Lawley Retirement Advisors Grows into Rochester, NY with New Retirement Advisor

Lawley is proud to announce that Lawley Retirement Advisors has added Ryan Miller to their growing team of retirement advisors. Miller will be physically located in Lawley’s Rochester branch location, but helping to service and advise clients across the entire Lawley footprint.

Miller began his career in the investment management business allowing him to learn all the in’s and out’s that goes on with the operations behind the mutual funds retirement plans use. From there, he worked with dozens of businesses helping their employees enroll and understand their retirement plans. Miller also conducted educational seminars for employees on a range of topics including insurance, budgeting, Medicare, Social Security, investments, and retirement planning.

Miller has obtained his Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Health Savings Advisor (CHSA), FINRA Series 7, 63, 65 Licenses NYS Life, and Accident and Health License accreditations. In the industry he is affiliated with the Society of Financial Service Professionals. Miller obtained his Bachelor of Science degree from the University at Buffalo.

As a Retirement Plan Advisor, Miller will help business owners and their employees get the most out of their retirement plans by designing a program that is geared to meet their specific needs. Once designed, he will work with owners and employees to implement the plan and help them to take full advantage of all the benefits. A well-designed and properly implemented plan can limit liabilities for the company while also helping participants reach their goals at the same time.

“I am excited to bring my experience and passion to Lawley Retirement Advisors. Lawley has the relationships, reputation, and resources to support me as I create retirement plans and programs for employers. My ultimate goal is to be a retirement advisor with my clients’ best interests at heart, especially in my local Rochester, NY community,” says Miller.

“We’re excited about the experience and knowledge Ryan brings to the Lawley Retirement Advisors team,” says James J. Rehak, Jr. (Jamie), Partner of Lawley Retirement Advisors. “I know that he will be able to help organizations in Rochester, NY and beyond receive comprehensive retirement plans. Ryan is a true team player and I am excited for him to present the Lawley Retirement Advisors’ differentiators to our clients, along with his experience and passion in the field.”