As a Retirement Plan Advisor, Ryan specializes in plan compliance, plan design optimization,
investment management, fiduciary support, and employee education.
Plan Compliance
Plan Design & Optimization
Investment Analysis
Employee Education
Fiduciary Support
As a Retirement Plan Advisor, Ryan specializes in plan compliance, plan design optimization, investment management, fiduciary support, and employee education.
With 10+ years of experience, Ryan helps businesses design and manage their retirement plans in order to stay compliant and accomplish company goals. Ryan has worked with dozens of businesses, both large and small, to help their employees enroll and understand their
employer-sponsored retirement plans.
Prior to Lawley, Ryan worked with retirement plan advisory firms at a large regional investment management firm before switching to the advisory side.
Ryan is a Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), and a Certified Health Savings Advisor (CHSA). Ryan holds a Life, Accident, and Health license and FINRA Series 7, 63, & 65 licenses.
Ryan earned a bachelor’s degree from the University at Buffalo.
Ryan sits on the ambassador council for Rochester Regional Health and the young professionals board for Villa of Hope.
Lawley © 2024