Retirement Account Associate – Buffalo, NY (Hybrid)
Ideal opportunity for a motivated individual to join and support our growing Retirement team! Due to recent growth / acquisitions, […]
Retirement Account Executive / Team Lead – Buffalo, NY (Hybrid)
Due to our internal growth and recent acquisitions, our Retirement team is adding a Retirement Account Executive/Team Lead to our […]
Matthew Siva
As a retirement account executive, Matthew specializes in retirement planning, sales, and customer service.
Nicole Albano
As a client service specialist, Nicole specializes in employee engagement and education, compliance and fiduciary governance, and customer service.
JP Rehak
As a Retirement Plan Advisor, JP specializes in financial planning, retirement planning, strategic asset allocation, and relationship management.
Ryan Miller
As a Retirement Plan Advisor, Ryan specializes in plan compliance, plan design optimization, investment management, fiduciary support, and employee education.
Darlene Markowski
With 5+ years of insurance experience, Darlene works with the administration teams of companies to create and maintain a plan […]
Kristen Chambers
As Retirement Account Executive/Team Lead, Kristen specializes in plan design consulting, employee engagement & education, and ERISA compliance & fiduciary […]
Laura Cooley
As a Retirement Plan Advisor, Laura specializes in personal financial planning, investment due diligence and oversight, fiduciary support, and ERISA […]
Todd Tevens
As managing director, Todd leads the Lawley Retirement Advisors team and oversees retirement planning, customized investment, and relationship management.