Executive Profiles

Joe Thomson

Joe Thomson [founder of Pacer Financial] co-founded PLANCO in 1977, which grew to be one of the largest independent wholesale distributors of financial products in North America. PLANCO brought in billions of dollars in annual sales of annuities, mutual funds, and insurance during Joe's tenure. In 1998, PLANCO became so successful it was acquired by one of its largest partners, Hartford Life Insurance Company. Joe continued as president through August 2001.

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Sean O’Hara

Sean O'Hara joined PLANCO in 1985. Sean spent 22 years with PLANCO/Hartford where he performed various roles including wholesaler, divisional manager, and managing director of the national wholesaler team. In his time as managing director, PLANCO sales grew on an annual basis from $14 billion per year to over $30 billion per year.

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Bruce Kavanaugh

Bruce joined the firm when Pacer Financial began operations in 2004 and played an integral role in building Pacer’s infrastructure and assembling a distribution and marketing operation.

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Ashlee Thomson

Ashlee joined Pacer Financial in July 2007 and is responsible for all marketing and communications activities in the firm as well as general operations.

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Kimberly Thomson

Kimberly joined Pacer Financial in April 2007. She has over 10 years of experience in the financial services industry. Kimberly’s background is in marketing, distribution, and sales.

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