The Pacific Financial Group, Inc. (TPFG) is a turnkey asset management platform provider and pioneer in Self-Directed Brokerage Account (SDBA) Management for 401(k), 403(b), and 457 participants through their advisors. 

    Phone
    (425) 451-7722
    Mail
    ask@tpfg.com
    Address
    1920 Adelicia Street, Suite 500, Nashville, TN, 37212
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    Phone
    (425) 451-7722
    Mail
    ask@tpfg.com
    Address
    1920 Adelicia Street, Suite 500, Nashville, TN, 37212
    Contact Us
    Contact Us
      The Wave

       

      Connecting the Right
      People Makes
      All the Difference 

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      Executive Leadership

      At the heart of our mission lies a deep commitment to prioritizing
      your aspirations alongside your client’s objectives.

      Megan Meade (1)
      Megan Meade
      /

      Chief Executive Officer, Founding Managing Member

      Megan, a founding member and Chief Executive Officer of The Pacific Financial Group, Inc., guides the strategic direction of the firm and its team with vision and clarity. Under her leadership, TPFG continues to innovate, equipping advisors working with the firm, advanced solutions and industry-leading technology. Megan’s unwavering dedication ensures that every advisor has the resources necessary to deliver professional, attentive care to clients. Her commitment fosters a culture of excellence at TPFG, empowering investors to pursue their financial goals with confidence and trust.

      Jill
      Jill Dildine
      /

      Corporate Vice President & Chief Financial Officer

      Since joining The Pacific Financial Group, Inc. in 2006, Jill, a certified public accountant, brings over 30 years of experience, having held roles as Executive Controller, Vice President of Finance and now Corporate VP & Chief Financial Officer. Her commitment to her role has remained solid and unfaltering throughout her tenure.

      Brooks
      Brooks Marston
      /

      Executive Vice President, National Sales Manager

      Brooks has over four decades of brokerage industry experience and serves as TPFG's National Sales Manager. He has held senior executive roles at Bank of New York Investment Management, Pershing and Fidelity Investments. His experience brings unique insights, benefiting TPFG’s sales team. Brooks holds a Bachelor of Science in International Business from Quinnipiac University and Series 4, 7, 24, 63 & 6 FINRA licenses.

      Julie Mochan
      Julie Mochan, AIF®
      /

      Executive Vice President, Strategic Marketing Solutions

      Julie joined The Pacific Financial Group in 2015 as Director of National Retirement. Since then, she has played a key role in the development of RiskPro, our digital risk analysis platform, and contributed to the creation of our two-tiered Turnkey Asset Management Platforms. Today, Julie leads the Digital Marketing Department, overseeing ongoing strategic initiatives. With 25 years of securities licensing and comprehensive experience across the financial services sector, she brings deep industry expertise to our leadership team.

      Marty
      Marty Pearson
      /

      Vice President of Information Technology

      Marty joined TPFG in 2019, bringing more than 20 years of experience delivering strategic IT solutions and digital transformation that align with business objectives.  Marty leads the IT team in creating and improving the digital product offerings of TPFG and managing IT functions in relation to cybersecurity, data analytics, software development, technical support, and regulatory compliance.  Marty holds his Bachelor degree from San Diego State University, emphasizing in Information Decision Systems.

      Brandon Bastuba
      Brandon Bastuba, CFP®
      /

      Sr. VP Advisory Solutions

      Brandon is a seasoned professional with over a decade of experience in advisor relations, strategic sales leadership, and fintech innovation in financial services. He has a proven ability to drive results, deepen advisor engagement, and grow territories through a consultative, value-driven approach.  Before joining TPFG Brandon grew assets significantly for AssetMark, Orion Portfolio Solutions, and intelliflo. Brandon’s expertise spans RIA and broker-dealer channels, territory development, team training, and strategic relationship management. Known for simplifying complex solutions, he consistently delivers exceptional advisor experiences.

      Greg Silberman
      Greg Silberman, CFA, CAIA
      /

      Portfolio Manager

      Gregory Silberman is a seasoned investment professional with over two decades of global financial experience across North America, Europe, and Asia. Specializing in portfolio management, private equity, M&A, and alternative investments, he has a proven track record of delivering strategic investment solutions to high-net-worth individuals, registered investment advisers, and private equity-owned businesses.

      Greg holds a Bachelor of Accounting from the University of Witwatersran.He is a Chartered Financial Analyst (CFA®) and a Chartered Alternative Investment Analyst (CAIA®).

      Kristen Richards (1)
      Kristen Richards
      /

      Chief Compliance Officer

      Kristen is a seasoned attorney and compliance leader with over 25 years of experience in the asset management industry. Prior to joining TPFG, Kristen served as Deputy General Counsel and Chief Compliance Officer at FS Investments (2020–2025). She provided expert guidance on regulatory compliance and oversaw fund governance. Kristen played a pivotal role in founding Chiron Investment Management (2015–2020), building its legal and compliance framework from the ground up. At Waddell & Reed/Ivy Investments (1995–2015), she scaled compliance operations for a firm managing over $100 billion in assets. Kristen holds a Juris Doctor and Bachelor of Arts in Communications from the University of Kansas. She is licensed with the Kansas Bar and holds FINRA Series 7, 24, and 63 certifications, along with a UniFi by CAIA Fundamentals of Alternative Investments Certificate. Known for her strategic insight, adaptability, and ability to foster a culture of compliance, Kristen runs a tight ship with her team at TPFG.

      Learn how TPFG can help you and your clients

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      All website content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

      Advisory services are provided by The Pacific Financial Group, Inc. (“TPFG”), a registered investment adviser. Additional information about TPFG can be found on the SEC’s website and entering TPFG’s unique CRD number which is 105203. Firm Brochure | Privacy Policy | Terms of Use | IAPD | Careers | BrokerCheck

      We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

      Copyright 2025 The Pacific Financial Group, Inc.

      TPFG is a corporate brand name of The Pacific Financial Group, Inc. and may be used to reference the firm.

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      1920 Adelicia Street, Suite 500, Nashville, TN, 37212
      (425) 451-7722
      ask@tpfg.com