Empowering and Educating Employers
At Pensionmark, we are dedicated to helping individuals, employers, and advisors achieve their financial wellness goals. Our team of experienced professionals provides a range of services including wealth management, retirement plan consulting, and more. With our expertise and support, you can turn your financial dreams into reality.
Our Story
Our story began with a vision to empower individuals and employers to make informed decisions about their financial futures. We believe that everyone deserves access to personalized financial planning and guidance. Over the years, we have grown to become a leading provider of financial services, offering a boutique experience backed by the strength and resources of a large national firm.
Management Team
Our management team is comprised of industry leaders who share a passion for financial wellness. Troy Hammond, our CEO, is a recognized industry leader and driving force behind our company values and strategic vision. Jennifer Tanck, ESQ., serves as our Chief Compliance Officer and Chief Operations Officer, ensuring that our operations are seamless and compliant. Diana Pereira, CFO, and Nathan Garrison, CIO, round out our executive team, bringing a wealth of experience in finance and investment.
How We Help
We help individuals by designing risk-adjusted portfolios tailored to their unique financial goals. For employers, we provide expert advice on retirement plan design and administration, ensuring that your employees have access to quality plans that meet their needs. Advisors can benefit from our network of support specialists and flexible deal structure options to scale their advisory practice.
Services Offered
Our services include investment management, retirement plan consulting, and wealth management. We also offer educational resources and support to help you make informed decisions about your financial future. Whether you are an individual, employer, or advisor, we are here to help you achieve your goals.
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