Our Team

President and CEO
todd@thepfdgroup.com
(800) 733-4487 x 306

Todd has 26 years of experience in the financial services industry. He joined Pacific Financial designs after graduating from the Business School at San Diego State University. He received the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College in Bryn Mawr, Pennsylvania.

• Series 7, Series 24, and Series 63

• Life and Qualifying member of the Million Dollar Round Table (MDRT)
• Court of the Table qualification
• Top of the Table qualification

Todd spends time on numerous charitable causes, and he serves on the board of directors of Skills for Living, an international charitable organization.

Vice President and CFO
shane@thepfdgroup.com
(800) 733-4487 x 305

Shane joined Pacific Financial Designs in 2003 and has specialized in investment strategies and plan design for both groups and individuals. While focusing on tax issues and market volatility, Shane has helped hundreds of clients transition into retirement using a variety of investment vehicles.

Shane graduated from Eastern Illinois University's School of Business with a degree in Accounting. After working with large corporations in private sector accounting several years, he developed extensive knowledge of tax laws and their application in financial products.* He has been recognized with multiple Court of the Table qualifications by the Million Dollar Round Table (MDRT).

• Series 6 and Series 63

President, Emeritus
pat@thepfdgroup.com
(800) 733-4487 x 308

With over 44 years of industry experience, Patrick Madden has many great accomplishments in the insurance and financial industry. Having served in high level management roles for companies like Prudential and American General, Pat has a great deal of background with quality insurance companies. His professional designations include Chartered Financial Consultant and Chartered Life Underwriter. He is a past president of the General Agents and Managers Association and has received many industry awards.

Director of Group Benefits
mark@thepfdgroup.com
(800) 733-4487 x 302

Mark Bol joined Pacific Financial Designs in June 2009 after spending 19 years in the computer industry in various networking, hardware and software support roles. Bringing to the PFD team his excellent customer service, no exceptions ethic and a certification as a Certified Support Professional I. He is a veteran of the U.S. Navy and spent the past 10 years as a Customer Support professional at Hewlett Packard.

Benefit Specialist
robert@thepfdgroup.com
(800) 733-4487 x 304 - Office
(480) 320-9754 - Cell

Robert Jagus began working with Pacific Financial Designs in 2008. After receiving his bachelor’s degree in print media from the Rochester Institute of Technology, he enjoyed a 40-year career in the printing industry. While working, Robert was committed to educating fellow employees on the importance of insurance and benefits. It was a natural progression when he left the printing industry to enter the benefit and retirement planning field. Robert now resides in Cave Creek, AZ. He administers both group and individual benefit programs for all of Pacific Financial Designs’ Arizona clients.

Registered Representative
christine@thepfdgroup.com
(800) 733-4487 x 307

Christine is a dedicated professional and has advised clients since 1981. She is a graduate of The American College and has earned her Chartered Life Underwriter designation. She is a member of the San Diego Association of Insurance and Financial Advisors has been recognized with awards from financial organizations throughout her career. Her licensing includes series 6 and 63.

Consultant

Roger Mathias has 30 years of experience working in law enforcement. Roger retired from the San Diego County Sheriffs Department after 26 years. During Roger’s time on the department he served as a director on the board of the San Diego County Deputy Sheriffs Association (DSA). Roger spent five years on the board as the Benefits/Insurance Chairman. It was during Roger’s tenure in that capacity that the DSA installed most of the group benefits they enjoy today. Members of the DSA have a benefit package today that is among the best in California thanks to Roger. Roger’s experience enables him to assist law enforcement associations in the difficult task of establishing and maintaining premiere benefit programs.

Benefit Specialist
jim@thepfdgroup.com
(800) 733-4487 x 303

James Kasper retired from the United States Navy in 1979. He joined Pacific Financial Designs in 1988 and is experienced in group benefits and other programs.

Consultant

Chuck Curtis retried as a Lieutenant from the San Diego County Sheriffs Department after 32 years. In addition to being a Past President of the San Diego County Deputy Sheriffs Association, Chuck served over 20 years as the Chairman or Co-Chairman of the Insurance Committee. Chuck has also served as President of the Retired San Diego County Deputy Sheriffs Association.
Chuck’s background in Law Enforcement and time spent building benefit programs in Law Enforcement Associations allow unique insight into the details necessary to install benefit programs. Because of the years Chuck has spent at various levels negotiating benefit programs for members of large Law Enforcement Associations he gives Pacific Financial Designs an edge over other benefit providers when it comes to negotiating and installing programs for any size association.