Home You & Your Family Your Retirement Your Business Your Career Resources About OUR LEADERSHIP FINANCIAL LEADERSHIP Success is seldom a solo act. Nowhere is this more true than in personal, family, and enterprise financial strategies. Given the complex, high-stakes nature of what we do, we have assembled a team of more than 150 advisors and specialists, over 2,000 active brokers, dozens of staff, and an international network of resources and support. LEADING THE WAY FORWARD You’ll be working with a diverse team with uniquely competitive capabilities. Pacific Advisors has earned EDGE certification for gender equality in professional development, mentoring, recruitment, promotion efforts, and community culture. Our commitment to equal value, respect, and access to opportunities for all members of our team lets you succeed in your objectives. MEET OUR LEADERSHIP TEAM KELLY KIDWELL CEO & PRESIDENT CFP® ChFC® CLU® As CEO of Pacific Advisors, Kelly Kidwell is a frequent national lecturer for business owners and provides continuing education for attorneys, accountants, and financial advisors. Active across the industry and in the community, he is known and respected for his effective strategies for corporate, tax, charitable and estate planning. READ MORE ERIC MCDERMOTT MANAGING PARTNER CFP® ChFC® CLU® As leader of the Annual Insights™ Team, Eric McDermott and his team work with business owners at all stages of the enterprise life cycle — from new business capital strategies, to recapturing lost capital and redirecting it to business growth or personal net worth, or helping ensure smooth business succession and transition into retirement. READ MORE MATT SHIPMAN MANAGING PARTNER . Matthew Shipman is a Managing Partner and is also a member of the Board of Directors for Pacific Advisors. He oversees the Development and Training team (Advisor Performance Group) and is tasked with growing the investment and advisory services division, which currently manages over one billion dollars in client assets. READ MORE MISTY WELTZIEN MANAGING PARTNER CLU® ChFC® CFP® As a Managing Partner for Pacific Advisors, Misty Weltzien is responsible for managing the overall advisor experience within the firm including recruiting, attracting, onboarding, training, and practice management. Together with the Advisor Experience Team, Misty helps experienced advisors take their practice to the next level and career changers who feel financially or intellectually stagnant start rewarding careers as financial representatives. READ MORE Contact Pacific Advisors Office: 888-399-3331 333 N Indian Hill Blvd Claremont, CA 91711 contact@pacificadvisors.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright 2021 FMG Suite. Pacific Advisors LLC is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 333 N Indian Hill Blvd, Claremont, CA 91711, 909-399-1100. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Pacific Advisors LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA License #0K12914. Important Disclosures | Online Privacy Statement | Website Terms of Use | California Consumer Privacy Notice General Pacific Advisors Inquiries: 1-888-399-3331 or contact@pacificadvisors.com | © 2001-2020 Pacific Advisors LLC. All Rights Reserved. 2020-107475. Exp. 8/22. Feedback