Pete Swisher, senior vice president of national sales, says the firm hopes to leverage Schaerer’s knowledge of qualified retirement plan solutions coupled with his institutional sales background to grow Pentegra’s West Coast presence.
Schaerer brings 17 years of business development and investment advisory experience to Pentegra. Most recently, he was a retirement plan consulting practice leader for a large registered investment adviser (RIA) and employee benefit consulting firm, with responsibility for institutional investment advisory services to institutional retirement plan clients.
Schaerer holds an accredited investment fiduciary (AIF) designation, the FINRA Series 7 and 66 securities licenses, and a B.S. in marketing and management from the University of Oregon.
Pentegra Retirement Services provides retirement plan solutions to corporations and nonprofit organizations across the United States, including 401(k) plans, defined benefit pension plans, cash balance plans, profit sharing plans, 457 plans, 403(b) plans and a variety of others.
More information is available at www.pentegra.com.