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.
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 25 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.
Olivia Febus joined the pension group in May 2022 and has 6 years of customer service experience. As a service advisor she sits in on all client meetings and assists clients with any questions they may have. She graduated from The Ohio State University in 2019 with a degree in Child and Youth Studies and a minor in Human Development and Family Science.
Olivia has lived in Ohio her whole life and enjoys shopping, country concerts, interior design, and exploring new restaurants.
Laurie joins The Pension Group with two decades of experience in the financial services field. She graduated from The Pennsylvania State University with a degree in Business Administration. She has experience in Retail Management and Banking. As a Financial Paraplanner Qualified Professional, she’s experienced in all facets of financial planning and administration.
Laurie enjoys traveling to the beach, gardening, Broadway shows and a good beverage. In her spare time, she is on the go with her family and their numerous sports and activities.
Marjorie joined The Pension Group in September 2021 as an Administrative Assistant. Customer service is Marj’s forte, she’s been in the business of helping customers/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.
Carolyn joined The Pension Group in 2022 as a Client Relationship Specialist. She has over 20 years of experience in the financial industry including client relations, event planning and client experience. Her creative views and ideas help to make unforgettable client events and experiences.
Carolyn resides in New Albany with her son Landon. She enjoys cooking and loves her edible garden. The beach is her happy place, and she enjoys traveling, learning about and planning new adventures.
Jennifer joined the team in the beginning of 2023. She has over a decade of experience in global sourcing and client relations. As the marketing coordinator, Jennifer is responsible for helping plan and execute our dinner seminars from start to finish and assists our clients in any issues they may have.
You can find Jennifer spending time with her husband, two teenage children, and two German Shepherds. She also enjoys spending time with friends, exercising, reading and volunteering with various local organizations.
Julie is a Financial Paraplanner Qualified Professional who joins The Pension Group this year with more than 35 years’ experience in the financial industry. She previously was with Southport Capital and Oppenheimer & Co where she was a Senior Client Services Associate for 11 years. She began her financial career in 1979 at Lehman Brothers Kuhn Loeb as a Registered Sales Assistant. Prior to joining Oppenheimer, she employed her knowledge and skill as a certified Consultant Group Analyst at Morgan Stanley Smith Barney, working with high net-worth clients.
A native Californian, Julie attended Grossmont College where she obtained her Associate’s degree in Radio and Television Production. After relocating to the Atlanta area, she continued her education at Kennesaw State University where she studied Secondary Math and Science Education. She holds her Uniform Securities Agent State Law Exam (Series 66) and Insurance/Annuity Licenses. She also holds a FPQP certification for Financial Paraplanner Qualified Professional.
She’s been married 28 years and has 2 adult sons. She unwinds in the evenings and weekends by either riding motorcycles with her husband and friends or by creating whimsical, yet functional pottery that can be found in galleries in Georgia and Kentucky. She also is active in her church and church choir.