Putting Our Collective Experience to Work for You

We’ve brought together a diverse team of experienced advisors, advisory consultants and institutional investors to form a veteran team that advisors can rely on for expert guidance, support and thought leadership. Our collective experience sitting on all sides of the desk enables us to better understand the unique challenges and opportunities you face on a daily basis. Let us share our knowledge and industry expertise with you.

Our team members have consulted with some of the most successful and respected advisors in the country. We’ve taken these experiences and best practices and have integrated them within our business.

The Pacific Financial Group, LLC

Nick Scalzo, ChFC, CLU, Managing Member Pacific Financial Group, LLC 
Nick Scalzo founded Pacific Financial Group, LLC, a multi-strategist TAMP, with his brother Gaetan in October, 2008. Nick is managing member of PFG. Gaetan Scalzo remains president of the Scalzo’s retail investment firm, Claremont Financial Group, Inc. Claremont Financial is an independent registered investment advisory. Nick and Gaetan have 36 years of cumulative experience as financial advisors and, through this experience, bring the unique perspective of the ‘advisor/client’ relationship to Pacific Financial Group, LLC.

Jeff Olsen, President
Prior to joining Pacific Financial Group, LLC in May 2008, Jeff Olsen served as Regional V.P. with John Hancock Wood Logan. Over his nearly 15 year career at John Hancock his roles included management of internal sales and marketing for the Western U.S. as well as wholesaling mutual funds, variable annuities and separately managed accounts. He is a past recipient of the Outstanding Sales Achievement Award.

Olsen graduated magna cum laude from the University of California Irvine with a BA in Social Ecology and an emphasis in Psychology.

Richard R. Lavin, Chief Legal Officer / Chief Compliance Officer
Rick Lavin brings to Pacific Financial Group, LLC extensive business, legal and regulatory experience in the financial services industry, including a 20-year relationship with Fidelity Investments: as Executive Vice President; as Deputy General Counsel; as Chief Litigation Counsel; and as a Law Firm Partner. His work with Fidelity spanned the areas of investment management, product development, retail and wholesale distribution, and back office support for investment advisors and broker/dealers. In addition, Rick provided leadership and strategic direction to more than 150 Legal, Compliance and Risk Professionals.