About:
As Managing Director of Lawley Retirement Advisors, Jamie oversees 401(k) plans, profit-sharing plans (integrated and comparability plan designs), 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.
Experience:
With 30+ years of expertise, Jamie provides an unbiased analysis of product vendors and third-party administrators. He works with clients to help mitigate the increasing costs of healthcare and his proactive approach to strategic planning, assessment, review of data and market analysis is unmatched in the industry. After a comprehensive plan is put into place, his team consistently monitors all aspects of the plan to make certain it fully satisfies each client’s needs.
Accreditations:
Jamie is an Accredited Investment Fiduciary (AIF), a Chartered Life Underwriter (CLU),
a Chartered Financial Consultant (ChFC), and a Registered Employee Benefits Consultant (REBC).
Industry Affiliations:
Jamie is a member of the Society of Financial Professionals.
Education:
Jamie earned a bachelor’s degree from the State University of New York at Buffalo.
Community and Pro Bono:
Jamie is a board member of the Buffalo State College Foundation, the Challenge Manufacturing Company, a former board member of the Juvenile Diabetes Foundation and Heritage Centers, and is involved in many fundraising efforts for Roswell Park Comprehensive Cancer Center.
Business Insurance
Employee Benefits
Risk Management
Personal Insurance
Retirement Plans
Wealth Management
Lawley Medicare Solutions
Industry Specialties All Services
