WELCOME TO
THE PENSION GROUP
The Pension Group educates individuals on a variety of topics from income planning, investments, 401(k) and pension planning to help ensure that there are no errors in retirement calculations. The Pension Group’s focus is helping individuals with a pension to better understand their options and make informed decisions in their retirement, regardless of where they are employed. Our Dublin, Ohio office includes an experienced team of professionals that not only finds pension errors, but also knows how to correct them. Ultimately, our goal is to help people retire financially free, and we accomplish this using our proprietary 5-step retirement planning process.
Meet The Team
Michael J. Martinez
Founder/President
Mike started The Pension Group to help people better understand their pension options. As a firm, The Pension Group takes a more holistic approach to the planning stages and is more concerned with servicing clients in several different areas, not just with investments.
Michael J. Martinez
Founder/President
mmartinez@thepensiongroup.com
Mike started The Pension Group to help people better understand their pension options. As a firm, The Pension Group takes a more holistic approach to the planning stages and is more concerned with servicing clients in several different areas, not just with investments. Throughout the years, the firm has helped clients evaluate the options of Social Security, Social Security Disability (SSDI), and tax planning with a network of strategic alliances of CPAs and attorneys.
As a financial advisor for over 23 years, Mike focuses on helping individuals with pensions, income planning, investments, and preparing for the future. He has assisted several hundred clients with evaluating their pension plans to help ensure that there are no errors in their calculations, as errors can occur regardless of the employer.
Michael has helped educate several different employees from various companies, including Honda, BMW, AT&T, Battelle, 3M, JCPenney and AK Steel. He has also helped countless police officers, firefighters, teachers, and other government employees with their pension options.
As a guest speaker at several venues, including a prestigious Governor’s Conference, Harvard University and NASDAQ, Mike has helped educate employees on their 401(k)s and pensions by informing them of various planning options. Education is key in helping employees understand the personal and financial decisions they face. As Mike says, “Retirement is not the end, but a new start to a new beginning.”
As a father of three, Mike is very active in the community in Dublin, Ohio. He has volunteered for several organizations, including the Nationwide Children’s Hospital Memorial Tournament, The Veterans Project, Dublin Food Pantry, The Salvation Army and Junior Achievement.
Catch Mike on WTVN AM 610, AM 1290 News, and 95.7 FM WHIO as he covers a variety of retirement topics, including IRA rollovers, 401(k) questions, estate planning, retirement planning, and pension error analysis.
John Forloine, CFP®, AIF®
CERTIFIED FINANCIAL PLANNER TM Professional,
Accredited Investment Fiduciary ®
John Forloine, CFP ®, AIF ®
CERTIFIED FINANCIAL PLANNER TM Professional , Accredited Investment Fiduciary ®
jforloine@thepensiongroup.com
John works closely with clients to ensure they receive comprehensive wealth management strategies custom-tailored to their needs. He doesn’t take for granted the trust families put in their financial professionals and exercises a high degree of care when helping guide them through that process.
A graduate of Ohio University with a bachelor’s degree in psychology, John worked in consumer products sales management before his budding passion for the financial industry sparked a career change in 2010.
John is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Investment Fiduciary® designation. He has passed the Series 7 and 66 securities exams and holds life, accident and health, and variable insurance licenses.
He has lived in Dublin, Ohio, since 1991, and he and his wife, Christina, have four children: Max, Owen, Mia and Evie. When he’s not in the office, John enjoys golfing, traveling, cooking and creating music — he is the lead singer of a rock band that he put together with some of his closest college friends.
Lori Dragotta
Director of First Impressions
ldragotta@thepensiongroup.com
Loredana joined the Pension Group in January of 2022 as Director of First Impressions.
She assists in Client Relations by greeting every client with a smile, and making sure they feel the warm and friendly family atmosphere. Loredana is always available to clients when they need to make an appointment.
Loredana resides in Ohio with her 2 daughters, Britny and Alexis, and a son Derek, along with 6 wonderful grandkids. She enjoys spending time with her family, especially enjoying Sunday Italian dinners. She also enjoys taking a nice walk on the beach.
Marj Musngi
Office Assistant
mmusngi@thepensiongroup.com
Marjorie joined The Pension Group in September 2021 as an Office Assistant. Customer service is Marj’s forte, and she’s been in the business of helping customers and clients for 13 years and counting. She aims to always provide the best customer experience and is passionate about helping the team succeed.
Marj used to work as a trainer for online educators, so professionalism is highly regarded for her. She’s a music lover and when not at work, she can be found spending time with family and enjoying the outdoors.
Christina Forloine
Director of Operations
cforloine@thepensiongroup.com
Christina Forloine joined The Pension Group in December of 2021, as the Director of Operations. She assists in client communication, and ensuring each client feels supported and welcomed as a part of The Pension Group Family. Christina is available to assist clients with anything they may need from the financial advisors. She comes to The Pension Group with a bachelor’s degree from The Ohio State University in business management and over 20 + years of experience in high-level accounting and customer service.
Christina resides in Dublin with her husband John, and their 4 children, Max, Mia, Owen and Evie and their dog Zoey. Together they enjoy traveling, playing sports and are big foodies!
Gino Popovic
Service Advisor
gpopovic@thepensiongroup.com
Gino Popovic joined The Pension Group in March of 2021, as a Marketing Coordinator. He sets and plans speaking events for advisors and ensures that the Pension Group’s message is reaching the right people in the right way. Gino is the liaison for the ideas from leadership to be put in place by the Operations team. Gino graduated from The Ohio State University in 2021 with a degree in economics and a minor in history.
Gino lives just outside of Dublin and loves sports, movies, and old books. He’s also never met a plate he can’t eat!
RADIO & PODCAST
YOUR MONEY MATTERS
Listen as Mike covers a variety of retirement topics including: IRA rollovers, 401(k) questions, estate planning, retirement planning and independent pension analysis.