Pacific Financial Group Announces Organizational Changes and Elevates Next Wave of Executive Leadership

Leader in Self-Directed Brokerage Streamlines Guidance with Objective to optimize operations and accelerate growth

BELLEVUE, Wash., July 11, 2022 /PRNewswire/ –The Pacific Financial Group (TPFG), a wealth management innovator and leader in self-directed brokerage account management (SDBA), today announced a reorganization of its leadership team that will position the company for continued success in the growing group retreat space.

(PRNewsfoto/The Pacific Financial Group, Inc.)

Pacific Financial Group Elevates the Next Wave of Executive Leadership

Key leadership changes

Co-CEO Megane Meade and Nick Scalzo will focus on the TPFG Board of Directors and serve as Co-Chairs of the Board. Head of Operations and Administration James Molloy will assume the role of vice-president. Meade and Scalzo will lead new strategic partnership initiatives. Molloy will continue to oversee finance, human resources and legal. Meade, Scalzo and Molloy will continue to oversee the operations of RiskPro®, a subsidiary of TPFG Fintech.

Matt Hamilton remains president, overseeing sales and private management. Additionally, he will now oversee operations and compliance.

Cory Kendall has been appointed Chief Revenue Officer and will lead the sales, marketing and national accounts teams. Cory was previously EVP, Sales Strategy for the past year and a half, supporting the sales efforts of TPFG and RiskPro.

Jacob Brownfield is promoted to Director of Operations. Jacob has supported TPFG through several phases of operations growth over the past 3 years and will now lead the operations and IT departments.

Brooks Marston is appointed Executive Vice-President, Private Banking. Marston will now support the Serve and Protect Financial brand and other related Private Wealth initiatives.

All other positions on the leadership team will retain their current roles.

“We are truly excited to raise the next wave of senior executives at TPFG,” said Megane Meade. Nick Scalzo added, “Megan and I are fully confident in day-to-day decision-making, allowing us to focus our efforts on new strategic initiatives, setting corporate policies and overseeing major investment decisions.”

Innovation requires transformation

The new leadership moves coincide with TPFG’s ongoing digital transformation. This includes new cybersecurity measures, multiple additions to the company’s technology stack, and enhancements to the company’s flagship Strategy PLUS Model Portfolio program.

Wilshire, one of the well-known names in manager research, has been engaged to provide institutional quality oversight on 15 PFG co-branded funds that provide a delivery model for five distinct Strategy PLUS model suites. Wilshire brings quantitative and qualitative expertise to help monitor market movements, structural changes and future trends, as well as potential unforeseen risks.

TPFG’s technology subsidiary, RiskPro®, continues to provide enterprise-level risk tolerance screening and “always-on” monitoring for all TPFG model funds and portfolios.

About Pacific Financial Group

Founded in 1984, The Pacific Financial Group, Inc. (TPFG) is an SEC-registered investment advisory firm and a dynamic wealth management innovator focused on the group retirement space. The firm was an early pioneer in the evolution of self-directed brokerage account management (SDBA) for 401(k), 403(b), and 457 plans. Strategy PLUS is the flagship investment platform company that offers a unique blend of choice, talent and sophisticated modeling not found in traditional pension plans.

The company also offers separately managed accounts, base retirement optimization and a variable annuity program. See www.tpfg.com.

Quote

Quote

View original content for multimedia download: https://www.prnewswire.com/news-releases/the-pacific-financial-group-announces-organizational-changes-elevates-next-wave-of-executive-leadership-301583033 .html

SOURCE The Pacific Financial Group

Aubrey L. Morgan