iraLogix
Pete has an extensive and successful background in building retirement and financial services businesses where he now leads the growth and customer service aspects of our company.
Over his 35 years, he specialized on the retirement side of the industry where he led the growth strategies for such firms as Cigna Retirement and Investments, Strong Capital Retirement, Wells Fargo Retirement and Trust as well as Weddell & Reed and Ivy Funds. It was his observations that the retirement industry and the wealth industry were leaving the average retirement saver behind. The drive to find a better solution led Pete to co-found IRALOGIX.
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iraLogix
iraLogix is redefining the IRA industry through unique, technology driven solutions that help our clients grow their business and better serve their customer's IRA accounts.