Senior Leadership Team

swisher_sm

Pete Swisher, CFP, CPC, TGPC
Senior Vice President, National Sales
As Senior Vice President, National Sales, Pete oversees  Pentegra’s sales and business development efforts. He brings more than 15 years of industry expertise to Pentegra, with a background that not only includes in-depth knowledge of retirement plan operations and business models but also vast expertise working with financial advisors to build successful retirement practices.

Well-known nationally as one of the industry’s top retirement plan experts, Pete is a respected speaker and thought leader in the retirement community. He is the author of 401(k) Fiduciary Governance: An Advisor’s Guide, the textbook for ASPPA’s Qualified Plan Financial Consultant credential (QPFC). Through his ERISA Boot Camp Workshop Series, he has helped advisors throughout the United States build successful retirement plan practices based on a transparent fiduciary service model. As the author of more than 20 articles and white papers, his work has appeared in Financial Planning Magazine, the Journal of Financial Planning, The ASPPA Journal, Employee Benefits News, ABA Trust & Investments and numerous periodicals and trade papers.

He is actively involved with the National Association of Plan Advisors (NAPA), ASPPA, and ASPPA’s Political Action Committee. He is the Chair of the NAPA Government Affairs Committee.

Pete is a Certified Pension Consultant (CPC), a Certified Financial Planner (CFP) and a Tax-Exempt & Governmental Plan Consultant (TGPC). Pete holds a B.A. in Linguistics from the University of Virginia.