Our Company PAX Financial Group was created out of a desire to provide truly independent investment and insurance advice. We imagined an environment where we could not only provide excellent financial advice, but we could educate, inspire and create a positive impact within our community that would affect generations to come. PAX Financial Group derived its name from the Latin word pax which means peace. We strive to provide the proper knowledge, planning and advice to bring pax into our clients’ lives. How Are We Different? We are endorsed by Dave Ramsey. We are INDEPENDENT and unbiased in our advice. We have access to an award winning research team at LPL Financial located in San Diego and Boston. We have a great staff and internal systems that are built around the client experience. ******************************************************************************* Our Value Proposition Philosophy We embrace the Dave Ramsey philosophy of financial planning. Independent We do not offer proprietary products, only independent advice. Support We have multiple advisors and staff to service the client’s needs. Internal Process We have systems that are tested by top advisors around the country. Research We utilize award winning research through LPL Financial. *******************************************************************************

Our Team DARRYL LYONS, CHFC, CFP® Partner, LPL Financial Advisor Comprehensive Wealth Manager JOSEPH SCHUETZE, Partner, LPL Financial Advisor Comprehensive Wealth Manager RUTH FOREHAND, CFP® LPL Financial Advisor Comprehensive Financial Planner KEVIN FORCE, Wealth Manager Dave Ramsey Specialist BRYAN WING, CFP® LPL Financial Advisor College Planning Specialist MARTIN FERGUSON, Wealth Manager 401K and Group Retirement Specialist JUSTIN ELLIOTT, Wealth Manager Health and Life Insurance Specialist DAVE ZANDER, CFP® LPL Financial Advisor Social Security Specialist

Securities offered through LPL Financial, member FINRA/SIPC

3512 Paesanos Parkway, Suite 103 San Antonio, TX 78231

www.paxfinancialgroup.com 210.881.5700

P L A N T I N G T H E S E E D S F O R A B R I G H T E R F U T U R E

C a l c u l a t i n g

P l a n n i n g

M a n a g i n g

IN V E S T M E N T S T R AT E G I E S

W E E X I S T T O B R I N G G E N E R AT I O N A L C H A N G E T O M I D D L E A M E R I C A T H R O U G H

A PROCESS OF INDEPENDENT FINANCIAL ADVICE AND PRINCIPLED LEADERSHIP

3512 Paesanos Parkway, Ste 103 ~ San Antonio, TX 78231 ~ 210.881.5700 ~ www.paxfinancialgroup.com Securities and advisory services offered through LPL Financial,

a Registered Investment Advisor, Member FINRA/SIPC

3512 Paesanos Parkway, Ste 103 ~ San Antonio, TX 78231 ~ 210.881.5700 ~ www.paxfinancialgroup.com Securities and advisory services offered through LPL Financial,

a Registered Investment Advisor, Member FINRA/SIPC