Executive Leadership

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.

Lincoln brings over 25 years of experience leading and scaling wealth management and technology businesses, with deep expertise in operations, product, and strategy. Most notably, he spent nearly a decade at Envestnet, serving in senior leadership roles including Chief of Business Operations, Executive Vice President, Head of Product & Operations, and Managing Director of Strategy, where he played a central role in aligning teams and driving sustained revenue growth. Prior to Envestnet, Lincoln spent more than a decade at FundQuest, ultimately serving as President and CEO, leading the firm through significant growth and transformation across technology, product development, and operations. 

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.

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.

Julie joined The Pacific Financial Group in 2015 as Director of National Retirement. Since then, she has played a key role in the creation and ongoing development of TPFG's two-tiered successful Turnkey Asset Management Platform (TAMP). Julie has a hand in many aspects of the innovation happening at the company, and now leads Advisors Services, 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.

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®).

Ally is a SHRM-CP certified HR professional with over a decade of experience spanning business services, manufacturing and distribution, healthcare, and fintech. She specializes in designing and optimizing HR processes, with a focus on aligning policies, procedures, and people strategies to drive business growth and operational efficiency.

Ally partners closely with leadership to develop and implement strategic HR initiatives that enhance performance, scalability, and overall organizational effectiveness. She is known for her balanced approach, combining strong business acumen with a commitment to fairness, integrity, and fostering a positive workplace culture.

Ally holds a bachelor’s degree in Psychology, with a minor in Sociology, from Kutztown University of Pennsylvania.

Courtney brings 19 years of marketing leadership experience to The Pacific Financial Group, with a proven track record of building growth-focused marketing strategies across financial services and other B2B industries. Prior to joining TPFG, he served as Senior Marketing Director and interim Vice President for Advanced Pension Programs, where he led the organization’s end-to-end marketing strategy supporting retirement plan solutions and related financial services. Throughout his career, Courtney has developed and executed integrated marketing programs that have generated millions of dollars in revenue and pipeline growth while strengthening brand awareness, client engagement, and sales effectiveness. 

At TPFG, Courtney leads the firm’s marketing strategy with a focus on expanding brand visibility, supporting advisor and sales growth, strengthening digital and content initiatives, and aligning marketing programs with the firm’s broader strategic objectives. His experience spans go-to-market strategy, demand generation, brand positioning, content, digital marketing, marketing technology, and sales enablement. 

Michael Mendenhall is a global Chief Marketing Officer and Chief Communications Officer who has led brand, marketing, and communications at The Walt Disney Company, Hewlett-Packard, IBM, Flex, and TriNet. Over 17 years at Disney, he rose to President of Marketing & Synergy for Walt Disney Studios and EVP of Global Marketing for Disney Parks and Resorts, a $10B enterprise. There he created the foundational brand campaigns "Magic Happens" and "Where Dreams Come True," oversaw the launches of Euro Disney and Hong Kong Disneyland, and led all global marketing and synergy for Walt Disney Studios, including major films such as Toy Story, Finding Nemo, Pirates of the Caribbean, and The Princess Diaries.

A brand-to-revenue architect, he converts brand strategy into measurable growth, directly driving 37% of TriNet's top-line revenue, generating $2B+ in brand value at Flex, and growing unaided awareness 300% in a single year. His signature campaigns also include HP's "Let's Do Amazing," IBM's "Let's Put Smart to Work," and TriNet's "People Matter."

Named CMO of the Year and a Wall Street Journal Marketing Visionary, and an Emmy and Cannes Silver Lion winner, he has served as an active board advisor, WSJ CMO Network member, and World Economic Forum council member.