Company Profile

Marty retired in 2020 after 44 years in the industry. Marty Whitney wasn’t just an owner; he was the visionary who sowed the seeds of this institution. With a legacy spanning over five decades in crafting and administrating qualified retirement plans, Marty's expertise is the guiding compass that has shaped our identity and values today.

Innovative and forward-thinking, Jason Whitney leads our journey into the future. As President, he upholds our tradition of excellence, and steering our strategies . With an enduring commitment to our clients' evolving needs, Jason combines seasoned insight with a pursuit of excellence, ensuring that our legacy of trust and precision is more than just a standard—it's a promise. Jason joined Whitney Pension Associates, Inc. in 2007. Jason graduated from Northeastern University in 2001 and received his Master’s degree from Webster University in 2005. He currently occupies the role of Corporator for Mascoma Bank. He is an avid New England sports fan and enjoys golfing, running, skiing, practicing Muay Thai and spending time with his wife and 3 kids.

Jennifer joined Whitney Pension Associates, Inc. in March of 2017. Her dedication and expertise cement the daily success of our administrative endeavors. Her role is pivotal in synchronizing the complex cogs of retirement planning administration. She is originally from Washington State but currently lives in Vermont. In her free time, she enjoys reading, exercising, and getting together with her friends and family.

Jessica Bagley joined Whitney Pension Associates, Inc. in July of 2021. With a dynamic blend of enthusiasm and professionalism, Jessica serves as one of our Plan Administrators, playing a pivotal role in the seamless operation of our day-to-day activities. Jessica joined us after earning her career in the customer service industry, bringing with her a fresh perspective and a keen interest in organizational effectiveness. Jessica's attention to detail and her knack for anticipating the needs of our team make her an invaluable asset to our operations. Outside of work, she uses her free time connecting with friends, snowboarding, longboarding, practicing Pilates, or getting lost in a good book.

Rachel joined Whitney Pension Associates, Inc. in August of 2021. Rachel is a dedicated Plan Administrator on our team, known for her organizational skills and commitment to excellence in all administrative tasks. Rachel came to us with a background in customer service, which has translated into exceptional interpersonal skills and a deep understanding of client needs. She handles documentation, assists with report preparation, and ensures information accuracy and confidentiality. Her ability to juggle multiple tasks efficiently makes our work environment more productive and client-focused. She received her bachelor’s degree in 2016 from the University of Nevada. She lives in Vermont with her husband and 3 boys. She enjoys gardening, skiing, and traveling with her family.

Mike Welch brings a wealth of diverse experience and boundless talent to our team. From constructing success as a builder and business owner to streamlining efficiency as a production plant operations manager, Mike has mastered the art of adapting and excelling across industries. A licensed pilot, avid golfer, adventurous hiker, and devoted father of three, he exemplifies balance and dedication both at work and in life. Whether navigating the skies or the complexities of retirement plans, Mike’s dynamic perspective and multifaceted skill set make him an invaluable part of our team.