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.

Pete has over 25 years of experience helping companies design, adopt and manage their retirement plans. His expertise includes plan design, fiduciary risk management, and employee outcomes. He believes a well-designed retirement plan serves the employer as a retainment and recruitment tool and serves the employees by getting them financially prepared to retire and through retirement.

As an outgrowth from his years as a lawyer, CPA, and financial planner, Pete’s practice additionally focuses on business owners, particularly owners of pass through tax entities such as S-Corps, LLCs, and Partnerships. Pete’s skill set is uniquely positioned to aid such owners with their financial, tax, and legal challenges.

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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