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 (President) and John Clouden (Senior Vice President) who had both been with the firm for over 20 years.

Today, we’re focused on the one thing that matters most: you. With a staff of 23 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.




Patrick Sgroi


John Clouden

Senior Vice President


Brian Clouden

Vice President

Shawn McLaughlin

Vice President

Jennifer Jurek

Certified Financial Planner™
Certified Divorce Financial Analyst™

Summer McKellar

Senior Research Analyst
Registered Representative

Jeffrey Haxton

Certified Financial Planner™

Sandy Turchiarelli

Registered Representative

Client Services Team

Leah Dukat

Assistant to John Clouden

Andrea Korcz-Ross

Assistant to Brian Clouden

Cassie Scibran

Assistant to Jennifer Jurek
& Jeffrey Haxton

Theresa Simmons

Assistant to Shawn McLaughlin

Nicole Switzer

Assistant to Patrick Sgroi

Research Team

Anthony Day

Financial Research Analyst

Paul Hutchings

Financial Research Analyst

Vincent Scarsella

Financial Research Analyst

Finance & Administration

Urmas Lupkin

Vice President Sales & Marketing

Erika Vranjes

Insurance Specialist

Sara Clouden

Office Manager

Nina Evans

Project Coordinator

Michelle Olewine


Christa Sgroi


Maria Weimer


Our Founder

Joe Sgroi



Check out the background of our investment professionals on: BrokerCheck

Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory services offered through Sgroi Wealth Advisory Group LLC, an SEC Registered Investment Advisor. Sgroi Wealth Advisory Group LLC, Sgroi Financial LLC, and Cadaret, Grant & Co., Inc. are separate entities.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

We are registered to sell Securities in the following states: AZ, CA, CO, CT, FL, GA, IL, KY, MA, MD, MI, MO, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, and WA