Who We Are

 

As The Pension Specialists™ we have created and customized a wide range of services to ensure that our clients maintain their future lifestyle.


 

 

Shelley Johnston

Senior Wealth Advisor, CFP®, EPC, RRC, CEA

With over 25 years of financial industry experience, and owner of The Pension Specialists Inc., Shelley is passionate about making a difference in her clients’ lives. Shelley’s approach starts with ta...
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Michael LeonardelliBAS

Wealth Advisor

After 30 years of coaching and consulting Financial Advisors, Michael Leonardelli has decided to direct his extensive industry experience towards becoming a Wealth Advisor. In 2021, Michael joined The...
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Sandra Leonardelli

Financial Advisor

With over 20 years of financial industry experience, Sandra Leonardelli is a financial advisor with heart. Committed to building a personal relationship with each of her clients, Sandra is dedicated t...
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Stephanie Ferancik

Investment Associate

Stephanie’s our “VP in Charge of Keeping Shelley Organized”; she’s been Shelley’s right-hand from the very start. She’s our #1 Client Experience Specialist who actively seeks the best possible outcome...
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Sandra Shaw

Office Manager

Sandra’s our “VP in Charge of Everything Else”; she makes everything from post-it notes to building permits appear out of thin air. If it’s broke she’ll get it fixed, if you need it, she’ll find it. N...
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Shelby Slyford

Investment Associate

Shelby is our protégé, she has successfully completed her Registered Retirement Consultant designation and is currently working towards her Certified Financial Planner designation. Have questions abou...
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Cassandra Alzona

Administrative Assistant

Cassandra, has been a member of our team since 2017. As our “Director of First Impressions”, she is your first contact. With her friendly and cheerful personality, she will ensure that all inquiries a...
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Supporting the communities within which we work 

 

A strong believer in community service, both at home and abroad, Shelley is the 2019 recipient of the IPC Cares Award for Community Service. At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Projects involve a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.

Our team recognizes the importance of helping others and providing assistance to those less fortunate both locally and globally.

Live your Dream Endowment Fund

Why This Fund Was Established

As an avid community supporter, Shelley strongly believes that every person has an opportunity to do their part in making their community a better place to live. And that is why she partnered up with the Durham Community Foundation. This partnership exposed her to organizations and initiatives that are not well known but create a positive and lasting impact.

This also helped answer the big question: “How can I/we make decisions today about where my/our philanthropy dollars should be spent many years from now?” Not knowing what the needs of the community will be in 25 -50 years from now can make the contributions we make today irrelevant in the future.

Through this partnership, the dedicated funds will always address current community needs. Community experts will be working with the Durham Foundation to best position the contributions and make sure that the donations have the most impact.

How You Can Support the Fund
If you are looking at ways to support your community and wish for your gift to be preserved and used long after you are gone, creating a legacy and making a statement about what is important to you, then this named Endowment fund is for you.

By contributing, you will receive a deep sense of satisfaction in setting up a fund that will last forever, making a permanent imprint in our future. You will receive an immediate donation receipt for all contributions made to endowment(s) during your lifetime. Additionally, your estate receives a donation receipt for an endowment established and funded through your will.

 

 
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