NEW SOLUTIONS FROM INDUSTRY EXPERTS.
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.
DAVID BERNARD
CEOBringing over 20+ years of experience building and scaling teams and developing financial services technology within the industry,
CHARLIE GAUTREAUX
CTO
Joe is an experienced leader and business builder with an affinity for driving innovation.
JOE HIPSKY
CSOPete 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.
PETE LITTLEJOHN
CROChristine brings a wealth of expertise and leadership capability to IRALOGIX, as well as the ability to drive operational efficiency, technology, and product management enhancements across the industry.
Christine Skatchke
COO
Lowell is a nationally recognized expert on retirement financial services with proven experience in creating, leading and running innovative, technology focused....
LOWELL SMITH
CCO
Dave is a proven leader with a long history of success in founding and leading business initiatives within the retirement and investment management industry.
DAVID BERNARD
CEOBringing over 20+ years of experience building and scaling teams and developing financial services technology within the industry,
CHARLIE GAUTREAUX
CTO
Joe is an experienced leader and business builder with an affinity for driving innovation.
JOE HIPSKY
CSOPete 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.
PETE LITTLEJOHN
CROChristine brings a wealth of expertise and leadership capability to IRALOGIX, as well as the ability to drive operational efficiency, technology, and product management enhancements across the industry.
Christine Skatchke
COO
Lowell is a nationally recognized expert on retirement financial services with proven experience in creating, leading and running innovative, technology focused....
LOWELL SMITH
CCO
