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.
Dave is a proven leader with a long history of success in founding and leading business initiatives within the retirement and investment management industry.
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.
Pete has been in the retirement industry for more than thirty years leading business teams and retirement platforms for companies large and small.
John has been in Financial Technology for over 30 years. His experience spans from working with companies in growth mode, as well as startups.
Lowell brings over 30 years of retirement industry experience to iraLogix. He oversees product development and product operations.
Thomas G. Anderson has more than 25 years experience in the retirement and financial services industries.
Pam O’Rourke has been active as an ERISA attorney and consultant in the retirement and financial services industries for more than 25 years.
James brings to iraLogix product growth and operational expertise gained through his 17 years in the financial services industry.