Our leadership team has real world, hands-on experience solving the complex regulatory, technological, and business challenges of the IRA market.
Dave is a proven leader with a long history of success in founding and leading business initiatives within the retirement and investment management industry.
MORE ON DAVIDJohn has been in FinTech for over 33 years. John is the CTO and is responsible for the technology team and platform development of IRALOGIX.
MORE ON JOHNJoe is an experienced leader and business builder with an affinity for driving innovation.
MORE ON JOEPete 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.
MORE ON PETELowell is a nationally recognized expert on retirement financial services with proven experience in creating, leading and running innovative, technology focused organizations that changed the retirement services landscape.
MORE ON LOWELL