Our Team

Retirement planning is far more than a bulleted item in a list of fiduciary services. It’s a highly specialized area of financial expertise—one we’ve practiced with passion since 1945, right here in Western Massachusetts. Meet the specialists whose knowledge, experience, and client-focused commitment have made Pension & Benefits Associates the region’s premier independent resource of its kind.

Michael Shea

Michael P. Shea, AIF®

Owner & President

mpshea@cfnmail.com

Michael earned a Bachelor of Business Administration in finance from the University of Massachusetts-Amherst Isenberg School of Management in 2010. Michael joined Pension & Benefits Associates in 2018 after several years of working for some of the largest retirement service providers and asset managers in the industry. He first helped clients move their 401(k) plans at Empower in Denver. He then moved back to the East Coast and made the switch into selling investment solutions to retirement plan advisors for Columbia Threadneedle Investments and, finally, for BlackRock. He currently holds his insurance and FINRA Series 6, 7, 63, and 65 securities registrations through Commonwealth Financial Network®. He also has earned the Accredited Investment Fiduciary® (AIF®) designation. Michael will call on all his previous experience to help clients solve financial problems, plan for their future, and plan and meet their financial goals.

Michael resides in Longmeadow, Massachusetts, with his wife, Marissa, their daughter and their dog, Nugget. He is an avid Boston sports fan, an outdoor enthusiast, and a self-proclaimed retirement geek.

2025 NAPA Top 100 Retirement Plan Advisors Under 40 Award Winner

2025 NAPA Top 100 Retirement Plan Advisors Under 40, created by NAPA. Presented in Nov 2024 for the previous year. Approximately 500 Advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here  for more award information. https://www.napa-net.org/industry-content/accolades-home/NAPA-Top-Retirement-Plan-Advisors-Under-40/2025-napa-aces/


Wynton Jarvinen

Analyst

413-732-6773

wjarvinen@cfnmail.com

Wyn earned a Bachelor of Science in Management and Business from Skidmore College in 2024. Wyn joined Pension & Benefits Associates in 2024 as an analyst while working towards his securities licenses. Wyn will use initiative and financial experience, interpersonal skills and attention to detail, to help make better results and outcomes for clients.
Wyn resides in Longmeadow, Massachusetts, with his family. He is a dedicated Detroit sports fan, loves hiking and all things music, and spends his weekdays and weekends officiating basketball games.