Independent Financial Advisors Manage & Grow their Practice

Troy is the founder and Chief Executive Officer of Pensionmark Financial Group. He is recognized as an industry leader and is a driving force behind the Pensionmark company values and strategic vision. Troy leads the Financial Services initiatives for the World group of companies and is on the World Leadership team. 

He earned a B.A. in Business Economics from the University of California, Santa Barbara, and is a CERTIFIED FINANCIAL PLANNER (CFP®) and an Accredited Investment Fiduciary (AIF®).

Mike Woods is the President, OSJ Branch Manager, and Co-Owner of World Investment Advisors. He joined the firm in 2009 from ING Retirement Solutions, where he was one of the firm’s top wholesalers. Mike is responsible for the growth of the Advisor Support Program and the national network of advisors. He graduated from Fitchburg State University and currently holds his Series 7, 24, and 65 registrations. 

Michael and his 3 children live in the Santa Barbara area.

Jennifer serves as World Investment Advisors Chief Operations Officer and Executive Vice President. She manages the firm's compliance program and operations and partners with advisors to deliver infrastructure and support services. Prior to joining the firm in 2015, Jennifer served as the Senior Vice President of Client Service Delivery for Aspire, an independent open-architecture recordkeeper, overseeing Aspire's Client Service and Operations divisions. She also previously served as President and Chief Compliance Officer of Independent Financial Partners, LPL Financial's largest hybrid RIA firm during her tenure there, while growing the firm's network of advisors and focusing on the build-out of its retirement plan consulting programs.

Jennifer holds a bachelor's degree in Management Information Systems from the University of South Florida and graduated magna cum laude from Stetson University College of Law. Jennifer holds her Series 7, 24, 63, and 66 registrations and is a member of the Florida Bar and various civic and professional organizations.

Omar is responsible for helping expand Pensionmark's M&A capabilities. Previously, Omar spent time at Wells Fargo on the investment banking team, at Goldman Sachs in their Special Situations Group, and worked with the CFO of the worlds largest restaurant franchisee focusing on M&A and Capital Markets activities.

Omar is a California native who recently moved to Fort Worth, Texas.

Andrew specializes in M&A and recruiting for the Financial Services division at World Insurance Associates. He began his career at Pensionmark Financial Group in 2014, where he directed and managed institutional growth initiatives. Pensionmark was acquired by World Insurance Associates in 2022.

Andrew graduated from the University of California at Santa Barbara where he studied Economics and Mathematics. He holds Series 7 and Series 66 registrations.