
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, CLU, ChFC President
Pacific Southwest Financial

Gordon Wilson, CIO
Pacific Southwest Financial

Stephanie Fregeau, Operations Manager
Pacific Southwest Financial
Pacific Southwest Financial Sales Team

Brian Thompson, Wealth Planning Consultantt
Southern California

Brianna Guttman, CLTC, Internal Sales Consultant
Southern California

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

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

David Patton, Wealth Planning Consultant
Southern California

James Eddy, Case Design Manager
Southern California

Kari Woods, Internal Sales Consultant
Southern California

Samantha Maholchic, Internal Sales Consultant
Southern California

Susan Viator, Wealth Planning Consultant
Southern California

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

Tim Linaugh, CLU, Wealth Planning Consultant
San Diego

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

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

Milton G. Brenner, Case Design Manager
San Diego

Anna Pelkus, Internal Sales Consultant
San Diego

Greg Anderson, CLU, CHFC, Wealth Planning Consultant
Arizona

Nate Thurbee, Case Design Manager
Arizona

Bob Stankey, MBA, Wealth Planning Consultant
Washington