Pete Welsh, JD, CPA, CLU

VP Qualified Plans

“I learned long ago we all want the same thing – a good night’s sleep.  It’s my job to help my clients get one.”

Meet Pete Welsh, JD, CPA, CLU

Pete was born and raised in Marion, Indiana.  He received his undergraduate degree in Finance from the University of Notre Dame and his Law Degree from Indiana University Robert McKinney School of Law in Indianapolis. In the 90s, Pete practiced with Geo. S. Olive & Co where he earned his Certified Public Accountant designation and focused his practice on business retirement plans.

From 1997-2010, Pete worked in Chicago for Transamerica Retirement Services as part of their senior management team and was responsible for all aspects of distribution for the company.  In 2010, Pete moved back to Indianapolis to work for OneAmerica where he was Vice President of Distribution until the end of 2018. Pete is excited to bring his extensive Qualified Plan experience to the JarredBunch team to help our advisors better serve our clients.

Pete has 2 grown children and a 1 year old granddaughter.  He is an avid runner having qualified for and finished the Boston Marathon, and he is also an Instrument Rated Private Pilot.  He resides in Indianapolis with his wife Sarah and two dogs, Guinness and Dylan.

 

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