GEORGETOWN LAWLEY GROUP - Key Persons
Job Titles:
- Financial Advisor
- Registered Administrative Assistant
Christine Smith joined Georgetown Lawley Group in December 2016. She holds both Series 6 and 63 registrations. Christine is registered with Osaic Wealth, Inc.
Christine graduated from the State University of New York at Fredonia in 2017 with a Bachelor's Degree in Business Administration.
Job Titles:
- Financial Advisor
- Member of the Society
James J. Rehak, Jr. (Jamie) is a Financial Advisor with Georgetown Lawley Group, a founding member and Partner of Lawley Employee Benefits, and the co-managing director of Lawley Retirement Advisors. He has more than 30 years of experience and consults in all aspects of employee benefits programs, financial advising, and retirement plan consulting for employers.
Mr. Rehak has been a member of the Society of Financial Professionals for 26 years. He is an Accredited Investment Fiduciary (AIF), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), a Registered Employee Benefits Consultant (REBC), and a Certified Plan Fiduciary Advisor (CPFA). He holds his FINRA Series 6,22,26,62,63, and 65 designations and maintains both his NYS Life Accident and Health and NYS Property and Casualty licenses.
Mr. Rehak is a graduate of the State University of New York at Buffalo with a Bachelor of Science degree in Business. He is a board member of Buffalo State College Foundation and Challenge Manufacturing Company.
James J. Rehak, Jr. Financial Advisor Send an Email Jamie has more than 30 years of industry experience with Lawley, Top 100 Independent Insurance Agency, and partner of Georgetown Lawley Group.He is also a founding member of and a partner with Lawley Benefits Group, a division of... Read more
Job Titles:
- Financial Advisor
- President
Joseph V. Curatolo is the President of the Georgetown Lawley Group, LLC and has been a Financial Advisor since 1976. He founded Georgetown Capital Group in 1987. In 2022, he partnered with Lawley to form Georgetown Lawley Group.
Mr. Curatolo maintains 36 state registrations. He holds a General Securities Representative Series 7, General Securities Principal Series 24, Municipal Fund Securities Principal Series 51, Uniform Securities Agent State Law Series 63, Uniform Investment Advisor Law Series 65, and a New York Insurance Representative license. Mr. Curatolo is currently the Wealth Management Team Leader within the Curatolo Group of Georgetown Lawley. He is the author of two books; The Investment Train: Choosing the Right Track to Retirement and Who Gets What: A Guide to Estate Planning. Since 2001, he has been the on-air financial expert for Buffalo's NBC affiliate, WGRZ TV.
Mr. Curatolo was a New York Stock Exchange Board of Directors finalist in 2004. He also previously sat on the National Advisory Boards for Royal Alliance Associates, Inc., Putnam Investments, and Columbia Investments.
Mr. Curatolo is a 2006 graduate of the FBI Citizens Academy in Western New York and past member of their Board of Directors. He received his B.S. from the University of Buffalo School of Management in 1976.
Joseph V. Curatolo is the President of the Georgetown Lawley Group, LLC and has been a Financial Advisor since 1976. He founded Georgetown Capital Group in 1987 and then partnered with Lawley to form Georgetown Lawley Group in 2022.
Joseph became a Financial Advisor with Georgetown Lawley Group in 2022. Joseph has 15+ years of experience and provides expertise in investment and account management, financial planning, and insurance products.
Joseph possesses his NYS Life, Accident & Health License, Series 7, and Series 66. He is a member of the Chart Market Technician Association® (CMT) having passed level 1 of the CMT exam. He is heavily involved within the community as he served as chair for Nardin Academy Fortune Fundraiser, completed the Carly's Club 100 Holes of Golf, and volunteers for Buffalo Bisons Hockey.
Joseph graduated from Boston College where he received his Bachelor of arts degree. In addition, He also graduated from Canisius College with a master of sport administration degree.
Job Titles:
- Financial Advisor
- Front Office Manager
Judy was a stay at home mom when she helped to get a startup company going and worked there for 20 years before joining Georgetown Lawley Group in 2009. Here, she is our Receptionist and Administrative Assistant, greeting clients on the phone and when they enter our office along with various other office duties. Judy is not registered with Osaic Wealth, Inc.
Job Titles:
- Financial Advisor
- Senior Client Services Specialist
Kelly Strasser is a Senior Client Services Specialist who has been with Georgetown Lawley Group since 2001. Kelly holds both Series 6 and 63 registrations. Her years of experience in daily operational and administrative functions help support clients for Michael Curatolo and Stephen Wzontek.
Kelly graduated from Erie Community College with an Associate's degree in Office Management.
Laura became a Financial Advisor with Georgetown Lawley Group in 2022 after Georgetown Capital Group and Lawley formed the new venture. In addition, Laura is a Retirement Plan Advisor at Lawley Retirement Advisors and has nearly 20 years experience in the financial and retirement industry.
Laura holds her FINRA Series 6, 7 & 63, 65 Licenses in addition to her NYS, VT Life, Accident and Health Licenses and she is a Certified Plan Fiduciary Advisor (CPFA). She is a member of multiple industry groups including the Retirement Plan Advisory Group (RPAG), Fi360, Inc., and Women in Pensions (WiPN)
Early on in Laura's career, her focus was helping individuals with budgeting and cash flow management, retirement planning and investments, college planning and insurance analysis. Her experience and background has been very beneficial for plan sponsors in regards to preparing effective employee education and financial wellness programs.
Laura graduated from the University at Buffalo where she received her Bachelor's degree in Business Administration with concentrations in Finance and Marketing.
Job Titles:
- Compliance Coordinator
- Financial Advisor
Melissa McIsaac has been with Georgetown Lawley Group since January, 2000. She maintains 31 states registrations and holds the FINRA series 6, 7, 24, 63, and 66 designations, as well as the MSRB series 51 designation. She also holds her New York Insurance Representative license. Melissa began her career as Ron Migliore's assistant and has worked side-by-side with Ron since 2001. She is the Compliance Coordinator for the office and frequently works with Osaic Wealth, Inc.to stay on top of the ever-changing compliance standards in the industry. Melissa is a Financial Advisor for the ‘Georgetown Edge' and the ‘J Curatolo Groups,' as well as the Director of Operations for the Migliore Group.
Melissa attended Erie Community College and SUNY Buffalo State. She holds the Chartered Retirement Planning Counselor® certification from the College for Financial Planning®, focusing on clients' pre and post retirement needs, as well as issues related to asset management and estate planning. In addition, she holds the Certified Plan Fiduciary Advisor® credential from the National Association of Plan Advisors. A Certified Plan Fiduciary Advisor (CPFA) is a financial professional that demonstrates expertise and experience working with retirement plans.
Michael F. Curatolo, CFS® CPFA® is a Financial Advisor at the Georgetown Lawley Group, LLC, which he joined in 1987.
Mr. Curatolo has been a Financial Advisor since 1984 and maintains 35 state registrations. He holds a National Commodities Futures Series 3, General Securities Representative Series 7, General Securities Principal Series 24, Uniform Securities Agent State Law Series 63,Uniform Investment Adviser Law Series 65, Uniform Combined State Law Series 66, and is a New York Insurance Representative. In addition, Michael is a Certified Fund Specialist with the Institute of Business & Finance in La Jolla, CA, and a Certified Plan Fiduciary Advisor through the National Association of Plan Advisor (NAPA). Mr. Curatolo is currently the Wealth Management Team Leader within the Curatolo Group of Georgetown Lawley.
Mr. Curatolo received his B.S. from the University of Buffalo, 1984.
Job Titles:
- Financial Advisor
- Registered Administrative Assistant
Natalie joined the Georgetown Lawley Group in November 2022 as an Administrative Assistant. She holds her FINRA SIE, Series 6, and Series 63 registrations and is licensed in New York.
Natalie graduated from the University at Buffalo with a bachelor's degree in history.
Ronald V. Migliore, Jr. is a Financial Advisor at the Georgetown Lawley Group, LLC, which he joined in 1987.
Mr. Migliore has been a Financial Advisor since 1981 and maintains 19 state registrations. He holds a General Securities Representative Series 7, General Securities Principal Series 24, Uniform Securities Agent State Law Series 63, NASAA Uniform Combined State Law Exam Series 66, and is a New York Insurance Representative license. Ronald Migliore was inducted into the Royal Alliance Masters Club in 2012. This recognition is given for achieving 25 years of service with Royal Alliance Associates, Inc. Mr. Migliore is currently the Wealth Management Team Leader within the Migliore Group of Georgetown Lawley.
In 1979, Mr. Migliore received his B. A. from St. Bonaventure University. He also obtained his M.A. in 1981 from the same institution.
Job Titles:
- Financial Advisor
- Financial Advisor / Registered Administrator to the President
Stacey has been with Georgetown since May 1998 where she first started her financial services industry journey. Her greatest accomplishment in over 25 years has been the great relationships that she has built with the clients and how she is able to help them enjoy the ride to retirement through the personal Georgetown Lawley experience.
Stacey spent most of her earlier years at Georgetown as the Registered Administrator to the President, Joseph V. Curatolo, as well as the Director of Operations and Senior Service Specialist for the Curatolo Group. In the last few years, Stacey has taken on an even greater role, as a Financial Advisor, being more involved in client meetings and learning more about this side of the business. Joe has been a great mentor teaching her some of the tricks of the trade as a successful advisor himself and he will continue to share his knowledge to help her grow in this role to become a key source for Joe's clients.
Separately, Stacey's licenses include General Securities Representative Series 7, Uniform Combined Law Series 66, Investment Company and Variable Contracts Products Representative Series 6, Uniform Securities Agent State Law Series 63 and she has her New York State Life Insurance Representative License.
Stacey helped to create the Royal Alliance* Administrative Advisory Panel in 2000 which has evolved into the Royal Alliance* Advisory Assistant Council where the mission of this board of peers from across the country is to collaborate in establishing best industry practices to continuously advance the quality of services provided to clients and their families. Royal Alliance*, now known as Osaic Wealth Inc., has worked with this group on the beta testing of some new ideas and programs to help roll out better products to clients, other advisors and administrative professionals in the field.
Stacey lives in her hometown of Lancaster, NY with her husband, Steve and their girls, Hailey and Hannah along with their 3 cats; Olaf, Lucia & Oreo. Stacey has been in Girl Scouts for over 40 years and is a Lifetime Girl Scout Member. During the summer you can find Stacey and her family hooking up the camper to head out with friends to go camping and enjoy a few smores around the campfire when they are not out traveling before Hailey heads off to college next fall!
Stacey has been with Georgetown Lawley Group since May 1998 where she started her financial services industry journey. Her greatest accomplishment in over 20 years has been the great relationships that she has built with the
Stephen M. Wzontek is a Financial Advisor at the Georgetown Lawley Group, LLC, which he joined in 1987.
Mr. Wzontek has been a Financial Advisor since 1980 and maintains 20 state licenses. He holds a General Securities Representative Series 7, General Securities Principal Series 24, Uniform Securities Agent State Law Series 63, Uniform Combined State Law Series 66, and a New York Insurance Representative License. Mr. Wzontek is currently the Wealth Management Team Leader within the Wzontek Group of Georgetown Lawley.
Job Titles:
- Financial Advisor
- Registered Administrative Assistant
Victoria Potenza joined Georgetown Lawley Group in March 2021. She holds her FINRA SIE, Series 6, and 63 registrations. She is licensed in New York.
Victoria graduated from the Niagara University in 2014 with a Bachelor's Degree in Hospitality and Tourism.
Victoria Cacciatore joined Georgetown Lawley Group in March 2021.