About Us
Empowering Your Financial Future: Discover the First Pacific Financial Difference
At First Pacific Financial, we hold dear the belief that your financial well-being should mirror your deepest values and aspirations. Whether you prioritize family, career advancement, exploration through travel, or making a meaningful impact on the world, our mission is to empower you to align your financial decisions with your personal convictions.
We founded First Pacific Financial over three decades ago with a singular purpose: to establish a financial advisory firm dedicated to prioritizing the needs and desires of our clients. We firmly believe that authenticity is the cornerstone of a fulfilling life, and our commitment to authenticity guides every aspect of our work.
Through our comprehensive total wealth management approach, we assist you in harmonizing your short-term financial needs with your lifelong aspirations, creating a unified financial landscape.
Our goal is simple: to ensure that your financial resources enable you to pursue what truly matters to you, while we handle the intricacies of financial management with precision and care.
Meet Your Team

Diane Bell
Client Services Associate

Joanne Brouwer
Portfolio Administrator

Aaron Claridge, CFP®
Financial Advisor

Bailey Code
Portfolio Administrator

Adiah Cozby
HR/Marketing Coordinator

Suzy Craddock
Client Experience Coordinator

Becky Eckert, CFP®, ChFC
Financial Advisor

Todd Engblom-Stryker, MS, CFP®
Chief Executive Officer

Darren Farrell
Financial Advisor

Rafik D. Fouad, CFP®
Retirement Plan Advisor

Becki Garrow
Financial Advisor

Harrison Hinz, CFP®
SPARK Financial Advisor

Steve Holdsworth, MBA, CFP®, CLU®
Financial Advisor

Taryn McCauley
Chief Operations Officer

Todd Montalbo
Financial Advisor

Meredith Morse, CFP®
Financial Advisor

Jackie Kruger, IACCP®, AIF®
Chief Compliance Officer

Ryan Oldroyd, CFP®, CPA/PFS
Financial Advisor

Elizabeth Perry
Client Services Associate

Danielle Phelps
Client Services Associate

Julie Schmidt
Director of Client Services

Jonathan Thomson, CFP®, CSRIC®
Financial Advisor

Brandon Treasure, CFA, CIPM
Co-Chief Investment Officer

Lori Vaandering
Client Services Associate

Julienne Valois, CFP®
Financial Advisor

Isaac Walters
Financial Advisor

Trainor Warren
Accountant

Chad White
Director of Technology

Adam Wishard, CFP®
Co-Chief Investment Officer | Advisor
