About:
As a Retirement Plan Advisor, Ryan specializes in plan compliance, plan design optimization, investment management, fiduciary support, and employee education.
Experience:
With 10+ years of experience, Ryan partners with employers to design, manage, and optimize retirement plans that improve compliance, strengthen fiduciary oversight, and create better outcomes for employees. His consultative, education first approach helps employers improve plan outcomes and participant engagement. Ryan has worked with both small and large organizations, helping them turn their plan into a strategic asset for the organization.
Prior to Lawley, Ryan supported retirement advisory teams at a regional investment management firm, gaining hands‑on experience in plan operations, investment due diligence, and participant education.
Accreditations:
Ryan is a Certified Financial Planner (CFP) and an Accredited Investment Fiduciary (AIF). He holds a Life, Accident, & Health license and FINRA Series 7, 63, & 65 licenses.
Education:
Ryan earned a bachelor’s degree from the University at Buffalo.
Community and Pro Bono:
Ryan sits on the ambassador council for Rochester Regional Health and the young professionals board for Villa of Hope.
