Our culture is built on integrity, with over 100 years of combined real world executive leadership experience. and a desire to change the IRA industry for everyone.

Leadership Team

David BernardChief Executive Officer

Dave is a proven leader with a long history of success in founding and leading business initiatives within the retirement and investment management industry.

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Luis BurgosChief Technology Officer

Luis brings over twenty five years of software engineering and architecture experience to the team.
 

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Joe HipskyChief Strategy Officer

Joe brings more than 15 years of corporate development experience to iraLogix with over a decade of it amongst start-up and fast growth companies.

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Peter LittlejohnChief Revenue Officer

Pete has been in the retirement industry for more than thirty years leading business teams and retirement platforms for companies large and small.

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Lowell SmithChief Operating Officer

Lowell brings over 30 years of retirement industry experience to iraLogix. He oversees product development and product operations.
 

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External Board Members

James Haluszczak

James brings to iraLogix product growth and operational expertise gained through his 17 years in the financial services industry.
 

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Thomas G. Anderson

Thomas G. Anderson has more than 25 years experience in the retirement and financial services industries.
 

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Pamela S. O’Rourke

Pam O’Rourke has been active as an ERISA attorney and consultant in the retirement and financial services industries for more than 25 years.

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