Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Find A Team Member

Brady Muir
Dominic Gherardi
John Wesley Swain IV
Oren Sher
Simon Chang
Simon Reyes, CLF®

Managing Partner

Oren Sher

Founder & Managing Partner

914-474-4462

sher_oren@nlgroupmail.com

As the Founder of Falcon Pacific Group, Oren Sher draws daily inspiration from the opportunity to build, grow, and lead alongside the vision and leadership of NLG. With over 25 years of experience in the financial services industry,...

Dominic Gherardi

Managing Director

818-274-9822

gherardi_dominic@nlgroupmail.com

Dominic Gherardi is the Managing Director of Falcon PG Wealth Management, where he partners with clients to design holistic financial strategies that balance immediate goals with long-term prosperity. With expertise in estate strategies,...

Brady Muir

Managing Director

415-385-3993

muir_brady@nlgroupmail.com

Brady Muir is the Managing Director of Falcon Pacific Group Wealth Management and Insurance Services, where he is dedicated to developing the next generation of financial advisors and elevating the standard of client service. With more...

Simon Chang

Managing Director

chang_simon@nlgroupmail.com

Simon Chang is a seasoned professional with more than 24 years of experience in the insurance and financial services industry. As Managing Director at Falcon Pacific Group, he leads a team dedicated to helping individuals, families,...

John Wesley Swain IV

Managing Associate

619-402-4028

JSwain@nlgroupmail.com

John Wesley Swain IV is a Financial Professional with Falcon Pacific Group, serving individuals, families, and business owners with personalized financial strategies and asset protection strategies. Raised in a military family, he...

Simon Reyes, CLF®

Managing Director

702-336-1027

reyes_simon@nlgroupmail.com

With over two decades of experience in sales leadership and the insurance and financial industry, Simon Reyes serves as Managing Director of Falcon PG Insurance Services. He collaborates with accounting professionals to support...

Speak to a Professional

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

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