Broker Check

Leadership Team

Executive Leadership

Jill Dildine

Jill Dildine

Corporate Vice President & Chief Financial Officer

Brooks Marston

Brooks Marston

EVP, National Sales Manager

Julie Mochan

Julie Mochan

Executive Vice President, Strategic Solutions

Paul Lockwood

Paul Lockwood

Executive Vice President, National Accounts

Compliance

Linda Hoard

Chief Compliance Officer

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Sales Leadership

Brooks Marston

Brooks Marston

EVP, National Sales Manager

Mark Kennedy

Mark Kennedy

Vice President National Sales

Darrell Szymanski, AIF

Darrell Szymanski, AIF®

Senior Vice President National Sales

Portfolio Management

Judith Cheng, CFA, CAIA

Judith Cheng, CFA, CAIA

Chief Investment Officer

Connor Rochelle

Connor Rochelle

Portfolio Analyst

National Accounts

Paul Lockwood

Paul Lockwood

Executive Vice President, National Accounts

Marketing

Maryam Tabei

Maryam Tabei

Marketing Manager

Technology

Marty Pearson

Marty Pearson

Vice President of Information Technology

Jennifer Rowe

Jennifer Rowe

Business Applications Manager

Managing Members

Megan Meade

Managing Member

Megan Meade is a founding Managing Member of The Pacific Financial Group, Inc.  The Pacific Financial Group relies upon Megan’s extensive background in the financial services industry. Her experience, combined with her...
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Nick Scalzo

Managing Member

James Molloy

Advisor to Managing Members

Client Centered

Client Centered

Our talented team of wealth management professionals bring deep experience to investors each and every day. Serving advisors, and helping their clients build wealth and preserve assets is at the center of everything we do. Let’s start a conversation.