Our Staff

Our Staff

       Lori, Annette, Desiree, Robin, Michelle, Kristin, Carole 

Lori Charlebois has been with Pension Portfolios since its inception in 1987 and works behind the scenes.  She is a native Californian.  Lori graduated from the Skadron College of Business in 1976.  She lives in La Verne with Gary.

Annette Charlebois joined Pension Portfolios as a part-time staff member in 2008.  She works the back office and is an assistant to Robert Charlebois.  She previously worked at Loma Linda University Medical Center as a Registered Cardiology Nurse.

Desiree Geist has been with Pension Portfolios since December, 2004.  She is attending the University of La Verne.  She is finishing her teaching credential at the University of La Verne.  She hopes to teach Science at the middle school level.  Desiree is the proud mother of 2 year old Cameron.  In her spare time, she tackles marathons.

Michelle Boykin has been with Pension Portfolios as an administrative assistant since February, 2007.  She is currently working on her business management degree.  Michelle enjoys gaining information and knowledge in the financial area.  She is a proud mother of 8 year old Keagan.

Kristin Charlebois has been with Pension Portfolios since January, 2004.  She works part time in the distribution and RMD department.  She attended the University of La Verne majoring in Business Administration.  Kristin is mom to Scarlett and Scarlett's baby brother under construction that will be ready for delivery on 10/10/10.

Carole Stubbs has been a member of the Pension Portfolios' team since 1991.  She is now a part-timer and enjoys talking to clients.  Carole has lived in La Verne for over 20 years.  The Stubbs and the Charlebois' have known each other since their kids were in pre-school. 


Gregory Charlebois has been a member of the Pension Portfolios' staff since 1996.  He is a graduate of  University of La Verne with a Bachelor of Science in Business Administration degree.  He is a Registered Representative and assistant to Gary Charlebois.  He enjoys economics.  Please call him anytime for an economic update.

 Click here to contact Greg