2077 West Coast Highway, Suite A,
Chief Executive Officer
Megan Meade and Nick Scalzo share the helm at The Pacific Financial Group and ProTools.
The two originally joined forces in 2016, with a common vision to expand investor opportunities and bring added confidence to the advisor-client experience. Both recognized the value RiskPro could add as an overlay to TPFG’s existing mutual fund lineup. As a former advisor turned FinTech visionary, Nick’s financial and technical acumen and the RiskPro product were the perfect complement. In late 2017, TPFG and ProTools were formally reorganized, and Megan and Nick became co-CEOs.
In addition to her role helping set strategic direction for the nearly 30-year old registered investment advisory firm, Megan is an Executive Member of the Board of Directors and serves on the Advisory Board at JPMorgan Asset Management. Her leadership is fresh, and her unique vision has kept her employees, investment advisors and clients optimistic about the future of the company.
Prior to forming ProTools and developing RiskPro, Nick founded The Elements Financial Group, LLC (TEG), a multi-strategist Turn-Key Asset Management Program. He was also a co-owner of Claremont Financial Group, an independent registered investment advisory firm. Nick holds the CLU and ChFC designations as well as series 7, 24, 65 and life/health insurance licenses.
Chief Operations & Administrative Officer
James is responsible for overseeing back office support including finance and accounting, human resources, compliance, legal and IT. He joined the company in 2018 with 35 years of business experience including serving in CFO roles in large multi-national companies and as the Corporate Controller for a publicly traded company with revenues in excess of $2 billion. James is a CPA and Chartered Global Management Accountant. He was a CFO of the Year Honoree in Orange County and included in the OC 500 Directory of Influence in 2017. James received his Bachelor of Commerce, Financial Accounting, Economics, from the University of Cape Town along with his Graduate Diploma Accounting, Financial Accounting, Tax and Audit.
Director, Enterprise Solutions
Julie Mochan came to ProTools in 2015 with 16 years of experience in the securities industry as a registered rep and RIA relationship manager. Her unique expertise in the investment management marketplace made her an ideal fit for ProTools, to represent the voice of the advisor. As the company grew and transformed into RegTech, Julie took on the role of first-person advisor with the RiskPro team of developers. This position was to ensure that the RiskPro user experience equaled success to large firms and advisors alike. In 2018, Julie launched the Virtual Learning and Delivery Division of RiskPro. Her education includes such beacons of higher learning as Shippensburg University, Disney University, and most recently, “The University of” YouTube.