Meet The Team
Rod Ehrlich, AIFA
Rod is the principal of Investor FAN and RIA Systems, which he runs on a daily basis. Prior to starting Investor FAN in 2011 , he was the Vice-President of Advisory Services at Pacific West Financial Consultants, Inc. from 2003 to 2012 where he served as Chief Compliance Officer and then VP of Advisory Services overseeing more than 200 Representatives and approximately $1.3 billion under management. He graduated from Kansas State University in 1991. He obtained his Accredited Investment Fiduciary Auditor (AIFA) in 2004. Prior to working at Pacific West, he was at Merrill Lynch as a retail broker from 2000 to 2003.
Margo R. Porter Panfili, CFP®
Margo has been in the financial services industry since 2008. She graduated cum laude from Colorado State University in Fort Collins, Colorado. Margo passed the Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination) in 2008. She completed the College of Financial Planning CFP Certificate Professional Education Program in August of 2011 and earned the status of “Certified Financial Planner®” in May 2012. Margo works with clients on all facets of financial planning, tax planning, and assists in the research and review of clients' investment portfolios.
Edward J. Panfili, CFP®
Ed has been a financial services professional in Port Orchard, Washington since 1979. After a brief time in the insuance industry, Ed enrolled in the College for Financial Planning in 1982. Through this education, he discovered the future direction of his financial services career. Ed completed the College for Financial Planning program and earned the Certified Financial Planner (CFP®) designation in 1985. Ed has been in the independent brokerage world since 1984 and in 2012 went all advisory in his practice. Ed began working into retirement in 2022 although he remains available to work with clients and staff.
Jeff is the Operations Manager with Investor FAN and has been with the company since 2014. He graduated from Western Washington University in 1990. He has served in the financial industry since 1990 when he joined Freeman Welwood. Recently he was with Pacific West Financial Consultants from 2006 to 2012 where he was Operations Supervisor. For two years he ran the TD Ameritrade operations for Cetera Advisors.
Megan is responsible for supervision processes, database management, and other back-office operational responsibilities.
She graduated from Western Washington University in 2018 with a degree in Business Administration with a Finance concentration.