Our Story

Quite often, people's financial affairs are in conflict or disarray, consuming their valuable time. Pension Professionals realized this and saw a striking need for a fresh new approach to financial planning that would cut through the haze of confusion.

The company was not only dedicated to simplifying the process, but to transforming it as well. Bringing it to a place that finally takes into account the client's core values and spiritual principles. At long last, this new direction for financial health acknowledges the client's need to realize his or her life purpose, while achieving financial well-being, leading to a more satisfying and meaningful life.

Learn More about Our Story

Value of Advice


Client Service Director


MSFS, Master of Science in Financial Services
ChFC®, Chartered Financial Consultant
CFP®, Certified Financial Planner
AIF® Accredited Investment...
Director of Compliance and Business Development

LICENSES: Series 24, Series 7, Series 66

“There’s nothing like coming home. After having lived out of state for 14 years, I realized that Maine is where my heart is. And now...

Director of Operations & Client Experiences


FPQP™ Financial Paraplanner Qualified Professionals


“From day one, Pension Professionals has never felt like a financial office, which tends to be...

Associate Client Service Director


LUTCF, Life Underwriter Training Council Fellow
RICP® Retirement Income Certified Professional

LICENSES: Series 7, Series 63, Series 65



Senior Administrative Associate

“Pension Professionals is unique in that we focus first on understanding our clients’ personal goals and aspirations in life, and then on making their finances accommodate...

Administrative Associate

"Our advisors are not only knowledgeable and talented, but their clear warmth and compassion allows them to walk in another person's shoes."

It's Tiffany's own compassion...

Flash Report

How Can We Help You?


Corporate Plan Services Wealth Management