Our Staff

Marisol Ventura, Kristin Charlebois, Dana Ruff, Lori Charlebois,

Sarah Haas & Jacquie Adams

Marisol Ventura has been with Pension Portfolios since 2019.  Marisol is our front office assistant and scheduler.  She is a wife and mother to two boys, Ethan and Caesar.  She enjoys family time and going to the gym.

Kristin Charlebois has been with Pension Portfolios since January, 2004. Kristin helps manage the office and client RMD's.  She is a Series 7 licensed Registered Representative. She loves being a wife to Greg and mother to Scarlett and Hudson.

Dana Ruff has been with Pension Portolios since 2015.  Dana runs the front desk and is usually the first face you see when you walk in the door.  Dana is a newlywed to her husband Jake, together they have a dog, Charlotte. Dana enjoys daily boot camp and going to theme parks with her family.

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.  

Sarah Haas has been with Pension Portfolios since 2011.  Sarah prepares client updates, proposals and processes new business.  Sarah is a graduated from the University of California San Diego in 2008.  Sarah is Series 6 securities license Registered Representative.  In her free time she enjoys running marathons and traveling the world with her husband Mark.

Jacquie Adams has been with Pension Portfolios since 2015 and worked in the financial industry since 1989.  Jacquie's prepares clients updates, proposals and processes new business.  Jacquie has been married since 1995 and is a mom to three fantastic adult children.  In her spare time she enjoys attending concerts with her husband, hiking, camping, short-distance running and HIIT/Bootcamp workouts.