Last Updated: September 16, 2026
Pacific Consulting Group (“PCG,” “we,” “us,” or “our”) is a consulting firm providing customer and stakeholder research, data science and engineering, behavioral analytics, program evaluation, and related consulting and technology services to government agencies, businesses, educational institutions, and other organizations. Our research and consulting activities may include surveys, interviews, focus groups, behavioral research, data analytics, program evaluation, data science, and related client engagements.
This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information in connection with our website at www.pcgfirm.com, our research and consulting activities, our recruiting and business-development activities, and any other products, services, websites, or tools that link to this Privacy Policy (collectively, the “Services”).
This Privacy Policy applies to personal information that PCG processes for its own business purposes and also explains our practices when we process personal information on behalf of a government agency, business, educational institution, or other client.
Certain research studies, government programs, client engagements, or other activities may be subject to additional privacy notices, consent forms, contractual requirements, or applicable laws. Where a more specific notice or agreement applies, it will govern the applicable processing to the extent of any conflict with this Privacy Policy.
By accessing or using the Services, you acknowledge that you have read and understood this Privacy Policy.
We collect personal information that you provide to us, information generated through research and client engagements, information collected automatically, and information received from clients, service providers, public sources, and other third parties.
When you contact us, request information, discuss a potential project, submit a proposal or partnership inquiry, apply for employment, or otherwise communicate with us, we may collect:
When you participate in research conducted or administered by PCG, we may collect:
The information collected varies by study. Where appropriate, PCG will provide additional information regarding the particular research activity before or at the time information is collected.
In providing consulting, research, analytics, engineering, and technology services, PCG may receive or access information supplied by or on behalf of clients. Depending on the engagement, this may include customer, stakeholder, employee, applicant, transaction, administrative, operational, program, tax, financial, healthcare, education, government, communications, or other data.
We may also process project files, datasets, databases, reports, communications, analytical outputs, models, software logs, and other materials created or maintained in connection with an engagement. Client Data may include information subject to heightened legal, contractual, or security requirements. Where PCG processes personal information on behalf of a client, our processing is also governed by the applicable agreement and the client’s instructions.
When you access or use our websites or other online Services, we and our service providers may automatically collect:
We may receive personal information from clients, research sponsors, participant-recruitment providers, research panels, government agencies, educational institutions, employers, business and research partners, professional sources, analytics and technology providers, publicly available records, social media or other public sources, and other parties authorized to provide information to us.
PCG frequently processes information in connection with services performed for clients. Where PCG processes personal information solely on behalf of a client, the client generally determines the purposes and means of processing, and PCG acts as a service provider, contractor, processor, or similar regulated party. Our processing may be governed by a services agreement, data-processing agreement, government contract, data-use agreement, research protocol, confidentiality agreement, or other applicable terms.
Clients may determine:
If PCG receives a privacy request concerning personal information that we process solely on behalf of a client, we may refer the request to that client or assist the client in responding. PCG acts independently with respect to personal information it processes for its own website administration, business development, recruiting, personnel administration, security, legal compliance, and similar internal business purposes.
Certain Client Data may also be subject to sector-specific or governmental requirements, including requirements applicable to healthcare, tax, financial, educational, or other regulated information. In those circumstances, PCG processes the applicable information in accordance with the governing law, contract, and client instructions. For example, where PCG processes Federal Tax Information, such information is subject to applicable federal confidentiality and safeguarding requirements. In those circumstances, PCG processes the applicable information in accordance with governing law, applicable government or client requirements, contractual obligations, and client instructions.
We may use personal information to:
PCG uses statistical analysis, predictive modeling, machine learning, natural-language processing, and other advanced analytical methods in connection with certain client engagements. Depending on the project, PCG may also use AI-enabled tools to analyze information, identify patterns, develop or evaluate models, support software functionality, or assist in preparing work product. Where these activities involve Client Data or Research Data containing personal information, PCG processes the information in accordance with the applicable client agreement, research requirements, and law.
PCG may create aggregated, statistical, or deidentified information from personal information. We may use such information for research, analytics, benchmarking, methodology development, service improvement, and other lawful purposes. Where information is maintained as deidentified, we do not attempt to reidentify it except as permitted by applicable law.
We and our service providers may use cookies, pixels, tags, local storage, scripts, and similar technologies in connection with our websites and online Services. These technologies may be used to:
Depending on the technologies used, cookies may include strictly necessary, functional, analytics, and performance technologies. You may be able to manage cookies through a cookie preference tool, if available, or through your browser settings. Blocking or deleting certain technologies may affect website functionality. Some browsers offer a “Do Not Track” signal. Because there is no uniform industry standard governing these signals, we do not respond to Do Not Track signals unless required by applicable law. Where applicable law requires recognition of a legally valid opt-out preference signal, such as Global Privacy Control, we will process the signal for the activities to which it applies.
We may disclose information to vendors that provide hosting, cloud infrastructure, data storage, survey administration, participant recruitment, transcription, communications, analytics, software development, cybersecurity, information technology, recruiting, professional, and other services on our behalf.
Where PCG conducts research or performs services on behalf of a client, we may provide the client with research results, analyses, reports, datasets, or other project information in accordance with the applicable engagement. Where appropriate to the research design or client agreement, information may be aggregated or deidentified before it is reported. In other circumstances, identifiable information may be provided where disclosed to the participant, authorized by the participant, required for the applicable engagement, or otherwise permitted by law.
We may disclose information to subcontractors, research partners, panel or recruitment providers, moderators, consultants, technology providers, and other parties participating in a research study or client engagement as necessary to perform the applicable services.
We may disclose information when you or the applicable client directs or authorizes us to do so.
We may disclose information where reasonably necessary to comply with applicable law, governmental requirements, legal process, contractual obligations, security requirements, or lawful requests; to investigate fraud or security incidents; to protect the rights, property, or safety of PCG or others; or to establish, exercise, or defend legal claims.
We may disclose or transfer personal information in connection with an actual or proposed merger, acquisition, financing, restructuring, sale of assets, bankruptcy, or similar business transaction.
PCG does not sell personal information in exchange for money and does not use Client Data or Research Data to provide third-party targeted advertising.
We retain personal information only for as long as reasonably necessary and proportionate for the purposes described in this Privacy Policy or as otherwise required or permitted by law. Retention depends on the nature of the information and the context in which it is processed. For example:
When personal information is no longer reasonably necessary, we may delete, deidentify, aggregate, or otherwise dispose of it in accordance with our retention practices. Information contained in backups may remain until deleted or overwritten in the ordinary course.
PCG uses reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, acquisition, use, alteration, loss, or disclosure. Depending on the applicable system and information, safeguards may include encryption, access controls, authentication, logging and monitoring, secure data-storage environments, vulnerability management, vendor review, workforce confidentiality requirements, incident-response procedures, and controls required by applicable client or government security frameworks. For Client Data, PCG may implement additional safeguards required by the applicable client agreement, government contract, security framework, or applicable law.
No method of transmission or electronic storage is completely secure, and we cannot guarantee absolute security. If a security incident triggers notification obligations under applicable law or contract, PCG will provide notices to affected individuals, clients, regulators, or other parties as required.
Depending on your relationship with PCG, your place of residence, and applicable law, you may have rights concerning your personal information. These may include the right to:
These rights may be subject to verification, exceptions, and limitations under applicable law. If your information was collected or processed by PCG solely on behalf of a client, research sponsor, employer, government agency, educational institution, or other organization, that organization may be responsible for responding to your request. We may refer the request to or coordinate with the applicable organization.
You may opt out of marketing communications by following the unsubscribe instructions included in the communication or contacting us.
We will not unlawfully discriminate against you for exercising an applicable privacy right.
This Section provides additional information for residents of California and other states with comprehensive consumer privacy laws. It applies only to the extent PCG is subject to the applicable law and the information is not otherwise exempt.
Depending on the Services and applicable engagement, PCG may collect the following categories of personal information:
| Category | Examples |
| Identifiers | Name, contact information, IP address, participant or account identifiers. |
| Personal records information | Contact details, employment information, application materials, communications, and other information described in applicable state law. |
| Protected classification characteristics | Age, race or ethnicity, gender, disability, religion, or other demographic information collected where relevant to a research study or employment activity. |
| Commercial or transaction information | Customer, transaction, purchasing, program, or service information contained in Client Data or research responses. |
| Internet or electronic network activity | Website activity, device information, interaction data, technical logs, and similar information. |
| Geolocation information | Approximate location derived from IP address or location information included in Client or Research Data. |
| Sensory information | Audio or video recordings from interviews, focus groups, research activities, or other interactions. |
| Professional, employment, and education information | Employer, title, employment history, qualifications, resumes, education, professional profiles, and work-authorization information. |
| Inferences | Segments, preferences, predictions, analytical classifications, scores, or other insights derived from data. |
| Sensitive personal information | Certain demographic, health, financial, government identifier, authentication, education, or other information treated as sensitive under applicable law. |
We may obtain these categories from individuals, clients and research sponsors, employers and educational institutions, government agencies, research panels and recruitment providers, service providers and business partners, devices and use of our Services, and public or lawfully available sources.
We use these categories for the purposes described in Section 4 and disclose them to the categories of recipients described in Section 7.
PCG does not sell personal information in exchange for money. Where PCG collects sensitive personal information, we use and disclose it only as reasonably necessary for the applicable research, client engagement, employment activity, security purpose, legal requirement, or other disclosed purpose. PCG does not use sensitive personal information to infer characteristics for third-party advertising purposes.
To submit a request, contact PCG using the information in Section 17 and describe the nature of your request. We may request information reasonably necessary to verify your identity or authority to make such a request.
Where permitted, an authorized agent may submit a request on your behalf, subject to appropriate verification. If applicable law provides a right to appeal our decision, you may appeal by contacting us and identifying the prior decision you wish to appeal.
PCG’s general website and business Services are not directed to children under thirteen years of age, and we do not knowingly collect personal information from children under 13 through the general website without legally sufficient authorization.
PCG may, however, conduct research on behalf of clients involving students or other minors where permitted by applicable law and the applicable research design. In those circumstances, PCG will collect and process information in accordance with applicable parental-consent, participant-assent, educational privacy, research, contractual, and other requirements. If you believe a child has provided personal information to PCG in circumstances where authorization was required but not obtained, please contact us at privacy@pcgfirm.com.
PCG is based in the United States, and personal information may be processed in the United States and other jurisdictions where PCG, its clients, research partners, or service providers operate. Where the GDPR, UK GDPR, or another law requiring a legal basis applies, PCG may process personal information:
Where PCG processes personal information solely as a processor or service provider for a client, the client generally determines the applicable legal basis. Subject to applicable law, individuals may have rights to access, correct, delete, restrict, or object to processing; receive certain information in portable form; withdraw consent; and lodge a complaint with an applicable data protection authority.
Where required, PCG uses legally recognized safeguards for transfers of personal information to jurisdictions that do not provide an adequate level of protection.
Our Services may contain links to third-party websites, applications, surveys, research platforms, social-media services, recruiting tools, or other resources. This Privacy Policy does not govern a third party’s independent collection or use of personal information. We encourage you to review the applicable third party’s privacy notice before providing information.
We may update this Privacy Policy periodically to reflect changes in our Services, information practices, technologies, or legal obligations. When we make changes, we will revise the “Last Updated” date above. Where required by applicable law, we will provide additional notice of material changes.
If you have questions regarding this Privacy Policy, PCG’s privacy practices, or a privacy request, please
contact us at:
Pacific Consulting Group
Attn: Privacy Officer
15233 Ventura Blvd., Suite 500
Sherman Oaks, CA 91403
United States
Email: privacy@pcgfirm.com
Jill Long serves as Director of Business Operations at Pacific Consulting Group, leading core business operations and administrative functions to ensure organizational effectiveness, financial integrity, and compliance. She brings more than 25 years of experience as an accounting and finance professional across financial services and professional services industries.
In her role, Ms. Long oversees office operations and administrative processes supporting Pacific Consulting Group’s consultants and leadership team, focusing on strengthening internal controls, improving cross-functional coordination, and enabling efficient project delivery. Throughout her career in roles including Office Manager, Accounting Specialist, and Financial Analyst, she has successfully implemented cost-saving initiatives and process improvements enhancing collaboration and operational performance.
Education: Bachelor of Science in Accounting, University of Kansas; Bachelor of Science in Business Administration, University of Kansas
Holly Bird serves as Director of Business Development and Support at Pacific Consulting Group. She brings seven years of experience in business development and contracting across public and private sectors, having directed proposal teams and managed processes for securing new business and transitioning from contract award to project implementation.
Ms. Bird’s expertise includes identifying opportunities, developing strategic partnerships, and leading contract negotiations. In her current role, she coordinates capture of new business from initial opportunity identification through project startup and provides executive leadership with business intelligence. She operates in a collaborative environment with staff, consultants, and partner firms to meet project delivery objectives, support growth targets, and maintain staffing requirements.
Education: Bachelor of Arts, Kent State University
Jane Fitzgerald serves as Research Project Manager on Pacific Consulting Group’s Insights team, bringing more than ten years of experience as a marketing researcher across government, healthcare, and education sectors. Since 2013, she has led rigorous quantitative and qualitative research programs focused on attitudinal and behavioral insights, message testing, and communications research supporting data-informed decision-making.
At Pacific Consulting Group, Ms. Fitzgerald designs and manages end-to-end research studies, overseeing primary data collection and delivering actionable insights for clients including the Internal Revenue Service, National Gallery of Art, City of San Jose Environmental Services Department, and Aquarion Water Company. She is a RIVA-trained qualitative moderator with extensive experience engaging diverse audiences ranging from museum visitors and utility customers to healthcare executives and public-sector leaders. Her work is grounded in methodological rigor; seven of her research studies have been published in peer-reviewed journals.
Education: Bachelor of Arts, Hamilton College; Master of Public Health, Brown University
Preston Trimble is a Senior Manager of Analytics with more than seven years of experience designing and delivering data-driven analytical and reporting solutions across public and private sectors. His expertise spans large-scale data engineering, predictive analytics, and the development of decision-ready visualizations, with a focus on healthcare and public organization operational data.
Prior to consulting, Mr. Trimble worked in healthcare analytics, where he played a key role in developing a self-service data mining tool designed to identify patterns in healthcare claims data. This work sharpened his ability to translate complex data into actionable insights and laid the foundation for his broader career in analytics engineering and data strategy.
Mr. Trimble currently serves as Project Manager and Data Specialist for the IRS Research, Applied Analytics, and Statistics (RAAS) Customer Experience (CX) Analytics initiative. In this role, he coordinates across multiple analytics and engineering workstreams to ensure deliverables meet RAAS leadership standards for quality, analytical rigor, and timeliness.
Education: Bachelor of Science in Mathematics, University of Colorado Denver; Master of Science in Applied Mathematics (in progress), Johns Hopkins University
Jeremy Wiedemeier serves as Director of Engineering, leading design and delivery of scalable, data-driven software solutions supporting complex analytics and research initiatives. He brings more than six years of experience spanning software development, data analysis, and applied research.
Prior to consulting, Mr. Wiedemeier developed applications and data-driven tools supporting research in nanoscale microscopy. Over the past two years, he has focused on architecting, developing, and deploying web applications for data-intensive programs within the IRS Office of Research, Applied Analytics, and Statistics (RAAS), leading multiple applications across the full software development lifecycle.
Mr. Wiedemeier has contributed significantly to expanding ASR’s web-based enterprise tax analytics platform, RevHub, including developing a module enabling state tax auditors to generate dynamic notices. For the IRS, he led development of a full-stack web application enabling fraud analysts to efficiently retrieve and visualize tax preparer activity, leveraging modern frameworks including React and Java Spring within microservices architecture.
Education: Bachelor of Arts in Physics and Philosophy, University of Utah
Brock Ramos serves as Vice President providing senior leadership for Data Engineering and Science operations, including strategic direction for team management, resource allocation, and business development. Leveraging eighteen years of prior experience, Mr. Ramos’s recent engagements focus on delivering solutions for the Internal Revenue Service.
Current major initiatives include managing projects to improve notice development processes using advanced software platforms and developing analytics capabilities to identify operational inefficiencies in the notice development workflow. Additionally, Mr. Ramos oversees deployment of analytics strengthening online authentication and bolstering identity protection efforts at the IRS.
Mr. Ramos’s expertise is grounded in key roles at IRS Research, Applied Analytics, and Statistics (RAAS), where he established and managed cross-functional teams dedicated to rapidly identifying and mitigating emerging identity theft schemes and led teams focused on detecting first-party fraud within tax return filings.
Education: Bachelor of Arts in Psychology, Texas A&M University; Master of Public Service and Administration, Texas A&M University
Jake Brooks serves as Vice President in Pacific Consulting Group’s federal analytics practice. Mr. Brooks brings more than ten years of experience implementing large-scale data integration and machine learning projects in both financial services and government sectors, including extensive work with the Internal Revenue Service. He has established and led programs exceeding 50 personnel covering machine learning engineering and MLOps, Kubernetes platform architecture, large-scale graph analytics, and product management for full-stack applications. Recent work has focused on designing enterprise platforms enabling broad spectrum machine learning applications.
Mr. Brooks possesses specialized expertise in Title 31/Bank Secrecy Act (BSA) domain, including assessment of non-bank financial institutions’ transaction monitoring and compliance programs, and utilization of BSA filing data to identify emerging risk patterns.
Education: Bachelor of Arts in Slavic Languages, Indiana University
Lauren Szczerbinski serves as Vice President with more than fourteen years of experience leading advanced data analysis, econometric modeling, and business intelligence initiatives across the public sector. For nine years, she has maintained a key leadership role supporting the IRS Research, Applied Analytics, and Statistics (RAAS) organization and multiple Business Operating Divisions, contributing to improved compliance outcomes through strategic consulting, custom analytics application development, and data-driven decision support.
Ms. Szczerbinski’s expertise encompasses analytical solution design, applied research methodology, and translation of complex analytical findings into actionable recommendations for senior stakeholders. Previously, she served as lead analyst on a mixed-methods research engagement supporting economic and social impact analysis for the National Telecommunications and Information Administration (NTIA).
Ms. Szczerbinski maintains active IRS MBI clearance and active NTIA Public Trust clearance. She is a Certified ScrumMaster® through the Scrum Alliance.
Education: Bachelor of Arts in Economics, Boston University; Master of Arts in Economics, Boston University
Jeremy Howard serves as Vice President with more than 20 years of experience leading design and delivery of customized data management, analytics, and reporting solutions for complex public-sector programs. He has managed analytical consulting engagements and technology implementations involving large-scale data integration, predictive analytics, machine learning, and data visualization, with specialized expertise in tax analytics and tax administration.
In supporting the Internal Revenue Service, Mr. Howard has led strategic initiatives focused on identity theft mitigation and customer experience improvement, including development of an enterprise customer experience application leveraging predictive analytics, natural language processing, and graph database technologies.
Prior to joining Pacific Consulting Group, Mr. Howard led ASR’s State and Local business practice, developing analytical solutions for public-sector clients nationwide. In that capacity, he directed a flagship engagement with the Maryland Office of the Comptroller, deploying geospatial analytics and machine learning models to combat tax fraud, increase compliance, and improve taxpayer experience.
Education: Bachelor of Arts in Economics, University of North Carolina at Chapel Hill
Yvonne Nomizu serves as Chief Executive Officer and Managing Director of Pacific Consulting Group. She brings forty years of experience in customer experience strategy, service operations, new product development, and process redesign across financial services, technology, consumer goods, and hospitality sectors, with specialized expertise in marketing research and operational consulting.
At Pacific Consulting Group, Ms. Nomizu provides executive oversight for research programs and leads service design initiatives for government and corporate clients. Her work focuses on linking research objectives to organizational goals, designing methodologically rigorous studies, and translating analytical findings into implementable operational improvements.
Since 2002, Ms. Nomizu has directed research and improvement initiatives for the Internal Revenue Service. She has provided decision support to senior leadership at the Federal Reserve Board, Centers for Medicare and Medicaid Services, Social Security Administration, Administrative Office of the U.S. Courts, General Services Administration, and Office of the Comptroller of the Currency. Corporate engagements include California Water Service, Microsoft Corporation, San Francisco Friends School, National Association of Water Companies, and Pacific Gas & Electric Company.
Ms. Nomizu understands the operational and political realities of government service delivery, having supported federal executives in balancing resource constraints with service improvement mandates and reporting requirements to oversight bodies.
Education: Bachelor of Arts, Harvard University; Master of Business Administration, Stanford Graduate School of Business
Michael Stavrianos serves as Vice President and senior program leader with more than 25 years of experience directing large-scale modernization, compliance, and analytics initiatives for the Internal Revenue Service. As a business process strategist, he has served as contractor lead on numerous high-visibility programs across IRS Research, Applied Analytics, and Statistics (RAAS), Small Business/Self-Employed (SB/SE), and Wage and Investment (W&I) divisions.
His engagements include leadership roles on the Private Debt Collection program, redesign of IRS collection notices, and development of fraud detection algorithms for the Return Review Program (RRP). His expertise encompasses business process engineering, requirements management, analytics strategy, and executive stakeholder engagement.
From 2022 to 2025, Mr. Stavrianos managed the Tax and Revenue practice at Voyatek, overseeing a portfolio exceeding $200 million and serving as Program Manager for the IRS Data Analytics and Innovation Support (DAIS) Blanket Purchase Agreement—among the largest federal data science initiatives.
Throughout his career, Mr. Stavrianos has led cross-functional teams in designing and implementing enterprise solutions including business rules engines, large-scale analytics platforms, and case automation tools. He has delivered briefings to multiple IRS Commissioners and understands the operational complexities of managing programs affecting thousands of employees and millions of customer interactions.
Education: Bachelor of Arts in Statistics and Spanish, Washington University in St. Louis; Master of Public Policy, Georgetown University
