Archives: Our Team

Becky is a CERTIFIED FINANCIAL PLANNER™ professional and registered investment adviser representative in Pacific Global’s Florida office. In addition to providing financial planning services for clients, she serves as a Compliance Officer. Becky has also

As Director of Client Services, Catherine is responsible for the administration of Pacific Global’s investment advisory services. As a Compliance Officer and executive officer of the firm, she also helps oversee the company’s day-to-day operations. She joined Pacific Global in

As Chief Compliance Officer, Barbara is responsible for overseeing the firm’s compliance operations including compliance with securities laws and regulatory requirements, as well as internal policies and procedures. She joined Pacific Global in 2001 and served

Conrad is an Investment Adviser Representative and Senior Portfolio Manager at Pacific Global Investment Management Company, a wealth management firm providing investment, financial, and retirement planning services to individuals, foundations, and family offices.