Peter Mooney purchased Flexible Benefits Systems Inc. in January 2018.
He has been in the qualified plan and employee benefits space since 1993. Peter began his career in the financial service industry with AXA where he developed an organizational group for corporate employee benefits programs and estate planning alternatives. He played a key role in attracting accountants to enhance their practices by offering financial services to their clients.
In 2001 he created Source Companies that concentrated on the retirement plan space and helped business owners with their plan design to maximize the plan. They also worked with the employees to maximize their retirement.
Peter earned a Bachelor of Business Administration in Accounting from Cleveland State University. Outside the office, he enjoys boating, fishing, attempting golf, traveling and spending time with his family. Peter resides in Lyndhurst, Ohio with his wife Leanne.