MEET THE TEAM
Northeast Retirement Plan Advisors
Larry Kavanaugh, Jr. , AIF, CPFA, CLU, ChFC
Managing Director
Larry is the managing director and founder of Northeast Retirement Plan Advisors. He has over 30 years of experience in the financial services industry and is a Registered Principal of LPL Financial. Holding the AIF, CPFA, CLU, and ChFC, professional designations, Larry’s primary area of knowledge is retirement plans and specifically, ERISA investment fiduciary services.
Larry is a frequent industry speaker specializing in topics including retirement plan trends, fiduciary responsibilities under ERISA and new regulations concerning workplace savings plans.
He is the father of two wonderful daughters as well as an avid golfer.
Ask him about the year he got - not one, but three hole-in-ones!
Phone: 716.674.6200 x237
Email: lawrence.kavanaugh@lpl.com
Calendar Time Directly: www.calendly.com/nebstpa
Jim Glose CPFA, CLU, ChFC
Senior Pension Consultant
Jim has worked in the financial services industry since 1983. He holds the Chartered Life Underwriter (CLU) and Certified Plan Financial Advisor (CPFA) designations and is part of the LPL Financial Retirement Plan Consulting Program (RPCP). Jim’s areas of focus are Retirement Plan Design and Service features including Individual Client Investment Advisory Service.
Interestingly, Jim and his family live in one of Buffalo's historic houses in the Prospect Hill Historic District - ask him how many trips to Home Depot he's made this week.
Phone: 716.674.6200 x237
Email: james.glose@lpl.com
Lynn Addison
Administrative Assistant
Lynn has worked in the finance industry for nine years, previously working for Metlife, Zdarsky, Sawicki and Agostinelli, LLP and Gaymar Industries. As an Administrative Assistant, she is available to assist customers with their needs.
Lynn has been married for 27 years to her husband, Jeffrey, and they have a grown daughter, Candace. Her hobbies include gardening, pastel drawing, bowling, and bird watching.
Phone: 716.674.6200 x237
Email: lynn.addison@lpl.com
Amy Brotka, AIF
Relationship Manager
With nearly 20 years of financial services experience, Amy brings an incredible depth of knowledge when providing relationship management services to our retirement plan clients.
In her spare time, you can find Amy sharing quality time with her new (extended!) family.
Phone: 716.674.6200 x237
Email: amy.brotka@lpl.com