Todd Tevens Senior Vice President, Retirement Plan Services

About:

Todd has been in the qualified plan consulting business since 2000. He possesses strong industry expertise along with a focused and comprehensive approach to his role as retirement plan advisor for Lawley Courier Advisors.

Experience:

Prior to joining Lawley Courier 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.

Accreditations:

FINRA Series 7 & 66 licenses

New York State Life, Accident & Health license

Education:

B.A. in Business Administration, Mercyhurst College

Honors:

Todd was named to the 2014 National Association of Plan Advisors Top 50 Plan Advisors under 40.

Community and Pro Bono:

Todd is an active volunteer and supporter for the March of Dimes Foundation and an active Alumni Association participant at St. Joseph’s Collegiate Institute.