West Seneca, NY (May 27, 2025) | Sgroi Lawley Group LLC, an independent financial planning firm, is proud to announce the addition of Timothy Sgroi to the team. Timothy, the son of Partner, Patrick Sgroi, represents the third generation of the Sgroi family to join the business, marking an exciting milestone in the firm’s history.

Formed through a recent merger between Sgroi Financial and Lawley, Sgroi Lawley Group LLC combines decades of experience with expanded resources to serve individuals, families, and businesses across Western New York and beyond. Timothy’s addition underscores the firm’s dedication to continuity, long-term planning, and multi-generational service.

In his new role, Timothy specializes in financial analysis, retirement planning, strategic asset allocation, and relationship management. He is a member of the firm’s Research Team, where he supports advisors and clients with investment analysis, industry insights, and strategic planning. His role reflects a continued dedication to the Sgroi family’s values of service, professionalism, and long-term client support.

Timothy is a graduate of Miami University, where he earned a bachelor’s degree in finance and sports management.
He holds a NYS Life, Accident, and Health Insurance License which allows him to assist clients with crucial aspects of insurance planning as part of their holistic financial strategy.

Prior to Sgroi Lawley, Timothy gained sales experience in wealth management and mergers & acquisitions,
as he served as an account executive at Sterling Technology and a business development consultant at Morningstar, out of Chicago. Now back in Buffalo, Timothy is focused on building a strong foundation in financial planning as he works toward becoming a paraplanner.

“Having Tim join us at this point in our journey is incredibly special,” said Patrick Sgroi, Partner at Sgroi Lawley Group. “With our recent merger, we’ve entered a new era of opportunity. Bringing in the third generation reflects both where we’ve come from and where we’re headed.”

“Welcoming Tim to the team is a meaningful step for the firm,” said John Clouden, Partner at Sgroi Lawley Group. “He brings fresh perspective and energy, and we’re excited to have him on board as we continue to grow.”

ABOUT SGROI LAWLEY 

Founded as Sgroi Financial by Joseph Sgroi in 1971, Sgroi Lawley Group LLC is a full-service firm providing all your financial planning needs. This includes everything from your investments and retirement plans to life insurance and long-term care. Sgroi Lawley Group LLC provides Investment Management, Insurance & Risk Management, Retirement Plan Design, Diversified Assets, Estate Planning, Tax Planning, Retirement Planning, Charitable Planning, and Succession/Exit Planning. Sgroi Lawley understands that each client’s circumstances are unique and is committed to helping people achieve financial independence.