About:
As a retirement account associate, Jack specializes in retirement
services, wealth management, and customer service.
Experience:
Jack supports the Lawley Retirement Advisors team by processing documents, managing internal requests, and handling data entry. He prepares plan review materials for client meetings, submits paperwork to providers, and offers administrative support including document management and scheduling. Jack is dedicated to providing prompt, attentive service, ensuring paperwork is submitted accurately and all requests are followed through to completion.
Prior to Lawley, Jack built a strong foundation through various customer support roles. He also interned with both the underwriting department and Lawley Retirement Advisors, gaining valuable industry experience that prepared him for his role at Lawley.
Education:
Jack earned a bachelor’s degree from High Point University.
Community and Pro Bono:
Jack stays active in the Buffalo community by volunteering at food banks, contributing time to Habitat for Humanity, and supporting local events through participation and donations.
