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Committed to Your Financial Future
In 1971, our founder Joseph Sgroi opened the doors to Sgroi Financial LLC to begin servicing the Western New York community. Since then, we’ve been helping people achieve financial independence—from helping you find the right coverage to making sure you’re invested in your future. What started as a family business has grown into a full-service independent financial planning firm that still strives to treat our clients like a family. In 2014, Joe officially retired and transitioned the business over to Patrick Sgroi (Partner) and John Clouden (Partner) who had both been with the firm for over 30 years. Today, we’re focused on the one thing that matters most: you. With a staff of 27 people servicing clients across the country, our approach as a full-service firm is to provide for all your financial planning needs. This includes everything from your investments and retirement plans to life insurance and long-term care. Ready to discuss your financial needs? Contact Us today.
• SEE HOW WE PLAN •
• OUR TEAM •
Partners
Partner
Partner
Chief Compliance Officer
Planners
Senior Wealth Manager
Senior Wealth Manager
Senior Wealth Manager
Certified Financial Planner ®
Certified Divorce Financial Analyst™
Wealth Manager
Senior Wealth Manager
Certified Financial Planner ®
Wealth Manager
Wealth Manager
Director of Research & Investment Development
Certified Financial Planner ®
Certified Fund Specialist®
Certified Financial Planner ®
Enrolled Agent
Research Analyst
Registered Representative
Registered Representative
Registered Representative
Registered Representative
Client Services Team
Registered Administrative Assistant
Registered Administrative Assistant
Registered Administrative Assistant
Insurance Specialist
Registered Administrative Assistant
Registered Administrative Assistant
Registered Administrative Assistant
Registered Administrative Assistant
Research Team
Director of Research & Investment Development
Certified Financial Planner ®
Certified Fund Specialist®
Certified Financial Planner ®
Enrolled Agent
Research Analyst
Registered Representative
Research Analyst
Registered Representative
Research Analyst
Registered Representative
Finance & Administration
Vice President of Sales & Marketing
Business Manager
Operations Specialist
Director of Marketing
Insurance Specialist
Registered Administrative Assistant
Reception
Reception
Our Founder
Founder
Patrick Sgroi
Partner
About
As a Partner, Patrick specializes in retirement planning, 403 (b)/tax sheltered annuities, estate planning, and life, disability, and long-term care insurance.
Experience
With 30+ years of experience, Patrick brings extensive expertise in creating financial strategies that foster long-term growth and stability. He follows the footsteps of his father, Joe Sgroi, founder of Sgroi Lawley, prioritizing integrity and independence as core principles of effective financial planning. Patrick has a proven track record of helping clients navigate complex financial decisions, while also giving back to the community through leadership and mentorship. Additionally, he is skilled in NYS Long-Term Care Partnership. Has been with Sgroi Lawley since 1992.
Accreditations
Patrick holds FINRA Series 7 & 63 licenses, a Life, Accident, and Health License, and is a Registered Representative. He is a Certified Business & Distributive Education Teacher for K – 12, and is involved in the Million Dollar Round Table, the world’s leading life insurance & financial service association.
Education
Alfred University – Alfred, NY
Community
Patrick has been deeply involved in his community through various leadership roles. He is the Founder and President of the Jeffery Michael Sgroi Foundation, and currently serves as a board member for St. Francis High School and Orchard Park Country Club. Additionally, Patrick is an emeritus member of the PUNT Foundation and First Tee of WNY, reflecting his longstanding dedication to these organizations.
Assistant Contact Information
Nicole Switzer
John Clouden
Parter & Chief Compliance Officer
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.
Accreditations
John holds FINRA Series 6, 7, & 63 licenses, a Life, Accident, and Health License, and is a Registered Representative.
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.
Assistant Contact Information
Leah Dukat
Brian Clouden
Senior Wealth Manager
About
Brian specializes in 401(k) rollovers, long term care and life insurance, college planning, and employer retirement plans.
Schedule a Meeting with Brian!
Experience
With 20+ years of experience, Brian helps his clients understand the importance of systematically creating, growing, preserving and protecting wealth through appropriate high-quality investment opportunities. He is uniquely qualified in matters concerning local, state and federal government and educational employees. Brian utilizes his financial planning and investments experience to help clients plan a successful and prosperous retirement. Has been with Sgroi Lawley since 2001.
Accreditations
Brian holds FINRA Series 7 & 63 licenses, a Life, Accident, and Health License, and is a Registered Representative.
Education
Brian earned degrees from Canisus University and D’Youville College.
Community
Brian serves as a member of his local Knights of Columbus, volunteers with Junior Achievement, and serves as a community education teacher throughout the Western New York area. He is also a youth hockey coach and an assistant coach for St. Bonaventure’s D1 Club Hockey Team.
Contact Information
Assistant Contact Information
Theresa Simmons
Shawn McLaughlin
Senior Wealth Manager
About
Shawn specializes in retirement planning, fixed & variable annuities, long-term care insurance, life insurance, estate planning, and small business planning.
SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of Cadaret Grant & Co Inc. (Cadaret Grant). SmartVestor is not a current client of Cadaret Grant for brokerage or advisory services. Financial professionals of Cadaret Grant pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | RamseySolutions.com] to learn more.
Schedule a Meeting with Shawn!
Experience
Shawn is committed to providing ethical and effective financial strategies for clients focused on retirement planning, college savings, estate planning, and reducing debt. He offers investment guidance and long-term financial planning services throughout Western New York. With experience as a former registered representative at Morgan Stanley, Shawn applies his expertise to develop personalized strategies tailored to clients’ financial goals. He has been with Sgroi Lawley since 2003.
Accreditations
Shawn holds FINRA Series 7, 31, & 66 licenses, a Life, Accident, and Health License, and is a Registered Representative.
Education
Shawn earned a bachelor’s degree from Boston College.
Community
Shawn is a board member for the National Academy of Finance, volunteers with Junior Achievement, and serves as a community education teacher around the Western New York Area.
Contact Information
Assistant Contact Information
Theresa Simmons
Jennifer Jurek
Senior Wealth Manager
Certified Financial Planner ®
Certified Divorce Financial Analyst™
About
Jennifer specializes in retirement planning, investment strategies, divorce financial analysis, estate planning, female financial wellness, life insurance, and college planning.
Schedule a Meeting with Jennifer!
Experience
With 20+ years of experience, Jennifer is committed to helping clients achieve their financial goals. Whether assisting with asset management, investment planning, or specialized retirement and estate strategies, Jennifer works closely with each client to develop a personalized plan tailored to specific needs and objectives. Has been with Sgroi Lawley since 2004.
Accreditations
Jennifer holds FINRA Series 6, 7, 24, & 63 licenses, and a Life, Accident, and Health License. She is a CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Divorce Financial AnalystTM (CDFATM), and Registered Representative.
Education
Jennifer earned a bachelor’s degree from Canisius University.
Community
Jennifer is a board member of West Seneca Finance Academy, and a member of WNY Collaborative Law Professionals, Financial Planning Association of WNY, and International Academy of Collaborative Professionals (IACP).
Contact Information
Assistant Contact Information
Cassie Scibran
Summer McKellar
Wealth Manager
About
Summer specializes in retirement planning, cash flow analysis/budgeting, 403(b)/annuities, 401(k) rollovers, life insurance, and college planning.
Schedule a Meeting with Summer!
Experience
Summer is committed to helping clients navigate major life transitions, such as starting a family, changing careers, or planning for the future. With her expertise and personalized approach, she works closely with clients to create and implement a practical financial plan that aligns with their goals. Summer’s focus is on providing peace of mind, ensuring that clients’ financial futures are protected and secure. Has been with Sgroi Lawley since 2010.
Accreditations
Summer holds FINRA Series 7, 63, & 66 licenses, and a Life, Accident, and Health License.
Education
Summer earned a bachelor’s degree from Canisius University and completed a fellowship through The American College Financial Fellowship Program.
Community
Summer is a member of Canisius University Alumni, Gold Griffin Fund Alumni, and SIFE Alumni. She also serves as a community education teacher throughout the Western New York area, and volunteers for Junior Achievement and Pet Connections of Marilla.
Contact Information
Assistant Contact Information
Erika Vranjes
Jeffrey Haxton
Senior Wealth Manager
Certified Financial Planner ®
About
Jeffrey specializes in investing, retirement planning, social security, tax planning, estate planning, 401(k)'s, 403(b)'s, IRA's, Roth IRA's, and life & long-term care insurance.
SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of Cadaret Grant & Co Inc. (Cadaret Grant). SmartVestor is not a current client of Cadaret Grant for brokerage or advisory services. Financial professionals of Cadaret Grant pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | RamseySolutions.com] to learn more.
Schedule a Meeting with Jeffrey!
Experience
Jeffrey takes pride in developing a financial plan tailored to each clients' personal needs. He is dedicated to providing the most ethical and effective financial solutions for investing, retirement planning, debt-free lifestyles, insurance needs, and helping clients and their families create and preserve wealth. Jeffrey is skilled in NYS Long-Term Care Partnership. Has been with Sgroi Lawley since 2010
Accreditations
Jeffrey holds FINRA Series 6, 7, 63, & 66 licenses, and a Life, Accident, and Health License. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Dave Ramsey Smart Vestor Pro.
Education
University at Buffalo, State University of New York
Bachelor of Science in Business Administration, Finance and Marketing Concentrations
Contact Information
Assistant Contact Information
Cassie Scibran
Sandy Turchiarelli
Wealth Manager
About
Sandra specializes in retirement planning, 403(b)/annuities, 401(k) rollovers, life insurance, cash flow analysis/budgeting, estate planning, and college planning.
Experience
With numerous years of focused financial planning experience, Sandra is committed to building effective relationships that advocate for her clients and their financial futures. Sandra works closely with clients to develop practical financial plans that align with their goals, while providing them knowledge to master their personal finances.
Accreditations
Sandra holds FINRA Series 6, 7, 63, & 66 licenses, and a Life, Accident, and Health License.
Education
University at Buffalo, State University of New York
Schedule a Meeting with Sandy!
Contact Information
Assistant Contact Information
Jessica Sparks
Paul Hutchings
Wealth Manager
About
Paul specializes in retirement planning, 403 (b)/annuities, 401 (k) rollovers, estate planning, college planning, life insurance, and cash flow analysis/budgeting. Has been with Sgroi Lawley since 2017.
Schedule a Meeting with Paul!
Experience
Paul is dedicated to developing financial plans tailored to each client’s unique goals and needs. By working closely with clients, he creates practical strategies to help them achieve long-term financial success. Through continuous support and guidance, Paul helps clients navigate life’s evolving financial milestones.
Accreditations
Paul holds FINRA Series 7 & 66 licenses, and a Life, Accident, and Health License.
Education
Paul earned a bachelor’s degree from University at Buffalo.
Community
Paul further supports his alma mater, the University at Buffalo, as he is a member and an ambassador for the Buffalo-Niagara Chapter Alumni Association and a regional leader for the College of Arts and Sciences. He also serves as a volunteer for Kids Escaping Drugs and Meals on Wheels, West Seneca.
Contact Information
Assistant Contact Information
Leah Dukat
Vincent Scarsella
Director of Research & Investment Development
Certified Financial Planner ®
Certified Fund Specialist®
About
As Director of Research & Investment Development, Vincent specializes in portfolio construction/management, IRAs, 403(b) & 401(k), budgeting/cash flow analysis, life insurance, and college planning.
Schedule a Meeting with Vincent!
Experience
From financing secondary education or managing a portfolio, Vincent helps clients manage a financial plan that aligns with various economic and life situations. He is dedicated to learning about each client’s personal goals and will build a plan focused on specific needs. Has been with Sgroi Lawley since 2012
Accreditations
Vincent holds FINRA Series 7 & 63 licenses, and a Life, Accident, and Health License. He is a CERTIFIED FINANCIAL PLANNER® (CFP®), a Certified Fund Specialist®, and a Registered Representative.
Education
Vincent earned a bachelor’s degree from Canisius University and is involved in the Center for Professional Development at Canisius.
Community
Vincent is involved in the Business & Education Employability Portfolio (BEEP) program, providing digital portfolio program and workplace skills to high school students.
Contact Information
Schedule a Meeting with Vincent
Leah Dukat
Registered Administrative Assistant to John Clouden
Education
Canisius College – Buffalo, NY
Professional Experience
Currently holds a Series 6 license and a Notary Public Has been with Sgroi Financial since 2002Contact Information
Cassie Scibran
Registered Administrative Assistant to Jennifer Jurek, & Jeffrey Haxton
Professional Experience
Currently holds the following licenses: • Series 6 • Life, Accident, and Health Insurance • Notary Public Has been with Sgroi Lawley since 2004
Contact Information
Nicole Switzer
Registered Administrative Assistant to Patrick Sgroi
Education
SUNY Buffalo State College – Buffalo, NYProfessional Experience
Currently holds the following licenses: • Series 6 Has been with Sgroi Lawley since 2006
Contact Information
Erika Vranjes
Insurance Specialist
Registered Administrative Assistant to Summer McKellar
Professional Experience
Currently holds the following licenses: • Series 6 • NYS Long-Term Care Partnership • Property and Casualty Insurance • Life, Accident, and Health Insurance Has been with Sgroi Lawley since 2005.
Contact Information
Jessica Sparks
Registered Administrative Assistant to Sandy Turchiarelli
Professional Experience
Currently holds the following licenses: • NYS Life Insurance Has been with Sgroi Lawley since 2020.
Contact Information
Theresa Simmons
Registered Administrative Assistant to Brian Clouden & Shawn McLaughlin
Education
Niagara UniversityProfessional Experience
Currently holds the following licenses: • Series 6 Has been with Sgroi Lawley since 2011.
Contact Information
Meredith Miller
Registered Administrative Assistant to Paul Hutchings
Education
Penn State University – Bachelor in Fine Arts in Theatre Deisgn & Technology
Professional Experience
Has been with Sgroi Lawley since 2024
Contact Information
Matthew McAnulty
Certified Financial Planner ®
Enrolled Agent Research Analyst
Registered Representative
About
Matthew specializes in retirement planning, estate planning, investment strategies, life insurance, and tax planning.
Schedule a Meeting with Matthew!
Experience
Matthew has been at Sgroi Lawley since 2020, where he started as an intern on the research team, and has worked his way up to become an advisor and achieve his Certified Financial Planner designation. Matthew is also an Enrolled Agent with the IRS and enjoys helping educate his clients on Tax matters so they can preserve their wealth throughout retirement. He continues to be apart of the research team at Sgroi Lawley, and helps create portfolios tailored to your financial situation. His goal is to help you every step of the way in achieving financial success.
Accreditations
Matthew holds FINRA Series 7 & 66 licenses, and a Life, Accident, and Health License. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and Enrolled Agent (EA).
Education
Matthew earned bachelor degrees from SUNY Canton in Finance and SUNY Plattsburgh in Accounting.
Contact Information
Urmas Lupkin
Vice President Sales & MarketingAbout
As Vice President of Marketing & Sales, Urmas specializes in market analysis, market development, and sales planning & reporting.
Experience
With 35+ years of experience, Urmas oversees the development of targeted sales strategies to maximize revenue and market share. By leading the Sgroi Lawley sales team, he optimizes performance and ensures alignment between sales objectives and overall business goals. Urmas plays a key role in analyzing market trends and adjusting strategies to stay ahead of industry developments.
Prior to Sgroi Lawley, Urmas spent over three decades at M&T Bank, with his last 14 years as a commercial branch manager. In this role, he managed the retail sales team and collaborated with business owners on their financial needs, including deposits, cash management, retirement planning, and commercial loans.
Education
Urmas recieved his bachelors degree from SUNY Frediona.
Accreditations
Urmas holds FINRA Series 6 & 63, a Life, Accident, and Health License.
Community
Urmas is Vice President of WNY United Against Drug & Alcohol Abuse, Inc., an agency that supports individuals and families affected by substance abuse.
Contact Information
Sara Clouden
Business Manager
About
As a Business Manager, Sara specializes in financial management, business development, and operations management.
Experience
With 10+ years of experience, Sara ensures efficient day-to-day operations and streamlines processes to support the firm’s strategic goals. She oversees budgeting, financial planning, forecasting, and helps identifies new growth opportunities.
Prior to Sgroi Lawley, Sara gained expertise in customer service, operations, and providing financial assistance to customers through her role as a bank teller.
Accreditations & Education
Sara holds a Property & Casualty license, and earned a bachelor’s degree from Canisius University.
Contact Information
Nina Evans
Operations Specialist
Experience
As an Operations Specialist, Nina specializes in compliance, risk management, operations management, and client communication.
With 20+ years of experience, Nina helps the firm operate efficiently, comply with regulatory standards, and maintain a high standard of client service. She helps identify potential risks and implements policies & procedures to uphold laws and regulations. Has been with Sgroi Lawley since 2005
Accreditations & Education
Nina holds a FINRA Series 6 license, and earned an associate’s degree from Erie Community College.
Contact Information
Abbygail Clouden
Director of MarketingEducation
SUNY Brockport – Brockport, NYProfessional Experience
Has been with Sgroi Lawley since 2022
Contact Information
Matthew Clouden
Registered Representative
About
Matthew specializes in financial, estate, and tax planning.
Schedule a Meeting with Matthew!
Experience
Matthew is committed to developing personalized financial plans that align with each client’s unique goals and needs. By leveraging his expertise in tax and estate planning, he crafts practical strategies to help clients achieve long-term financial success.
Prior to Sgroi Lawley, Matthew was an attorney with experience in estate planning, tax advice, and regulatory matters, including the Internal Revenue Code and ERISA. He also worked as a tax associate, providing counsel, and handling complex tax returns.
Accreditations
Matthew is a Registered Representative, holds FINRA Series 7, 66, & SIE licenses, and is a member of the Massachusetts Bar Association.
Education
University at Buffalo – Bachelors Degree in Business Administration
University at Buffalo – MBA in Finance and International Management
Northeastern University – Juris Doctor Degree
Contact Information
Matthew Scheff
Registered Representative
Resarch Analyst
About
Matthew specializes in retirement planning, financial planning, and strategic asset allocation.
Experience
Matthew is committed to creating personalized financial plans that align with each client’s distinct needs. By collaborating closely with clients, he creates effective strategies to support their long-term financial success. With ongoing support and guidance, Matthew ensures his clients’ financial futures are protected and secure. Has been with Sgroi Lawley since 2023.
Accreditations
Matthew holds FINRA Series 7, 63, & 65 licenses.
Education
Matthew earned his bachelor’s degree from West Virgina University in Business Administration, Marketing & Communications.
Community
Matthew is a member of the Regional Traffic Alliance Inc., an organization dedicated to supporting fallen officers.
Contact Information
Timothy Sgroi
Registered Representative
Resarch Analyst
About
Tim specializes in financial analysis, retirement planning, strategic asset allocation, and relationship management.
Experience
Tim is committed to developing personalized financial plans that align with each client’s distinct goals and needs. He offers effective solutions in retirement planning and asset allocation to help clients optimize their investments for growth and stability. By maintaining strong client relationships, he ensures that strategies remain adaptable to changing financial circumstances.
Prior to Lawley, Tim gained sales experience in the wealth management and Mergers and Acquisitions (M&As) industries. He most recently served as an account executive at Sterling Technology and a business development consultant at Morningstar.
Education
Tim holds a NYS Life, Accident, & Health License and earned a bachelor’s degree from Miami University.
Contact Information
Michelle Olewine
ReceptionProfessional Experience
Has been with Sgroi Lawley since 2017
Contact Information
Bonnie Gardner
Reception
Professional Experience
Has been with Sgroi Lawley since 2023
Contact Information
Christa Sgroi
ReceptionContact Information
Joe Sgroi
FounderOur esteemed founder, Joseph Sgroi, opened the doors to Sgroi Financial in 1971. His guiding principle has always been “doing what is best for the client.” In a financial climate that can create acquisitive Financial Planners, Joe knew he had to stand apart by always putting clients’ needs at the forefront of their investment strategy. He instituted the financial planning philosophy that planners will invest their time with full confidence that once prospective clients observe the company’s process and intentions, they will not want to do business with any other firm. The entire staff of Sgroi Financial emulates Joe’s guiding principle in all they do. Sgroi Financial has implemented a sophisticated financial planning system that comprehensively puts all of the clients’ assets in correct liquidity sequence so that they can make the most professional financial planning decisions.
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