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.

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

Jill Dildine, CPA, Corporate Vice President, Controller
Jill joined The Pacific Financial Group, Inc. in 2006. Jill is a certified public accountant with 30 years of accounting experience. Previously, she worked as an executive controller, chief financial officer, and vice president of finance. Jill handles all the aspects of accounting for the company including preparation of all financial statements, in addition to being responsible for human resources, compliance, and computer system administration. Jill graduated with a B.A, Business Administration from Baylor University.

Jason Luhan, CCO
Jason Luhan is an executive with 25 years of business experience, spending the past 10 years in various compliance and legal roles for registered investment advisers and broker/dealers, including Chief Compliance Officer, General Counsel and Chief Operating Officer. Jason holds the FINRA series 7, 65, 66, 99, 53 and 24 licenses.