The Pacific Financial Group, Inc.

Our Team


Jim McClendon Managing Director/CEO Senior Portfolio Manager	Megan Meade President	Scott Friel Vice President	Kenneth Deane Vice President

Sylvain Templeman Vice President	Janet Lee Assistant Vice President	Jennifer Enstad Portfolio Manager	Keith Swanson Portfolio Manager

Jake Chow Financial Consultant	Jill Dildine Controller	Stephanie Larson Vice President Operations	Brian Woodward Client Services

James C. McClendon, Managing Director/CEO, Senior Portfolio Manager
Jim McClendon is the Chief Executive Officer, Senior Portfolio Manager and strategist of The Pacific Financial Group, Inc. Jim began his professional career in 1962. Jim's many years of investment advisory and management experience has led an investment philosophy that combines Fundamental and Technical Analysis with Econometric Studies that blend into a methodology which Jim calls "Rational Analysis". Jim and his team of professionals attempt to take the best of these disciplines and integrate them into a system of understanding, evaluating and judging investment opportunities. This "Rational Analytical" approach focuses not only on premium returns but reducing risk to its lowest level. The Pacific Financial Group, Inc.'s state-of- the-art computers and specialized software are an integral part of the analysis used in these processes. His impressive track record shows consistently superior performance with low risk. Jim's knowledge of the financial industry, and his extensive experience in economic and financial analysis ensures that The Pacific Financial Group, Inc. will always be managed with professional expertise and integrity.

Jim has held various corporate positions, with his key areas of responsibility including Mergers and Acquisitions, Capital Asset Management, Corporate Financial Planning, Labor Negotiations and new Product Development & Analysis. Jim brought this valuable expertise in asset and liability management and investment experience with large national firms to his own business, and the beginnings of The Pacific Financial Group, Inc. were formed. In 1984, the firm was incorporated. Jim holds a degree from Evergreen State College.

Megan Meade, President
Megan Meade is President of The Pacific Financial Group, Inc., and is responsible for the general supervision of the firm. The Pacific Financial Group, Inc. relies upon Megan’s extensive background in the financial services industry and proven commitment to developing client partnerships. She joined The Pacific Financial Group, Inc. in 1991 and has previously served as Senior Vice President. Megan continues to serve on the Board of Directors and sets strategic direction for all sales and marketing. Megan’s years of experience in working directly with our investment team, clients and investment advisors provides insight into successful portfolio management solutions and fostering the highest level of service. Megan has a demonstrated track record of professional achievement and personal integrity, and embodies the core values of the firm. Megan holds a Bachelor of Arts degree from Seattle University. Email: megan@tpfg.com

Scott Friel, Vice President
Scott joined the Pacific Financial with 20 years of experience building national client bases with both Business-to-Business and Business-to-Individual relationships. Scott has an extensive background working with financial advisors and the tools applicable to enhance their individual financial planning practices. his responsibilities include working with registered representatives for training and distribution of strategies and products ranging from variable annuity optimization and fee-based management approaches to advanced tools for niche market opportunities.*** Scott has a BA in Speech Communications from University of Nebraska – Lincoln and a Master of Science Degree, Summa Cum Laude, in Media Communications from Illinois State University He holds a Series 7, Series 24, Series 65, Series 63, Life & Health Insurance. Email: scottf@tpfg.com

Kenneth Deane, Vice President
Kenneth Deane joined The Pacific Financial Group, Inc. in the fall of 2007 with almost ten years of experience of consulting in financial services. Ken provides money management program information, marketing support and presentation assistance to Investment Advisory Representatives throughout the investment advisory community. He received his undergraduate degree in Business Administration with an emphasis in International Business and MIS, from Alfred University. Email: kennethd@tpfg.com

Sylvain Templeman, Vice President
Sylvain joined the TPFG team in October 2007 bringing a unique blend of previous experiences acquired at various premier financial investment companies. Over the past several years, Sylvain has established a reputation as a wholesaler within the independent broker/dealer community with his knowledge of a wide range of investment products through workshops for Investors & Financial Advisors, as well as, continuing education seminars for CFP’s and CPA’s. He received his undergraduate business degree with honors in 1996 at California State University, Fresno, and his M.B.A. with honors in Finance at California State University, Hayward in 2004. He holds NASD licenses series 7, 6, 63, 65, as well as California Insurance licenses for life, health & disability. Email: sylvaint@tpfg.com

Jennifer Enstad, Portfolio Manager
Jennifer is a Portfolio Manager and has been with The Pacific Financial Group, Inc. since 1990. She graduated from the University of Washington with a BA in Business Administration, majoring in Finance. In addition to her undergraduate studies, she is currently a CFA® Level I candidate. Jennifer is an integral part of the investment team and works closely with Jim McClendon in the construction and maintenance of the portfolios. Jennifer’s long tenure with our firm illustrates her dedication the success of our firm and its clients. CFA® and Chartered Financial Analyst™ are trademarks owned by CFA Institute.

Keith Swanson, CFA®, Portfolio Manager
Keith’s career in financial analysis began in 1994 as a portfolio manager and analyst with Washington Capital Management, where he co-managed the Value Fund as well as individual, high net-worth portfolios. Keith earned a Masters of Science in Finance from Seattle University and a BA in Business from University of Washington. He is a holder of the right to use the Chartered Financial Analyst™ designation. Currently, Keith provides securities analysis and a fresh outlook on market trends, economic theory, and portfolio construction in the formulation of strategy. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

Jake Chow, Financial Consultant
Jake was welcomed to The Pacific Financial Group family in 2005. His sales experience within the securities industry has encompassed the spectrum from wirehouse to independent RIA. Jake’s primary focus will be to serve as liaison between the firm and the Registered Representative community in areas of product knowledge, sales and marketing support. He will also serve the executive team with input for strategic initiatives and other projects. Jake is a St. Mary’s College of California graduate with a degree in Economics, B.S. Email: jakec@tpfg.com

Jennifer Rowe Janet Lee, Assistant Vice President
Janet joined the TPFG team in August 2008. She has spent the last five years in the independent broker/dealer channel. Most recently, she was a Senior Vice President of National Accounts for an alternative investment firm where she served as the primary liaison to their broker/dealer clients. She also brings more than five years of Wall Street experience to TPFG, including two and a half years with Bank of America Securities in Equity Research and Institutional Sales and a year with Morgan Stanley in Equity Research. Janet received her B.A. in Organizational Studies with an emphasis on Business from the University of California, Davis. She currently holds Series 7 and 63 licenses. Email: janetl@tpfg.com

Jill Dildine, CPA, Controller

Jill is a Certified Public Account with years of 20 years accounting experience. Previously she worked as an Executive Controller, Chief Financial Officer and Vice President of Finance. Jill graduated from Baylor University with a BA in Business Administration. Jill handles all aspects of accounting for the company including preparation of all financial statements. She is also responsible for human resources and computer system administration. Email: jilld@tpfg.com

Stephanie Larson, Vice President of Operations
Stephanie has been with The Pacific Financial Group, Inc. since 1995. She assumed the role of Vice President of Operations in 2005, and is involved with management of the compliance process, development of marketing strategies, and generally making sure things run smoothly. Stephanie was previously our Client Services Manager at TPFG, and her team developed a strong business relationship with clients and Registered Advisory Representatives. She began her career in finance in North Dakota, and worked for U.S. Bank for 16 years after she moved to Seattle. Email: stephaniel@tpfg.com

Brian Woodward, Client Services Representative
Brian joined The Pacific Financial Group, Inc. in March 2007 as a Client Services Representative. He specializes in the set up of new accounts and general service inquiries. Previously Brian served for 11 years as Operations Manager at Financial Design Group, Inc., a Linsco Private Ledger branch office. He began his career in the financial services industry as a District Manager with Waddell and Reed Financial Services in 1987. Brian is a graduate of the Leadership Institute of Seattle at City University with a Bachelor of Science in Applied Behavioral Science; he has a Certificate in Project Management from the University of Washington and holds a Series 65 license. Email: brianw@tpfg.com