We are all now Allied Elite Financial! We are designed to meet the evolving needs of our clients and our partners. Allied Elite Financial: retirees' and pre-retirees' ally in retirement income planning and specialized retirement professionals' ally in connecting with those entering retirement.

Our Team

Pete Russo

President Pete Russo learned early to drive himself toward excellence and, thus, fosters achievement throughout the organization. He successfully created and ran several businesses, developing talent, business savvy, and wisdom along the way. He eventually turned those abilities toward leading corporate departments. Ultimately, he chose to work in the financial services industry, where he now presides over Allied Elite Financial, a retirement income planning firm. Pete is the embodiment of perpetual motion. “It’s a blessing and a curse,” he says. “I love challenge. I don’t get tired because I’m doing what I find fun.”

Raised in the melting pot of the Bronx, New York, Pete developed a skill for communicating with people from all backgrounds. He also learned to identify needs, then find ways to meet them. Early entrepreneurial successes helped him develop his overarching philosophy: “I put talented people in pivotal roles and allow them to thrive.” And even now, if an employee is struggling with something, he will jump in and help. This builds respect and admiration on both sides. A close look at the teams he has built shows how effective this dynamic is.

Pete holds a Business Degree from Iona University in New Rochelle, New York. He now lives in Tucson, Arizona, with his wife and three children. His hobbies include restoring classic cars and redesigning properties.

Rich Soto

Rich Soto, Vice President of Sales at Allied Elite Financial, is focused on cultivating top performance and the best in customer care from the organization’s Sales and Contact Center teams. Throughout his career, Rich has enhanced revenue streams through implementing growth and product strategies, process improvement, people management, program development, and the building of enterprise-level call centers. He prides himself on promoting cultures of excellence and innovation, and on empowering his team to reach their individual goals. Helping workers strive for personal targets of achievement not only empowers them, but drives the company further.

“You can rush failure, but you can’t rush success,” Rich says, pointing to his belief that timing is everything. His approach is to find balance — not too fast, nor too slow. He instills this concept in his team members. His analytical mind (over and above the fact that he is great with numbers) led him to call center management and sales leadership.

Rich’s hobbies include reading, hiking, fitness, and working. He was born in Biloxi, Mississippi, and raised in Mobile, Alabama, where he earned a Political Science degree at the University of South Alabama. He relocated from the rainiest city to the sunniest city when he came to Tucson for his role at Allied Elite Financial.

Get started with a Retirement Income Strategy intro meeting
By responding to this offer you may be put in touch with a licensed insurance agent regarding retirement income strategies using fixed insurance products. Allied Elite Financial is an insurance agency licensed in all 50 states (AR17677332/CA0K62245/TX2034282) and all producers of Allied Elite Financial have the appropriate licenses for the products they offer.

Welcome to Allied Elite

Insurance Marketing Solutions, J.D. Mellberg Financial, RetireIMS, Advisors Elite Financial and Face2Face Advisors Elite are all now Allied Elite Financial!

With our ongoing dedication to innovation and client satisfaction, our new brand marks a significant milestone in the company’s commitment to providing innovative, high-quality solutions to our clients by leveraging our collective expertise, values and customer-focused approach.
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