The Pacific Financial Group, Inc. (TPFG) is a turnkey asset management platform provider and pioneer in Self-Directed Brokerage Account (SDBA) Management for 401(k), 403(b), and 457 participants through their advisors.

Connecting the Right
People Makes
All the Difference

Executive Leadership

At the heart of our mission lies a deep commitment to prioritizing
your aspirations alongside your client’s objectives.

Chris Mills CIMA®

Chief Executive Officer

Chris brings over two decades of leadership and business experience in the financial services space. Before taking the helm as CEO of TPFG, Chris had a 21-year tenure at Kovack Securities/ Kovack Advisors where he served as Executive Vice President, and then as President. Chris is a Certified Investment Management Analyst (CIMA) and holds multiple securities licenses. Prior to his career in finance, Chris served in the U.S. Navy for eight years.

Jill Dildine

Corporate Vice President & Chief Financial Officer

Since joining The Pacific Financial Group, Inc. in 2006, Jill, a certified public accountant, brings over 30 years of experience, having held roles as Executive Controller, Vice President of Finance and now Corporate VP & Chief Financial Officer. Her commitment to her role has remained solid and unfaltering throughout her tenure.

Brooks Marston

Executive Vice President, National Sales Manager

Brooks has over three decades of brokerage industry experience and serves as TPFG's National Sales Manager. He brings unique insights from his time at firms like BNY Mellon and Fidelity, benefiting newer team members. Brooks holds a Bachelor of Science in International Business from Quinnipiac University and various FINRA licenses, showcasing his comprehensive understanding of the financial services sector.

Julie Mochan

Executive Vice President, Strategic Marketing Solutions

Julie joined TPFG in 2015 as Dir. of National Retirement. Since then, she has worked in the development of RiskPro, the firm's digital interactive analysis software, along with development of TPFG's two-tiered TAMPs. She now heads up the firm's digital Marketing Dept. with continued strategic planning development. Having held her securities licenses for 25 years, she brings a breadth of experience in all aspects of financial services industry.

Paul Lockwood

Executive Vice President, National Accounts

Paul has extensive experience in strategic planning, business development, product management, and relationship building with key distribution partners in the financial services industry. He has worked at Lincoln Financial Network and Merrill Lynch, and holds Series 7, Series 24, and Series 63 FINRA certifications.

Linda Hoard

Chief Compliance Officer

Linda is a senior-level investment management attorney and compliance expert. She has extensive experience in legal and compliance advisory roles for various financial institutions, including FiSolve, LLC, Ultimus Fund Solutions, LLC, BNY Mellon, and MFS Investment Management. Linda is well-regarded in the investment management industry and has a strong educational background, including a J.D. from Boston College Law School and multiple degrees from Boston College and Fordham University.

Marty Pearson

Vice President of Information Technology

Marty joined TPFG in 2019, bringing more than 20 years of experience delivering strategic IT solutions and digital transformation that align with business objectives. Marty leads the IT team in creating and improving the digital product offerings of TPFG and managing IT functions in relation to cybersecurity, data analytics, software development, technical support, and regulatory compliance. Marty holds his Bachelor degree from San Diego State University, emphasizing in Information Decision Systems.

Judith Cheng

Chief Investment Officer

Judith has extensive experience in investment strategy, analysis, and research, most recently with DWS and BNY Mellon. She has worked at Northwestern Mutual and Royal Bank of Canada. Her focus has been on portfolio construction, market analysis, manager research, and multi-asset model investment portfolios. Judith holds CFA, CAIA, and CIPM designations, and she also has FINRA Series 7 and Series 63 certifications.

Darrell Szymanski, AIF®

Director of Operations

Darrell joined the TPFG team in July 2009 with 4 years of experience in the independent broker/dealer channel. Previously, he was a senior vice president for an alternative investment firm, overseeing management and product training for internal sales representatives. Darrell started his finance career with Charles Schwab and currently holds a Series 65 license. He holds a B.S. from California State University, Hayward.

Managing Members

Megan Meade

Managing Member

Nick Scalzo

Managing Member

James Molloy

Advisor to Managing Members

Connecting the Right
People Makes
All the Difference

Executive Leadership

Chris Mills CIMA®

Jill Dildine

Brooks Marston

Julie Mochan

Paul Lockwood

Linda Hoard

Marty Pearson

Judith Cheng

Darrell Szymanski, AIF®

Managing Members

Megan Meade

Nick Scalzo

James Molloy

Learn how TPFG can help you and your clients

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OUR SERVICES

CONTACT US

Connecting the RightPeople MakesAll the Difference

Executive Leadership

Chris Mills CIMA®

Jill Dildine

Brooks Marston

Julie Mochan

Paul Lockwood

Linda Hoard

Marty Pearson

Judith Cheng

Darrell Szymanski, AIF®

Managing Members

Megan Meade

Nick Scalzo

James Molloy

Learn how TPFG can help you and your clients

Connecting the Right
People Makes
All the Difference