Who We Are

Nico Pesci started Pesci Financial Group in 2009 after witnessing his parents go through experiences in 2006 and 2008 that devastated their retirement – experiences he felt could have been avoided with proper education and planning. With a laser focus on creating safer retirement plans, helping clients adapt to increasingly volatile, global economic environments, and an unwavering commitment to customer service, Pesci Financial Group quickly grew to become one of the top financial services firm in the country.

Over the past decade, our firm has grown by double digits, year after year, while still maintaining the feel of a small family office to our clients. We attribute our growth to two factors: our very personal approach to each client, and client satisfaction with the solutions we offer that respond to ever changing environments. We feel honored to have created a firm that offers a comprehensive approach to protection-based retirement planning, while embodying the core principle of putting the client’s best interest first.

To deepen our relationships with clients, we offer a variety of client educational events, appreciation events and charity events that engage our clients in giving back. Creating a culture where clients truly feel part of a family, has been the most rewarding part of the journey.

Nico Pesci financial planner in Orem Utah

Nico Pesci

Founder & President
Registered Investment Advisor

Danniel Manning Pesci Financial Group

Danielle Manning

Director of
Events & Marketing

Danielle has been with Pesci Financial Group since 2020 as the Director of Marketing and Events. She directly oversees the planning of all events for Pesci Financial Group, including multiple client events each year to ensure both new and existing clients have a chance to be educated, fed, entertained or just feel appreciated. She has a bachelor’s degree in Business Management from Utah Valley University and grew up playing soccer and competing in gymnastics. She loves to travel and do outdoorsy things with her husband, daughter, and their Golden Retriever, Finn. Who’s just a big sweety.

Brooke Andrus Pesci Financial Group

Brooke Carney

Director of
Operations

Brooke joined Pesci Financial Group in 2019, taking over the role of Director of Operations, bringing over 15 years of customer service and process improvement skills to the team. She handles our day-to-day business management and new client accounts with the highest level of quality and professionalism. She is the mother to a beautiful, spirited 11-year-old girl, a 1-year-old Shih-Tzu, and a 13-year-old cat.  Brooke is passionate about helping others and finding solutions in the ever-changing world we live in. She is a lover of animals, the outdoors, and food. Some would also call her a chips and guacamole aficionado.

Danniel Manning Pesci Financial Group

Danielle Manning

Director of
Events & Marketing

Danielle has been with Pesci Financial Group since 2020 as the Director of Marketing and Events. She directly oversees the planning of all events for Pesci Financial Group, including multiple client events each year to ensure both new and existing clients have a chance to be educated, fed, entertained or just feel appreciated. She has a bachelor’s degree in Business Management from Utah Valley University and grew up playing soccer and competing in gymnastics. She loves to travel and do outdoorsy things with her husband, daughter, and their Golden Retriever, Finn. Who’s just a big sweety.

Brooke Andrus Pesci Financial Group

Brooke Carney

Director of
Operations

Brooke joined Pesci Financial Group in 2019, taking over the role of Director of Operations, bringing over 15 years of customer service and process improvement skills to the team. She handles our day-to-day business management and new client accounts with the highest level of quality and professionalism. She is the mother to a beautiful, spirited 11-year-old girl, a 1-year-old Shih-Tzu, and a 13-year-old cat.  Brooke is passionate about helping others and finding solutions in the ever-changing world we live in. She is a lover of animals, the outdoors, and food. Some would also call her a chips and guacamole aficionado.

Jessica Simpson

Director of Client Connection & Services

Jessica is Pesci Financial Group’s Director of Client Connection and Services. She handles existing client accounts and all client in-service requests; she’s been in the financial service industry for decades, working for Everything Mortgages for over 20 years. Also, she went to nursing school and has been a trained Birth Doula for 6 years. When not working, Jessica has a love of crafts and DIY, and of course loves spending time with her family: She has two kids (age 11 and 8) and two adorable dogs, Roxie and Ruby.

Jael Glauser

Project Coordinator & Director of Details

Jael’s title is Project Coordinator and Director of Details–She acts as our office’s Executive Assistant and mainly supports Jessica with client services. She’s married and doesn’t have any children but has two dogs, Topper and Lyla, and when not working loves to travel and spend time outdoors.

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