Experience

The Pacific Financial Group, Inc.

• United States
• Investment Management
• 1 - 100 Employee

• CEO

  • Dec 2014 - Present

• President

  • 2005 - Present

  As an active money manager, our team of Portfolio Managers begins by evaluating a broad spectrum of investment tools available today, including but not limited to Exchange Traded Funds (ETF’s), Stocks, Bonds, and Mutual Funds. After a highly selective process of qualifying and quantifying the universe of investment choices, we offer money management services on four distinct investment platforms that professional financial advisors may present to their clients to help achieve their financial… Show more As an active money manager, our team of Portfolio Managers begins by evaluating a broad spectrum of investment tools available today, including but not limited to Exchange Traded Funds (ETF’s), Stocks, Bonds, and Mutual Funds. After a highly selective process of qualifying and quantifying the universe of investment choices, we offer money management services on four distinct investment platforms that professional financial advisors may present to their clients to help achieve their financial goals.



The Pacific Financial Group, Inc

• United States
• Investment Management
• 1 - 100 Employee

• SVP

  • Feb 1999 - Jan 2005

  Greater Seattle Area

• VP Operations

  • Feb 1996 - Jan 1999

  Greater Seattle Area

• Client Services Manager

  • Jan 1991 - Jan 1996

  Greater Seattle Area I learned the value of client relationships and helping solve and answer their questions.