For your Business Retirement Plan:
Peter A. Welsh | JD, CPA
Pete spent the early part of his career as both a lawyer and CPA specializing in complex tax matters, partnership tax, estate planning and retirement plans for companies. Pete has also spent considerable time working with retirement plan companies in various capacities in Sales, Sales Management, Distribution, Products, Investments, and in Senior Management roles.
Having returned to his passion of helping individuals, particularly Partners, LLC Members, and S-Corp owners as well as their organizations, Pete is excited to assist you as you navigate the complicated financial relationship between your business and your personal lives. His unique skill set as an attorney, CPA, and financial advisor allows Pete to work with your other advisors in a way that few are able to do.
Pete received his undergraduate degree in Finance from the University of Notre Dame, and his Juris Doctorate from Indiana University. He was admitted to the Indiana State Bar in 1994. Pete is a licensed CPA in the state of Indiana. He serves in a Fiduciary capacity to his clients as a fee only advisor. Pete resides in Indianapolis, IN with his wife Sarah and two dogs, Dylan (see below) and Guinness. He is also an instrument rated pilot, and a painting of his plane is above, by Steve Paddack.