About Us

Financial planning is about more than just numbers—it’s about the people who guide you toward your goals. We’re passionate about our work and honored by the incredible trust our clients place in us to help secure their financial futures.

“We choose to either live by default or by design.” – Richard Sturm

Richard Sturm

For over 30 years, I’ve had the privilege of helping individuals and families build secure financial futures. Each day, I’m reminded that financial planning isn’t just about numbers—it’s about people, their dreams, and the trust they place in us to help make those dreams a reality.

What truly sets us apart is the exceptional team that works alongside me. Each member brings unique expertise and a shared commitment to providing personalized care. Together, we focus on understanding our clients’ goals, delivering tailored solutions, and building long-term relationships rooted in trust and respect.

While I focus on ensuring that our clients’ experiences reflect the highest standards, it’s the passion and expertise of my team that truly make Pension Financial Group a trusted partner for those we serve.

Your Financial Planning Team

Tabitha Pohl

Tabitha Pohl

Client Services Manager

David Tang

David Tang

Financial Advisor

Adam Heapy

Intern / Client Services Associate

Network of Partners

Tracy Sturm

Tracy Sturm

Real Estate Specialist

Erin Anderson

Erin Anderson

Attorney at Law

Timothy Morton

Timothy Morton

Insurance Specialist

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