About:
As Retirement Account Executive/Team Lead, Kristen specializes in plan design consulting, employee engagement & education, and ERISA compliance & fiduciary governance.
Experience:
With 10+ years of experience, Kristen identifies ways to improve efficiency and productivity within Lawley Retirement Advisors. She monitors team functions, collaborates with retirement plan
providers, and conducts group employee education meetings to increase retirement plan participation.
Prior to Lawley, Kristen was an industrial engineer with M. Wile Manufacturing and General Motors Powertrain, a Financial Analyst with General Motors, and a Financial Agent at ROI Financial Group under New York Life.
Accreditations:
Kristen holds FINRA Series 6, 63, and 65 Licenses and a NYS Life, Accident, and Health License.
Education:
Kristen earned a bachelor’s degree from the University at Buffalo.
Community and Pro Bono:
Outside of Lawley, Kristen volunteers with Roswell Park Comprehensive Cancer Center and the Juvenile Diabetes Association.
