Team Overview

Principal
Managing Director – Investment Services
508.698.8315
IBG Financial Partners, LLC.

Pete has 28 years of Financial Services experience, and founded IBG Financial in 1996. For the past 21 years his advisory business has focused on Corporate Retirement Planning, advising his corporate clients on the plan investments, providing plan design assistance and administrative support. Currently Pete and his colleagues advise Corporate Clients throughout New England, helping them help their employees pursue a confident retirement.

Peter is a Registered Representative and holds FINRA registrations 6 and 63 through LPL Financial. He has achieved the Chartered Financial Consultants (ChFC) designation from the American College by completing twelve advanced classes in Retirement Plans, Investments, and Financial Planning. He started his career with The Equitable (now AXA-Advisors) in 1986. In 1996, while at AXA Peter founded IBG Financial and in 2008 he and his clients joined National Retirement Partners (NRP), a boutique firm of top retirement plan consultants around the country. NRP was subsequently purchased in 2010 by LPL Financial, LLC. In 2008, Plan Sponsor Magazine named Pete one of the nations “Most Successful Retirement Plan Advisors”.

Pete graduated from the University of Rhode Island with a Bachelor’s degree in Economics. He is active with his favorite charity, Old Colony Hospice, having served on their board from 2004-2011 as well as chairing their annual golf tournament.

Retirement Plan Consultant
508.698.8315
IBG Financial Partners, LLC.

Chris has been consulting with corporate and non-profit retirement plans since 2007, joining IBG Financial Partners in 2015 as a Retirement Plan Consultant. He has worked with clients in small, mid, and large markets with an unwavering focus on participant outcomes, fiduciary risk management, and investment governance. Chris has extensive experience in 401(k) and 403(b) plan consulting, vendor management, investment review and analysis, and plan design analysis.

Prior to joining IBG Financial Partners, Chris was part of the Retirement Practices at Marsh & McLennan Agency, and Cammack Retirement Group. Chris holds Life, Accident & Health, FINRA Series 7 registration with LPL Financial and the Series 66 registration with both LPL and IBG, and is a Certified Retirement Plan Specialist.

Chris earned his Bachelor’s and Master’s degrees from Brandeis University, and was the co-captain of the men's tennis team. Chris and his family are actively involved in their community as well as multiple charity fundraising events in the greater Boston area.

Client Service Manager
508.698.8315
IBG Financial Partners, LLC.

Laurie has 11 years of experience in the retirement plan industry joining IBG in 2002. Laurie has been instrumental in developing IBG’s client service model and leads our administrative team. She deals directly with plan sponsors, plan participants, vendors, and third party administrators resolving any issues that may arise. Laurie recently completed the RPF1 and RPF2 through The American Society of Pension Professional and Actuaries (ASPPA). She is currently matriculating towards the QKA (Qualified 401(k) Administrator) designation.