grounded in traditional academic frameworks and incorporates values-based ETF selections and various hedging and income strategies.

Jonathon Fitz Simon is a financial advisor with PAX Financial Group in San Antonio, TX, holding a Series 65 designation and four 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 provides advisory services to individuals, high-net-worth clients, small businesses, corporations, and their retirement plans. The firm employs a team-based investment approach overseen by an Investment Committee, utilizing traditional academic frameworks and incorporating values-based ETF selections alongside other strategies such as covered-call writing and limited derivative use.

Janise Brooks is a financial advisor with PAX Financial Group in San Antonio, TX, holding Series 63 and Series 66 licenses and 18 years of industry experience. She previously worked at 360 Wealth Management, LLC and LPL Financial, LLC. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, and corporations, offering portfolio management, retirement plan consulting, financial planning, and business exit planning. The firm employs a team-based investment approach overseen by an Investment Committee that applies academic frameworks and incorporates values-based investing strategies.

Darryl Lyons II is a CFP®-credentialed financial advisor with 26 years of industry experience, currently with PAX Financial Group since 2016. He previously worked at LPL Financial for 10 years. Lyons serves on the board of New Braunfels Christian Academy, volunteers with The Chosen Non-Profit adoption and foster care organization, and chairs the Admirals Basketball Academy International Basketball Ministry. He is also an author of three books on finance, business, and leadership. PAX Financial Group provides advisory services to individuals, high-net-worth clients, and businesses, offering portfolio management, retirement plan consulting, financial planning, and business exit planning. The firm uses a team-based investment approach grounded in traditional academic frameworks and includes values-based ETF selections along with various hedging and income strategies.

Charles Garcia Jr. is a CFP® professional with 26 years of industry experience, currently serving at PAX Financial Group since 2019. His prior experience includes roles at USAA Investment Management Company, USAA Financial Advisors, LPL Financial, Merrill, and Valic Financial Advisors. Outside of his advisory work, he is a writer of fictional manuscripts, teaches CFP Ethics courses as a CFP Board Certified Instructor, volunteers with Team Rubicon disaster relief, and serves as Treasurer and Board Member of I Care San Antonio. PAX Financial Group provides advisory services to individuals, high-net-worth clients, and small businesses, offering portfolio management, retirement plan consulting, and business exit planning. The firm employs a team-based investment approach grounded in academic frameworks and incorporates values-based investing and income strategies.

David Alvarez is a CFP® certificant with 20 years of industry experience. He has worked at PAX Financial Group since 2019 and previously spent four years at Intercontinental Wealth Advisors. Alvarez serves as a board member for the SA Hope Center and the Blood and Tissue Center Foundation. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, corporations, and their retirement plans. The firm employs a team-based investment approach utilizing traditional academic frameworks combined with values-based ETF selections and offers portfolio management, retirement consulting, and business exit planning services.

Joshua Young is a CFA® charterholder with seven years of industry experience. He currently serves as an advisor at PAX Financial Group and has held prior roles at firms including WorthPointe, Constitution Wealth, The Republic Capital Management, Cambridge Square Capital, and Harvard Management Company. He is also a director of the Southwest Public Policy Institute, a nonprofit focused on public policy in the American Southwest. PAX Financial Group provides advisory services to individuals, high-net-worth clients, small businesses, corporations, and retirement plans. The firm employs a team-based investment approach using traditional academic frameworks and values-based ETF selections, offering diversified portfolio management alongside retirement plan consulting and business exit planning.