Team Category: Our Team

Laila has over 20 years of experience in the financial industry with a focus on client servicing.  As Manager of Client Services she is responsible for overseeing client requests, reporting for portfolio managers and compliance with the firm’s policies and

Lianna is a Portfolio Associate and Financial Planner at Pacific Global Investment Management Company, a wealth management firm providing investment, financial, and retirement planning services to individuals, foundations, and family offices.

Becky is a CERTIFIED FINANCIAL PLANNER™ professional and Registered Investment Adviser Representative for Pacific Global in Florida with over 20 years experience in the financial services industry and over 15 years as a CFP® professional.

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

George founded Pacific Global in 1991 with a vision for a company that would provide clients with actively managed, value-oriented investing options and highly responsive, personalized service.