Our history dates back to 1862, with the first West-coast office of Guardian; today Pacific Advisors serves more than 60,000 clients throughout the country. Our team is comprised of more than 150 advisors and specialists, 2,000+ active brokers, dozens of staff, and an international network of resources and support.

We bring in-depth knowledge and understanding of tax laws, financial services, investments, insurance, and countless strategies needed to build an effective financial foundation for you. Our firm has access to a full range of investment, insurance, retirement, and enterprise products and services, which we combine into coordinated asset strategies tailored specifically to your objectives. 


Insurance

Investment Management

Pacific Advisors

Kelly Kidwell

Donna Schwartz

Allea Nalaine Paguia

Leanna Mayne

Sonja Deans

Shaun Horan

Saundra Flohr

Ryan Freeman

Randy Garza

Peter Foster

Patrick Crader

Patrick Collins

Nikola Jankuloski

Nico Sullivan

Michael Stoltz

May Liu

Marisa George

Lisa Sawoya

Leon Hollie

Lauren Skellern

Kim Mahoney Mba, Wmcp®, Ricp®, Cexp™, Cepa® (Mo)

Kevin Gotwalt

Julia Fleming

John Kramer

Jeffrey Schwartz

Jayson Jones

Helen Spencer

Hassan Jadidi Clu, Chfc

Harrison Yu

Ethan Samuels

Ethan Helm

Eric Post

Dorsa Talab

David Bolton

Daniela Andrea Inzunza

Cameron Bregman

Anthony D. Diaz

Lutcf Alex Silva

Aidan Gates

Sergio Ramirez

Evan Walker

David Liokumovich

Stacy McCann

Ryan Jewell

Rachael Miller

Matt Beaman

Solomon Wolfson

Laura Mendoza

Samantha Schnider

The Financial Services Team at Pacific Advisors is dedicated to delivering personalized financial guidance and strategies tailored to each client's unique needs. Comprised of skilled financial representatives and specialists, the team provides expertise in investments, insurance, tax laws, and retirement planning, working closely with clients to develop comprehensive asset strategies that build a solid financial foundation and help achieve long-term objectives.

Financial Services Team

Leadership Team

Marketing Team

Financial Services Team

About

Team members

Other teams at Pacific Advisors

Leadership Team

Marketing Team