David is the Chief Executive Officer of The Pacific Group. He oversees all aspects of the firm’s operations. Prior to The Pacific Group, David worked as a Wall Street Investment Banker with Wasserstein Perella & Co. and Salomon Smith Barney. There, he executed over $100 billion in complex merger & acquisition and corporate finance transactions for some of the world’s largest companies. His client base included Aetna US Healthcare, Magellan Healthcare, Allegiance Corp., HealthSouth, MedPartners, Snapple, Interpool Inc., Indigo Aviation, American TransAir, and BlueCross/BlueShields of California, Kansas City & Missouri.
Prior to investment banking, David worked as a Certified Public Accountant. He attended Harvard Business School where he graduated with an MBA.
Kelly is a Senior Administrator of The Pacific Group for the Texas Division. She helps oversee the day to day administrative operations including personnel and client related matters. Kelly has 7 years of experience within the financial services industry. Her specialties include customer relations and account management, collaborating with the team of advisors to ensure best in class service.
Kelly lives in the Fort Worth area with her husband of 25 years and enjoys spending her free time with family and friends. Her hobbies are painting, taking motorcycle trips and she is involved with volunteer work in and around her community.
Kosmo is an Associate of The Pacific Group. He specializes in financial and retirement planning, with an emphasis on asset accumulation and distribution. Kosmo works closely with clients to develop and execute tailored individual financial strategies specific to each client.
Prior to The Pacific Group, Kosmo was an associate with Hollis CPA LLC, a growing accounting firm in Austin, Texas. He graduated from The University of Texas at Austin with a Bachelor of Arts Degree in Economics.
Tim is the Managing Director of the Texas Division of The Pacific Group. He works with high net worth individuals and corporations on the development and execution of tailored financial strategies spanning the areas of investment consulting, tax planning, insurance and risk management, and estate planning. Tim has over 10 years of experience in the financial services industry.
Prior to his career at The Pacific Group, Tim served as a sergeant in the United States Marine Corps for five years. He graduated cum laude from Texas Christian University with a Bachelors of Arts Degree in Entrepreneurial Management.
Corey is a Senior Vice President of The Pacific Group. He specializes in retirement income distribution planning, risk management, and personnel management. His focus also extends to the area of estate planning and an emphasis in wealth transfer and taxation management strategies. He holds the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning and has over 10 years of industry experience. Corey has a passion for helping families prioritize their needs and define their financial goals.
Corey graduated from Texas Christian University receiving his BBA in Entrepreneurial Management. He currently serves on the Board of Directors for Lena Pope assisting the Financial, Programming and Executive committees for the organization. Corey and his wife, Amanda, reside in Aledo, Texas and recently welcomed their first son.
Nick is a Vice President of the Pacific Group. He specializes in financial analysis projects, technology implementation, and providing due diligence for compliance. A big part of Nick’s responsibility is to ensure seamless integration between departments.
He graduated from the University of Southern California receiving a degree in Business Administration and an emphasis in Financial Analysis & Valuation, as well as Entrepreneurship. When he is not working, Nick dedicates his time to family, friends, and his Catholic parish, working specifically with teens and young adults. Furthermore, he enjoys serving his community whenever possible.