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James J. Rehak Jr. AIF, CLU, ChFC, REBC, CPFA Managing Director

As Managing Director of Lawley Retirement Advisors, Jamie oversees 401(k) plans, profit-sharing plans, defined benefit plans, and deferred compensation programs. Jamie is also a founding member and partner of Lawley Employee Benefits, a division of Lawley, and provides expertise in all aspects of employee benefits programs and retirement consulting for employers.

jrehak@lawleyretirement.com
716.849.8219

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Todd M. Tevens AIF, CPFA Managing Director

As Managing Director of Lawley Retirement Advisors, Todd provides advisory services to retirement plan sponsors and their participants, specializing in fiduciary governance, retirement plan design, investment strategy, and participant education & engagement.

ttevens@lawleyretirement.com
716.849.4366

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Laura A. Cooley CPFA Retirement Plan Advisor

As a Retirement Plan Advisor, Laura specializes in personal financial planning, investment due diligence and oversight, fiduciary support, and ERISA compliance.

lcooley@lawleyretirement.com
716.849.4370

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Ryan Miller CFP®, AIF®, CHSA® Retirement Plan Advisor

As a Retirement Plan Advisor, Ryan specializes in plan compliance, plan design optimization,
investment management, fiduciary support, and employee education.

rmiller@lawleyretirement.com
585.545.6650

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JP Rehak Retirement Plan Advisor

As a Retirement Plan Advisor, JP specializes in financial planning, retirement planning, strategic asset allocation, and relationship management.

jprehak@lawleyretirement.com
716.849.1567

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Darlene Markowski Retirement Operations Coordinator

As a retirement operations coordinator, Darlene specializes in retirement planning,
401(k)s, and client support.

dmarkowski@lawleyretirement.com
716.849.1584

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Matthew Siva Retirement Account Executive

As a retirement account executive, Matthew works with Retirement Plan Advisors to identify and make recommendations that are beneficial to each client’s needs.

msiva@lawleyretirement.com
716.849.4361

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Ben Verrico Retirement Account Executive

As a retirement account executive, Ben specializes in financial planning, retirement, and customer service.

bverrico@lawleyretirement.com
716.849.8662

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Mary Setter Retirement Account Executive

As a retirement account executive, Mary specializes in wealth
management, retirement planning, and client relationships.

msetter@lawleyretirement.com
716.348.3653

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Paige Arndt Retirement Account Associate

As a retirement account associate, Paige specializes in relationship building, financial services,
and customer service.

parndt@lawleyretirement.com
716.849.4301

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Jack Perry Retirement Account Associate

As a retirement account associate, Jack specializes in retirement services,
wealth management, and customer service.

jperry@lawleyretirement.com
716.352.4884

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Nicole Albano Client Service Specialist

As a client service specialist, Nicole specializes in
employee engagement and education, compliance and
fiduciary governance, and customer service.

nalbano@lawleyretirement.com
716.849.8617

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LRA Privacy Notice

Securities and advisory services offered through LPL Financial , a registered investment advisor. Member FINRA/SIPC. Pension/Plan consulting services offered through Lawley Retirement Advisors, a registered investment advisor. Lawley Retirement Advisors and LPL Financial are separate entities.

IMPORTANT CONSUMER INFORMATION
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PLEASE NOTE: When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.

Phone: 716.849.1584 | Email: dmarkowski@lawleyretirement.com

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