Founded in 1984, The Pacific Financial Group, Inc. (TPFG) has established a reputation for superior trust, performance and service. Based in Bellevue, Washington, TPFG has developed strong and rapidly growing national relationships with broker dealers, advisors and clients across the country. As an active money manager, we offer unique individualized portfolio strategies while focusing on innovative investment approaches that distinctly differentiate us from other managers in the industry. 

TPFG was founded on the idea that everyone should have access to quality, investment advice and a financial plan that includes all assets. From this core concept, the firm has developed a legacy of creating innovative, value-add solutions. Today we are a dynamic, WealthTech firm that brings over three decades of traditional asset management experience together with our proprietary technology, RiskPro®, to provide products and services that empower independent financial advisors and their clients.

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Investment Management

The Pacific Financial Group, Inc.

The Pacific Financial Group, Inc.'s headquarters in Bellevue, WA, United States

Chris Mills

Mark Kennedy

Julie Mochan

Candice Lee

Marty Pearson

Dionne Lummus

Jill Dildine

Linda Hoard

The Leadership Team at The Pacific Financial Group, Inc. (TPFG) is responsible for setting the strategic direction and overseeing the operations of the company. Comprised of senior executives across various departments, this team drives the company's vision, ensures regulatory compliance, and executes growth initiatives. Their collective efforts focus on enhancing TPFG's reputation for superior trust, performance, and innovative investment solutions, while empowering independent financial advisors and their clients through advanced WealthTech offerings like RiskPro®.

Leadership Team

The Operations and Administrative Team at The Pacific Financial Group, Inc. ensures the smooth functioning and regulatory compliance of our dynamic WealthTech firm. This team manages trade operations, supports client services, oversees financial accounting, and enforces compliance standards. They play a critical role in enabling our innovative investment approaches by maintaining operational efficiency and delivering high-quality administrative support across the organization.

Operations and Administrative Team

The Sales team at The Pacific Financial Group, Inc., led by senior members including the EVP, National Sales Manager, and Senior Vice President National Sales, is dedicated to fostering and managing national relationships with broker dealers, advisors, and clients. This team is responsible for driving revenue growth, overseeing account management, and promoting TPFG's innovative investment strategies and proprietary RiskPro® technology. Their efforts ensure that financial advisors have the tools and guidance necessary to provide superior investment services to their clients.

Sales

The Marketing and Business Development team at The Pacific Financial Group, Inc. is responsible for driving brand awareness, generating leads, and fostering relationships with broker dealers, advisors, and clients. This includes developing and executing strategic marketing campaigns, managing business applications, and ensuring consistent, value-driven engagement to support the firm's innovative investment approaches and proprietary technology, RiskPro®.

The Pacific Financial Group, Inc.

Org chart

Teams

Leadership Team

Operations and Administrative Team

Sales

Marketing and Business Development

Offices

The Pacific Financial Group, Inc.

Org chart

Teams

Leadership Team

Operations and Administrative Team

Sales

Marketing and Business Development

Offices

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