About:
As managing director, Todd leads the Lawley Retirement Advisors team and oversees retirement planning, customized investment, and relationship management.
Experience:
With 20+ years of experience, Todd consults with hundreds of companies and organizations to implement prudent fiduciary governance programs, comprehensive employee communication strategies, customized investment allocations, and appropriate plan design structures. Todd has considerable experience working with retirement plan participants to ensure successful retirement outcomes. Prior to Lawley, Todd held regional sales and relationship management roles with Principal Financial Group and John Hancock Retirement Plan Services.
Accreditations:
Todd is an Accredited Investment Fiduciary (AIF), a Certified Plan Fiduciary Advisor (CPFA), holds FINRA Series 7 & 66 licenses, and a New York State Life, Accident, and Health license.
Education:
He earned a bachelor’s degree from Mercyhurst College.
Honors:
Todd was named to the 2014 National Association of Plan Advisors’ Top 50 Plan Advisors under 40, and the 2020 Financial Times 401 Top Retirement Advisers.
Community and Pro Bono:
Todd is on the board of the Buffalo Hearing and Speech Center and is involved with the St. Joseph’s Collegiate Institute Alumni Association.
Business Insurance
Employee Benefits
Risk Management
Personal Insurance
Retirement Plans
Wealth Management
Lawley Medicare Solutions
Industry Specialties All Services
