MICHAEL MARTINEZ
PRESIDENT
Michael has been a financial advisor and pension advocate for more than 21 years, dedicated to helping individuals with their pensions, income planning, investments and preparing for the future. He started The Pension Group for exactly this reason: To help people better understand their pension options. Since then, Michael has helped hundreds of clients evaluate their pension plans to help ensure accuracy and soundness.
MICHAEL MARTINEZ
PRESIDENT
THE PENSION GROUP
Michael has been a financial advisor and pension advocate for more than 21 years, dedicated to helping individuals with their pensions, income planning, investments and preparing for the future. He started The Pension Group for exactly this reason: To help people better understand their pension options. Since then, Michael has helped hundreds of clients evaluate their pension plans to help ensure accuracy and soundness.
As the head of a team of Columbus pension advisors, Michael knows the importance of strong leadership and creative thinking. He has helped police officers, teachers, firefighters and employees from various companies including Honda, BMW, AT&T, Battelle, 3M and JCPenney explore their pension options.
Neither Michael Martinez nor The Pension Group has any affiliation with any company and/or with American Honda Motor Co, Inc or its affiliates.
A CORPORATE CONNECTION
Michael has been a guest speaker at several venues, including the 33rd Annual Governor’s Conference and several AT&T events to teach employees about their 401(k) plans, pensions and their various planning options. Education is the key to helping people make decisions that they face both financially and personally. After all, retirement is not the end, but the start to a new beginning.
A HOLISTIC APPROACH
As a firm, The Pension Group takes a more holistic approach to pension and retirement planning. We’re committed to servicing our clients in several different areas, not just investments. Throughout the years, we have helped clients evaluate options in Social Security, Social Security Disability (SSI) and tax-planning with our network of in-house CPAs and estate-planning attorneys.
A PERSONAL TOUCH
Michael is the proud father of five children. He has been very active in the Dublin, Ohio, community, volunteering for several organizations including the Nationwide Children’s Hospital Memorial Tournament, Veterans Project, Dublin Food Pantry, Salvation Army and Junior Achievement.
OUR STAFF
CHANDLER MARTINEZ
OPERATIONS MANAGER
CHANDLER MARTINEZ
OPERATIONS MANAGER
Chandler Martinez is focused on helping his team provide flawless customer service by streamlining processes and introducing new best practices.
Chandler got his start in the industry in 2016 as a risk management intern. Through hard work and dedication to improving customer experience, he was quickly promoted to operations manager. Chandler enjoys coordinating with co-workers to create positive end results for customers and implementing new ways to keep the company running efficiently.
Chandler has a Bachelor of Science degree in business administration, accounting and business management from Ohio State University.
In his free time, Chandler enjoys reading, viewing real estate and outdoor exercise. He is also a Big Brother for the Big Brothers Big Sisters of America, where he mentors at-risk youth around the Columbus, Ohio, area.
JEFF KANE
MARKETING CONSULTANT
JEFF KANE
MARKETING CONSULTANT
Jeff Kane joined The Pension Group in 2017 to help broaden the firm’s market reach and better inform as many individuals and their families as possible. Jeff has since taken on the role of marketing consultant. As a longtime personal friend of the firm’s president, Mike Martinez, Jeff is proud to do his part in helping others further their financial futures.
As a marketing and sales professional with extensive front-line experience, Jeff is devoted to the highest standards of ethics, quality of work and professionalism. He balances his strong leadership, relationship skills and work ethic with an ability to leverage insights to effectively influence stakeholders.
His areas of expertise include brand and promotional marketing concepts across all channels, including digital, strategic planning, brand development, qualitative and quantitative research trend analysis (CRM, McDonald’s Market Analytics and NPD’s Crest), merchandising, media and promotion.
Jeff earned his bachelor’s degree in journalism from Marquette University and master’s degree in marketing from the Kellstadt Graduate School of Business at DePaul University.
Residing in Dublin, Ohio, since 2002, Jeff enjoys spending his spare time cheering on his three children at their sporting events.
Investment advisory services offered through The Pension Group.
CAROLYN EARLES
OFFICE MANAGER
CAROLYN EARLES
OFFICE MANAGER
Carolyn focuses on helping clients reach their retirement goals through her passion for client education and customer service.
She got her start in the industry in 2017 after more than three decades working for Honda. She truly enjoys working with her team to help clients realize their ideal retirement. For Carolyn, seeing customers find financial freedom is the ultimate professional reward.
Carolyn studied cosmetology and business at Clark State University.
In her free time, she enjoys spending time with family, traveling, gardening, reading and taking care of her “fur babies.”
ALBERT JORDAN
CLIENT RELATIONS ASSOCIATE
ALBERT JORDAN
CLIENT RELATIONS ASSOCIATE
Albert Jordan uses his knack for communication and passion for helping others to simplify clients’ transition into retirement.
Albert joined The Pension Group in 2018 and his friendly, can-do attitude has made him a critical resource for clients. As a natural team player, Albert also enjoys working with other staff members to tackle tough challenges for their clientele.
In his free time, Albert likes to enjoy the sights and sounds of Reynoldsburg, Ohio, where he has lived for the nearly a decade.
A CLOSELY HELD PROMISE
We, at The Pension Group, pledge our efforts, intelligence, and wisdom to achieving the financial goals of our clients by providing an elite level of service. We believe that putting the financial goals of our clients first ultimately serves the best interests of ourselves. Regardless of company, we as Pension Advocates, will stand at the ready for the needs of our clients in a financial environment that is constantly changing.
Our Mission
A Holistic Approach
As a firm, The Pension Group takes a more holistic approach to pension and retirement planning. We’re committed to servicing our clients in several different areas, not just investments. Throughout the years, we have helped clients evaluate options in Social Security, Social Security Disability (SSI) and tax-planning with our network of in-house CPAs and estate-planning attorneys.
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