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