Pacific Southwest FinancialWho We Are

Founded in 1998 Pacific Southwest Financial is an independent life insurance brokerage firm. Our Group of Companies is ready to assist, with 2022 Insurance Premiums over $400 million and over $70 billion of inforce coverage we pride ourselves on servicing the advisor community.

Pacific Southwest Management Team

Rick Maholchic

Rick Maholchic, CLU, ChFC President

Pacific Southwest Financial
Gordon Wilson

Gordon Wilson, CIO

Pacific Southwest Financial
Stephanie Fregeau

Stephanie Fregeau, Operations Manager

Pacific Southwest Financial

Pacific Southwest Financial Sales Team

Brian Thompson
Brian Thompson, Wealth Planning Consultantt

Southern California

Brianna Guttman
Brianna Guttman, CLTC, Internal Sales Consultant

Southern California

Dave Austin
Dave Austin, CFP, ChFC, CLU, Wealth Planning Consultant

Southern California

David Canaday
David Canaday, MSFS, ChFC, CLU, Wealth Planning Consultant

Southern California

David Patton
David Patton, Wealth Planning Consultant

Southern California

James Eddy
James Eddy, Case Design Manager

Southern California

Kari Woods
Kari Woods, Internal Sales Consultant

Southern California

Samantha Maholchic
Samantha Maholchic, Internal Sales Consultant

Southern California

Susan Viator
Susan Viator, Wealth Planning Consultant

Southern California

Nichole Schurr
Nichole Schurr, CFP, CLU, ChFC, Wealth Planning Consultant

Northern California

Tim Linaugh
Tim Linaugh, CLU, Wealth Planning Consultant

San Diego

Cindy Guzzo
Cindy Guzzo, CLU, ChFC, Wealth Planning Consultant

San Diego

Robert Charron
Robert Charron, CFP, AEP, Wealth Planning Consultant

San Diego

Milton G. Brenner
Milton G. Brenner, Case Design Manager

San Diego

Anna Pelkus
Anna Pelkus, Internal Sales Consultant

San Diego

Greg Anderson
Greg Anderson, CLU, CHFC, Wealth Planning Consultant

Arizona

Nate Thurbee
Nate Thurbee, Case Design Manager

Arizona

Bob Stankey
Bob Stankey, MBA, Wealth Planning Consultant

Washington