OUR LEADERSHIP TEAM
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.
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.
CEO & PRESIDENTCFP® 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.
MANAGING PARTNERCFP® 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.
MANAGING PARTNERWMPC® RICP®
As a Managing Partner for Pacific Advisors, Matthew Shipman is responsible for managing the APG team (Advisor Performance Group), leading our wealth management team and overseeing our compliance team. Matt is tasked with growing the investment and advisory services division, which currently manages over four billion dollars in assets administered.
MANAGING PARTNERCLU® 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.