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Pete Walkey — Vice President-Retirement Plans |
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Specializing in corporate retirement plans. |
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Pete’s Focus Developing relationships with corporate leaders and assisting them in making prudent decisions regarding their employer-sponsored retirement plans.
I believe that relationships are the foundation to the long-term success of your retirement plan; your relationship with your advisor, your advisor’s relationship with your employees, and the service provider’s relationship to your plan.
Educating and guiding your employees takes time. We focus on earning trust over the long-haul by spending time with them, listening to them, and understanding them personally.
Every plan is custom-built, based on your company’s unique characteristics, your purpose for the plan, and your individual preferences. Our desire is to partner with you for life, and eliminate the headaches that arise from sponsoring a retirement plan for your employees. |
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Experience and Education
2006 - Present Meridian Investment Advisors, Inc. Vice-President Retirement Plans
2003 - 2006 Lighthouse Leadership Group Vice-President
2002 - 2003 Fifth-Third Bank Vice-President Institutional Trust
1998 - 2002 Mutual of Omaha Retirement Plans Sales Manager
1997 - 1998 Pan-American Investment Services Retirement Plans Sales Manager
1995 - 1997 Sentry Insurance Company Central Division Pension Specialist
1993 - 1995 Great-West Life Annuity & Assurance Company Group Benefits Account Representative
B.S. Marketing, Manchester College
Professional Designations and Affiliations
Series 65 Uniform Investment Advisor Series 6 Investment Company Products
Author - The 401(k) Buyer’s Guide (2001)
Save It Forward (2002) |