Who We Are?

Pesci Financial Group

Pesci Financial Group Employees

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
Breck Jacobs

Breck Jacobs

Director
of Operations

Breck has worked for Pesci Financial Group since 2015 and manages new business and current client asset movement, as well as the daily business operations. Breck graduated from the University of Utah with her B.S. in Mathematics. She went on to pass two actuarial exams including Probability and Financial Mathematics. Breck is considered a fiduciary and has both her insurance and securities licenses. She currently lives in Sandy, Utah with her husband, Brian, and their four-legged kids Tucker and Lola. Breck loves to travel and is obsessed with all things Harry Potter, Disney, and Star Wars- a true nerd at heart.

Danniel Manning Pesci Financial Group

Danielle ManninG

Director of
Marketing and Events

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 feeling 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, Lincoln and their Golden Retriever, Finn. Who’s just a big sweety!

Brooke Andrus Pesci Financial Group

Brooke Carney

Director of
Client Services

Brooke joined Pesci Financial Group in 2019, taking over the role of Director of Client Services, bringing over 15 years of customer service and process improvement skills to the team.  She ensures clients engagements are delivered with the highest level of quality and professionalism and manages client accounts, providing daily hands-on service, to meet their needs.  She is the mother to a beautiful, spirited 11 year old girl, a 1 year old Shih-Tzu and 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, food. Some would also call her a Chips and Guacamole aficionado. 

Yes, I would like a complementary Discovery meeting!

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