Pete Walkey

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Vice President-Retirement Plans

Specializing in corporate retirement plans.

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.

Experience & Education

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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 Affiilations

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