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Todd M. TevensAIF, CPFA Managing Director

716.849.4366 | ttevens@lawleyretirement.com | Buffalo, NY

As Managing Director, Todd leads the Lawley Retirement Advisors team and oversees retirement planning, customized investment, and relationship management. With 20+ years of experience, Todd consults with hundreds of companies and organizations to implement prudent fiduciary governance programs, comprehensive employee communication strategies, customized investment allocations, and appropriate plan design structures.

Specialties


Retirement Plan Consulting
Comprehensive Employee Education
Plan Design and Compliance

 

About:

Todd has been in the qualified plan consulting business since 2000. His industry experience provides his clients with a focused and comprehensive approach as retirement plan advisor for Lawley Retirement Advisors. Prior to joining Lawley Retirement Advisors, Todd held regional sales and relationship management roles with Principal Financial Group and John Hancock Retirement Plan Services. Todd has consulted with hundreds of companies and organizations to implement prudent fiduciary governance programs, comprehensive employee communication strategies, customized investment allocations, and appropriate plan design structures.

In addition to his role working with fiduciaries, Todd has considerable experience working with retirement plan participants to ensure successful retirement outcomes. By leveraging automatic plan features and participant income replacement ratio tools, Todd provides employees assistance with identifying income gaps and strategies to close those gaps.

Todd is a graduate of Mercyhurst College, with a Bachelor of Arts degree in business administration. He earned his FINRA Series 7 & 66 licenses as well as a New York State Life, Accident and Health license.

Todd resides in Williamsville, NY with his wife Andrea and their three sons, Tyler, Tanner and Trevor.  He enjoys coaching youth sports, golfing and fishing in his spare time.

Experience:

Todd has over 15 years of retirement plan and financial industry experience

Accreditations:

Accredited Investment Fiduciary (AIF)

Certified Plan Fiduciary Advisor (CPFA)

FINRA Series 7 & 66 Licenses

NYS Life, Accident and Health License

Industry Affiliations:

National Association of Plan Advisors

Voice of the Advisor Panel, American Funds

Retirement Plan Advisory Group (RPAG)

Fi360, Inc

Education:

BA — Mercyhurst College

Community and Pro Bono:

St. Joseph’s Collegiate Institute Alumni Association Member

Christ the King Seminary

Saints Peter & Paul School

Osaic Form CRS

LRA Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Additional advisory services offered through Lawley Retirement Advisors. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

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Lawley Retirement Advisors
Securities licensed in the following states:
NY, CA, CO, DE, FL, IL, IN, MI, MN, NC, OH, VA, WA, VT, CT

Phone: 716.849.1584 | Email: dmarkowski@lawleyretirement.com

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WEBSITES: FINRA | SIPC | Osaic