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.

Chris Mills

Dionne Lummus

Mike Jenco

Judith Cheng

Julie Mochan

Marty Pearson

Jill Dildine

Paul Lockwood

Brooks Marston

Linda Hoard

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

Leadership Team

Sales

Operations and Administrative Team

About

Team members

Other teams at The Pacific Financial Group, Inc.

Leadership Team

Sales