Meet the professionals who can help you
Pursue Your Goals
We help individuals and families pursue their ideal retirements.
Our Mission:
To serve God by helping others with financial and spiritual guidance. Educating those who are receptive to use their God-given talents, health and financial resources for God's purpose. To pray daily for wisdom, knowledge and understanding in managing our clients' portfolios so they may have an abundant life full of joy.
Jay Detlefs
Founder, Retirement Planner
Jay Detlefs
Jay is the owner and founder of Pension Management. Since joining the financial services industry in 1987, he has gained extensive knowledge in insurance, financial planning and federal/state retirement programs.
Jay feels blessed to work alongside his wife, two sons, son-in-law and other advisors whom he has mentored.
Jay is originally from Baton Rouge, Louisiana, and graduated from Louisiana State University in 1964. He holds his life, health and annuity license.
Jay enjoys spending time with his four children and seven grandchildren. He is an active member of Christ’s Church in Jacksonville and enjoys date nights with his wife every Friday and LSU sports.
Philip Detlefs
Retirement Planner
Since joining the financial industry in 2001. Philip has helped build and grow the family business. In 2017, he took on the role as CEO of Investment Management Group. As an investment advisor representative, he helps protect and grow the hard-earned assets of his clients. He has previously been a contributing author to Fox Business and Kiplinger.
His passion is designing custom investment plans tailored to suit the individual goals of families. As an independent advisor, he constantly searches for the very best investment solutions for his clients. He can do all of this without the conflicts of interest that many other advisors may have.
Philip graduated from Florida State University with a bachelor's degree in finance and marketing. He has passed his series 7, 63 and 66 securities exams.
When he's not working, Philip enjoys spending time with his wife, Courtney and their three children: Olivia, Harrison and Hutchinson. Philip is an avid golfer and loves his FSU Seminoles Football. Philip and his family are active members of Christ's Church in Jacksonville, FL.
Nick A. Edwards, CFP®
Retirement Planner
Nick A. Edwards, CFP®
Nick is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over a decade of experience navigating rough economic terrain. Serving both the local and national marketplaces, he specializes in retirement planning, asset management and addressing the unique needs of small business owners.
Nick is guided by a philosophy that education is an essential part of every client relationship and believes prudent financial decisions are the natural byproduct of increased awareness and understanding. For him, ensuring clients understand “why” is what’s important.
Nick’s passion for equipping the public with the essentials of sound money management is evidenced by a career-spanning resume of community outreach. He has produced live radio programs and podcasts, has published newsletters and frequently teaches local classes covering a broad range of financial topics.
Nick’s approach to financial planning is centered on the three basic elements he feels most investors seek: simplicity, predictability and value. In short, he believes consumers want to understand what’s happening with their money; they want things to happen when expected, as expected.
Nick entered the industry in 2001 and has spent his entire career at Pension Management while graciously enjoying the camaraderie and support of close friends and family. When not feeding an insatiable hunger for financial information, he can usually be found having fun with his perfect wife, Christina, and four daughters, Avery, Piper, Finley and Carsen.
Nathan Edwards, CFA, CFP®
Retirement Planner
Nathan Edwards, CFA, CFP®
Nathan is a Chartered Financial Analyst (CFA®) and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He is committed to the idea that establishing clearly defined financial objectives is the keystone of the financial planning process. With these objectives as the foundation for a viable financial plan, Nathan believes that it is possible to elevate one’s comfort and financial well-being now and in the future.
When he is not helping others achieve their financial goals, Nathan soaks up every moment that he is fortunate enough to spend in the company of his wife and son.
Chad Detlefs
Retirement Planner
Chad Detlefs
For Chad, helping his clients work toward their financial goals is the most rewarding part of his work. Chad works together with his clients to develop strategies that will help his clients pursue financial independence during retirement. He joined the family business in 1998 and works closely with his family members and colleagues. Chad actively works with clients with a goal of asset preservation. He enjoys working closely with his clients so that they can make well-informed decisions about their financial assets. He feels that it is important that his clients understand the different types of financial products and how to properly implement them to help provide income in their retirement years.
Chad graduated from the University of Florida in 1998 with a bachelor’s degree. He has his life, health and annuity license. In his free time, Chad enjoys golfing, fishing, playing with his dog and going to sporting events. Go Gators!
Nick M. Riscigno
Retirement Planner
Nick M. Riscigno
Nick has been with Pension Management since 2006. He works with individuals and small businesses utilizing various strategies and financial solutions to help meet their goals for retirement. He has been in a variety of financial-related positions for most of his 22 professional years, including five years as a financial analyst and several as a comptroller. He believes that his prior experiences dealing mainly with analyzing and making decisions with corporate funds were an ideal foundation for his career as a registered representative.
Nick believes that the cornerstone of financial preparation is the recognition that everyone’s economic and life situations are unique. This requires personalized service and the ability to match clients with the right financial products and services. Nick enjoys the process and challenge of being able to determine clients’ needs and then to put a personalized income strategy together to best meet their needs.
Some of the areas that Nick has spent time helping clients with include: starting a new job, changing jobs, dealing with layoffs/unemployment, starting a family, buying a home, education and retirement preparation, estate planning, small business retirement plans, inheritance, loss of spouse/significant other and divorce.
Nick graduated from Florida State University with degrees in finance and real estate. Away from the office, he enjoys spending time with his wife, Ann Marie, and their two children, Nicholas and Madison. He coaches youth baseball and watches both of the kids participate in many extracurricular activities. When there is any time left, he is also an avid sports fan and enjoys spending time in the gym and occasionally on the golf course.
Ann Detlefs
Retirement Planner
Ann Detlefs
Ann graduated from Michigan State University with a degree in marketing and a minor in education. After teaching one year in Michigan, she moved to Jacksonville with her husband, Jay, and began a teaching career with the Duval County Public School system. She taught in the school system for 20 years while raising four children.
Ann joined her husband in the business and began her career with Pension Management in 2000. Having a background in the public-school system made her able to specialize in retirement planning for both state employees and individuals with pension plans. This specialized knowledge has helped many of her clients and their spouses successfully plan for retirement though the use of their pensions, Social Security and qualified plans such as 401(k)s, 403(b)s, IRAs and Roth IRAs. During the planning process, Ann takes into account the possible expenses in the later years of retirement, including long-term care and well as Medicare and Medicare supplements.
Each client has unique needs, goals and values. Ann enjoys using her teaching skills to share knowledge with each of her clients so that they can make informed decisions regarding their investments and retirement plans.
Ann’s joys include her children, her seven grandchildren, playing tennis and going to the movies.
Mike Steele
Retirement Planner
Mike Steele
Mike grew up in the State of Michigan and joined the U.S. Air Force after high school. As a Law Enforcement Specialist, Mike was stationed in the Philippines and in Denver, Colorado. Following six years of service Mike pursued a civilian law enforcement career in Colorado and worked for two different municipalities. Mike decided to retire himself from Law Enforcement and enter the business world. Over the years Mike has owned and operated several businesses and he understands the struggles small business owners face. Mike earned his MBA in Accounting and Finance from Regis University in Denver with honors and serves as a licensed Investment Advisor Representative specializing in retirement income planning and asset management.
Mike has a passion for adding value to people through continuing education. He routinely provides free lectures to senior citizen groups on the topics of identity theft and financial fraud prevention.
Mike and his wife Jane have been married for 31 years and live in the Jacksonville area.
Art Livingston
Retirement Planner
Art Livingston
Art has been working in the financial services industry since 1993 and joined Pension Management in 1994. He has a bachelor’s degree from Taylor University and a master’s degree in theology from Dallas Theological Seminary. Art has found his time spent in pastoral ministry to be a great asset in caring not only for his clients’ financial needs but their emotional and spiritual needs as well. His creative design skills are evident in many of the forms and computer programs used on a daily basis by Pension Management.
Art has a heart for people and for helping plan for their future. He specializes in dealing with the many intricacies of the Florida Retirement System, Deferred Retirement Option Plans (DROP) and the many challenges that people face in preparing for a prosperous and fulfilling retirement.
Amelia Edwards
Retirement Planner
Amelia Edwards
Amelia joined IMG Wealth Management in 2010 following her husband into the
business. Amelia started in client services to learn the business and eventually became licensed. Amelia is licensed to assist clients with Medicare and Long Term Insurance needs.
Amelia graduated in 2007 from University of North Florida with a Bachelor’s degree in Arts and Sciences. In her free time, Amelia volunteers with different organizations within the community. She also stays busy with her two sons.
Dana Brehm
Retirement Planner/ Advisor Support
Dana joined the financial industry in 1999, he started as a Financial Consultant and Senior Insurance Specialist and Supervisor with Merrill Lynch. Dana Joined Pension Management in 2006 where he has continued to broaden his knowledge base and focus on the individual financial needs and specific objectives of his clients.
Dana’s true passion comes from educating his clients on the many planning steps and investment choices that exist in the market place. Through this process, his clients can be better informed to make important decisions and create realistic expectations that produce the best possible retirement.
As an Eagle Scout, Dana enjoys being outdoors, including hiking, camping and traveling. He also enjoys spending time with his wife of six years, Melissa and his son, Ethan.
Paul Mahla
Marketing Director
Paul Mahla
Paul is a graduate from the University of North Florida where he obtained his bachelors in communications with a focus in Advertising.
Paul has a great track record of creating successful campaigns for several industries in the Jacksonville market, including real estate and non-profit. Each day he is excited to work with our clients and other members of the community.
Kelly Lueckert
Advisor Support Staff
Kelly Lueckert
Kelly graduated from Florida State University with a bachelor's degree in English and minor in Spanish. She has been working with Investment Management since 2009 and is currently supporting five advisors. She also helps maintain the client database and is a notary public.
In her spare time, Kelly enjoys going to the beach and spending time with her family. She and her husband, Mike have two children who are very active and keep them busy.
Joy Forbess
Advisor Support Staff
Joy Forbes
Joy graduated from the University of Central Florida with a bachelor's degree in business administration with a major in marketing. She joined Investment Management Group in 2012 and supports several advisors. She has been working in the financial industry for over 20 years. Outside of work, Joy enjoys reading and spending time with family. She and her husband John have two boys, Logan and Andrew.
Ready to take
The Next Step?
For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.
Or give us a call at 904.731.9955