PAX Financial Group, LLC Employee Directory

Financial ServicesTexas, United States11-50 Employees

With more than 100 years of combined experience, San Antonio, Texas-based PAX Financial Group is passionate about helping others live the life of their dreams. We're more than just financial advisors; we're life advisors! Locally owned and independent, our advisors are deeply committed to helping others achieve their vision of financial success. We offer holistic financial assessments, investment management, and insurance all in one place.

We have partnered with best-in-class organizations such as Goldman Sachs and Dave Ramsey to bring valuable resources to the community. We are proud to be part of the Forbes Finance Council that brings together leaders from every industry to make a greater impact on the business world.

We are honored to be ranked amongst the Best Places to Work in San Antonio for many years and have made the Inc 5000 three years in a row. We are committed to being a positive workplace as we help our clients make better financial decisions to live the meaningful lives they desire.

Find PAX Financial Group, LLC employees' phone numbers or email addresses

PAX Financial Group, LLC Global Highlights

Location
Employees

North America
29

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  • United States Of America
    29

PAX Financial Group, LLC's Leadership

  • Stylized image of a person
    B. W.
    Chief Investment Officer And Investment Planner
    Phone icon
  • Stylized image of a person
    J. B.
    President
    Phone icon
  • Stylized image of a person
    A. S.
    President
    Phone icon
  • Stylized image of a person
    D. W. L.
    Co-Founder | Ceo | Certified Financial Planner (tm) | Retirement
    Phone icon
  • Stylized image of a person
    J. S.
    Co-Founder
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  • Stylized image of a person
    K. F.
    Vice President
    Phone icon
  • Stylized image of a person
    A. B.
    Director Of People & Culture
    Phone icon
  • Stylized image of a person
    J. E.
    Director Of Sales - Employee Benefits & Insurance
    Phone icon

PAX Financial Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Business Development
  • Community & Social Services
  • Accounting
  • Other
  • Administrative

Contact profiles from PAX Financial Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. W. L.
    Co-Founder | Ceo | Certified Financial Planner (tm) | Retirement
    Phone icon
    United StatesTexas
    Feb 12, 2026
  • Stylized image of a person
    B. W.
    Chief Investment Officer And Investment Planner
    Phone icon
    United StatesTexas
    Feb 12, 2026
  • Stylized image of a person
    J. B.
    President
    Phone icon
    United StatesTexas
    Feb 12, 2026
  • Stylized image of a person
    J. S.
    Co-Founder
    Phone icon
    United StatesTexas
    Nov 21, 2025
  • Stylized image of a person
    A. S.
    President
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    K. F.
    Vice President
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    A. B.
    Director Of People & Culture
    Phone icon
    United StatesTexas
    Feb 12, 2026
  • Stylized image of a person
    J. E.
    Director Of Sales - Employee Benefits & Insurance
    Phone icon
    United StatesTexas
    Feb 11, 2026
  • Stylized image of a person
    C. C.
    Office And Resource Manager
    Phone icon
    United StatesTexas
    Feb 12, 2026
  • Stylized image of a person
    K. P. O.
    Customer Relationship Management Team Lead
    Phone icon
    United StatesTexas
    Feb 12, 2026

Frequently Asked Questions

What is PAX Financial Group, LLC known for?

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PAX Financial Group, LLC was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 270 North Loop 1604 East 200 San Antonio, Texas 78232 United States. Explore PAX Financial Group, LLC's company overview page for more information.

What is PAX Financial Group, LLC's most common email format?

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PAX Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PAX Financial Group, LLC email formats with LeadIQ.

How many employees does PAX Financial Group, LLC have currently?

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PAX Financial Group, LLC has approximately 25 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are PAX Financial Group, LLC's key employees and leadership?

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As of February 2026, PAX Financial Group, LLC's key employees include:

  • Chief Investment Officer And Investment Planner: B. W.
  • President: J. B.
  • President: A. S.
  • Co-Founder | Ceo | Certified Financial Planner (tm) | Retirement: D. W. L.
  • Co-Founder: J. S.

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