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 joined The Pension Group with two decades of experience in the financial services field. She graduated from Penn State University with a degree in Business Administration. She has experience in Banking, Insurance and Retail Management. As a Financial Paraplanner Qualified Professional, she’s experienced in all facets of financial planning and administration.
Laurie enjoys 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. With over 15 years of experience in customer service, Marj excels in catering to clients’ needs. Her commitment lies in delivering top-notch customer experiences. Prior to joining us, Marjorie honed her skills as a trainer for online educators, emphasizing professionalism and excellence in every aspect of her work.
Marjorie’s interests are diverse; she takes comfort in music, values her family bonds, delights in the beauty of nature, and craves adventure through travel experiences.
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 joined The Pension Group this year and has been in the financial services industry, helping with back office operations, for the last 35 years. She began her financial career in 1979 at Lehman Brothers Kuhn Loeb as a Registered Sales Assistant and from there she used her knowledge and skills as a Certified Consultant Group Analyst at Morgan Stanley Smith Barney, working with high net-worth clients.
