Broker Check

OUR LEADERSHIP TEAM

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.

OUR LEADERSHIP TEAM

KELLY KIDWELL

KELLY KIDWELL

CEO & PRESIDENT
CFP® ChFC® CLU®

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ERIC MCDERMOTT

ERIC MCDERMOTT

MANAGING PARTNER
CFP® ChFC® CLU®

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MATT SHIPMAN

MATT SHIPMAN

MANAGING PARTNER
WMPC® RICP®

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MISTY WELTZIEN

MISTY WELTZIEN

MANAGING PARTNER
CLU® ChFC® CFP®

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TOM FREEMAN

TOM FREEMAN

MANAGING PARTNER
CLF®

PACIFIC ADVISORS NEVADA

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BRANDON AU

BRANDON AU

MANAGING PARTNER
CFS®CLTC®

PACIFIC ADVISORS SAN FRANCISCO

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