About:
As a retirement operations coordinator, Darlene specializes in retirement planning,
401(k)s, and client support.
Experience:
With 5+ years of experience, Darlene serves as a key operational resource for Lawley Retirement Advisors. She helps manage retirement plan administration including rollovers, investment changes, compliance requirements, provider evaluations, and client onboarding. Darlene also maintains internal procedures and documentation within the firm’s CRM. In addition, Darlene collaborates with plan providers, third-party administrators, attorneys, and accountants to help ensure efficient service and support for clients.
Previously, Darlene was a retirement account executive at Lawley.
Prior to Lawley, Darlene acquired several years of customer service experience working in the restaurant industry. This background provided a strong foundation in communication, organization, and client-focused service, which she leverages in her role at Lawley.
Accreditations:
Darlene holds a Certified Plan Fiduciary Advisor (CPFA) designation.
Education:
Darlene earned a bachelor’s degree from Buffalo State University.
Honors:
Darlene was awarded a Customer Service Award by Lawley.
