YOUR ROAD MAP
TO RETIREMENT

IS OUR

Passion!

GET STARTED!

WELCOME TO
THE PENSION GROUP

A WEALTH MANAGEMENT COMPANY

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 Martinez

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.

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Ryan Ambrose

Advisor

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Celeste DuPreez

Paraplanner

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Olivia Febus

Olivia Febus

Executive Assistant

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Laurie Dunsmore

Financial Paraplanner
Qualified Professional

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Lori Dragotta

Lori Dragotta

Administrative Assistant

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Marj Musngi

Marj Musngi

Administrative Assistant

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Carolyn White

Carolyn White

Client Relationship Specialist