About

As a Partner & Chief Compliance Officer, John specializes in retirement planning, estate planning, tax planning, and 403(b) plans.

Experience

With 30+ years of experience, John understands how to create unique financial packages based on each client’s needs that maximize returns and pass on the largest possible portfolio of wealth to beneficiaries. He excels in estate and tax planning and will work with each client to enhance their financial well-being. Has been with Sgroi Lawley since 1994.

Accreditation

John holds FINRA Series 6, 7, & 63 licenses with LPL Financial, a NYS Life, Accident, and Health License.

Education

Attended University at Buffalo, State University of New York

Community

John is heavily involved in the community, currently serving as a committee member for Kids Escaping Drugs and as a board member for the Boys & Girls Club of Orchard Park. He is a former board member of West Seneca & Red Raiders Hockey, former Board President for the West Seneca Chamber of Commerce, and was also a consultant for Junior Achievement, a judge for DECA, and has coached several youth sports teams.

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