Our Team

President
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.  His licensing includes series 7 and 63.

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

Todd Madden has 23 years of experience in the financial services industry. He joined Pacific Financial Designs after graduating from the Business School at San Diego State University. His professional designations include: Chartered Financial Consultant and Chartered Life Underwriter. His licensing includes Series 7, 24, and 63. He is a member of numerous financial organizations and has received numerous industry awards.

Financial 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.

Financial Representative
shane@thepfdgroup.com
(800) 733-4487 x 305

Shane Cobb joined Pacific Financial Designs in 2003 and has specialized in plan design and investments. Shane graduated from Eastern Illinois University's School of Business with a degree in Accounting. After working with large corporations in private sector accounting for over 5 years, he developed extensive knowledge of tax laws and their application in financial products.*  His licensing includes series 6 and 63.

Financial Representative
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. His licensing includes series 6 and 63.

Financial Representative
richard@thepfdgroup.com

Richard Wu joined Pacific Financial Designs in July 2009. Richard has over 18 years of experience over a broad range of industries in which he has served as a Project Manager for Information Technology projects, Sales and Marketing, Website Consulting, and Workers Compensation. Richard’s focus on understanding the needs of his clients and ensuring satisfaction has made him an outstanding advisor in all of the industries he has worked in and is now looking forward to bringing that same level of dedication and professionalism to the financial industry. His licensing include Series 7 and Series 63.

RPOAC Benefits Representative / Group Insurance
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.

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.