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 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.
• OUR TEAM •
Partners
President
Registered Representative
Senior Vice President
Chief Compliance Officer
Registered Representative
Planners
Partner
Registered Representative
Vice President
Registered Representative
Registered Representative
Certified Financial Planner™
Certified Divorce Financial Analyst™
Registered Representative
Certified Financial Planner™
Director of Research & Investment Development
Certified Financial Planner™
Certified Fund Specialist®
Registered Representative
Certified Financial Planner™
Enrolled Agent
Research Analyst
Registered Representative
Registered Representative
Registered Representative
Client Services Team
Client Services Team Lead
Administrative Support to John Clouden & Paul Hutchings
Administrative Support to
Jennifer Jurek, & Jeffrey Haxton
Insurance Specialist
Administrative Support to Summer McKellar
Administrative Support to Sandy Turchiarelli
Administrative Support to
Brian Clouden & Shawn McLaughlin
Administrative Support
Research Team
Director of Research & Investment Development
Certified Financial Planner™
Certified Fund Specialist®
Registered Representative
Certified Financial Planner™
Enrolled Agent
Research Analyst
Registered Representative
Research Analyst
Registered Representative
Finance & Administration
Insurance Specialist
Administrative Support to Summer McKellar
Reception
Our Founder
Patrick Sgroi
President President Registered RepresentativeEducation
Alfred University – Alfred, NYProfessional Experience
Currently holds the following licenses: • Series 7 • Series 63 • Life, Accident, and Health Insurance • NYS Long-Term Care Partnership Member of the Summit Study Group, representing Buffalo, NY as a member in the wealth planning community. Has been with Sgroi Financial since 1992.Assistant Contact Information
Nicole Switzer
John Clouden
Senior Vice President Chief Compliance Officer Registered RepresentativeEducation
Attended University at Buffalo, State University of New YorkProfessional Experience
Currently holds the following licenses: • Series 6 • Series 7 • Series 63 • Life, Accident, and Health Insurance Has been with Sgroi Financial since 1994Assistant Contact Information
Leah Dukat
Brian Clouden
Vice President Registered RepresentativeSchedule a Meeting with Brian!
Education
Canisius College – Buffalo, NY D’Youville College – Buffalo, NYProfessional Experience
Currently holds the following licenses: • Series 7 • Series 63 • Life, Accident, and Health Insurance Has been with Sgroi Financial since 2001Contact Information
Assistant Contact Information
Theresa Simmons
Shawn McLaughlin
Partner
Registered Representative
Financial Planner and Dave Ramsey-endorsed provider for over a decade, Shawn provides ethical and effective financial solutions to clients working towards retirement, college planning, estate planning, and embracing a debt-free lifestyle. He creates plans that are understandable and easy to follow.
Schedule a Meeting with Shawn!
Education
Boston College - Chestnut Hill, MA
Professional Experience
Currently holds the following licenses:
• Series 7
• Series 31
• Series 66
• Life, Accident, and Health Insurance
Has been with Sgroi Financial since 2003
Contact Information
Assistant Contact Information
Theresa Simmons
Jennifer Jurek
Registered Representative
Certified Financial Planner™
Certified Divorce Financial Analyst™
Schedule a Meeting with Jennifer!
Education
Canisius College – Buffalo, NY College for Financial Planning – Denver, CO Institute for Divorce Financial Planning – Southfield, MIProfessional Experience
Currently holds the following licenses: • Series 6 • Series 7 • Series 24 • Series 63 • Series 66 • Life, Accident, and Health Insurance • NYS Long-Term Care Partnership Has been with Sgroi Financial since 2004Contact Information
Assistant Contact Information
Cassie Scibran
Summer McKellar
Registered RepresentativeSchedule a Meeting with Summer!
Education
Canisius College – Buffalo, NYProfessional Experience
Currently holds the following licenses: • Series 7 • Series 63 • Series 66 • Life, Accident, and Health Insurance Has been with Sgroi Financial since 2010Contact Information
Assistant Contact Information
Erika Vranjes
Jeffrey Haxton
Registered Representative
Certified Financial Planner™
Certified Financial Planner™ and a Dave Ramsey SmartVestor Pro, Jeffrey takes pride in developing a financial plan tailored to each client’s personal needs. He provides ethical and effective financial solutions for investing, retirement planning, estate planning, debt-free lifestyles, insurance needs, as well as helping clients and their families create and preserve wealth.
Schedule a Meeting with Jeffrey!
Education
University at Buffalo, State University of New York
Bachelor of Science in Business Administration, Finance and Marketing Concentrations
Professional Experience
Currently holds the following licenses:
• Series 6
• Series 7
• Series 63
• Series 66
• Life, Accident, and Health Insurance
• NYS Long-Term Care Partnership
Has been with Sgroi Financial since 2010
Contact Information
Assistant Contact Information
Cassie Scibran
Sandy Turchiarelli
Registered RepresentativeEducation
University at Buffalo, State University of New YorkProfessional Experience
Currently holds the following licenses: • Series 6 • Series 7 • Series 63 • Life, Accident, and Health Insurance • Notary Public Has been with Sgroi Financial since 1998Schedule a Meeting with Sandy!
Contact Information
Assistant Contact Information
Jessica Sparks
Paul Hutchings
Registered RepresentativeSchedule a Meeting with Paul!
Contact Information
Assistant Contact Information
Leah Dukat
Education
University at Buffalo, State University of New YorkProfessional Experience
Currently holds the following licenses: • Series 7 • Series 66 • Life and Health Insurance Has been with Sgroi Financial since 2017
Vincent Scarsella
Director of Research & Investment Development
Certified Financial Planner™
Certified Fund Specialist®
Registered Representative
Schedule a Meeting with Vincent!
Education
Canisius College – Buffalo, NYProfessional Experience
Currently holds the following licenses: • Series 7 • Series 66 • Life and Health Insurance Has been with Sgroi Financial since 2012Contact Information
Schedule a Meeting with Vincent
Leah Dukat
Client Services Team Lead
Administrative Support to John Clouden
Education
Canisius College – Buffalo, NYProfessional Experience
Currently holds a Series 6 license and a Notary Public Has been with Sgroi Financial since 2002Contact Information
Cassie Scibran
Administrative Support to Jennifer Jurek, & Jeffrey HaxtonProfessional Experience
Currently holds the following licenses: • Series 6 • Life, Accident, and Health Insurance • Notary Public Has been with Sgroi Financial since 2004Contact Information
Nicole Switzer
Administrative Support to Patrick SgroiEducation
SUNY Buffalo State College – Buffalo, NYProfessional Experience
Currently holds the following licenses: • Series 6 Has been with Sgroi Financial since 2006Contact Information
Erika Vranjes
Insurance Specialist Administrative Support to Summer McKellarProfessional 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 Financial since 2005Contact Information
Jessica Sparks
Administrative Support to Sandy Turchiarelli
Professional Experience
Currently holds the following licenses: • NYS Life Insurance Has been with Sgroi Financial since 2020Contact Information
Theresa Simmons
Administrative Support to Shawn Brian Clouden & Shawn McLaughlinEducation
Niagara UniversityProfessional Experience
Currently holds the following licenses: • Series 6 Has been with Sgroi Financial since 2011Contact Information
Meredith Miller
Administrative Support
Education
Penn State University – Bachelor in Fine Arts in Theatre Deisgn & Technology
Professional Experience
Has been with Sgroi Financial since 2024
Contact Information
Matthew McAnulty
Certified Financial Planner™ Enrolled Agent Research Analyst Registered RepresentativeSchedule a Meeting with Matthew!
Education
State University of New York at Canton – Bachelor degree in Finance
State University of New York at Plattsburg – Bachelor degree in Accounting
Professional Experience
Has been with Sgroi Financial since 2020Contact Information
Urmas Lupkin
Vice President Sales & MarketingEducation
State University of New York College at FredoniaProfessional Experience
Currently holds the following licenses: • Series 6 • Series 63 • Life, Accident, and Health Insurance Has been with Sgroi Financial since 2015Contact Information
Sara Clouden
Business Manager
Education
Canisius College – Buffalo, NYProfessional Experience
Currently holds the following licenses: • Property and Casualty Insurance Has been with Sgroi Financial since 2014Contact Information
Nina Evans
Operations & Compliance ConsultantProfessional Experience
Currently holds the following licenses: • Series 6 Has been with Sgroi Financial since 2005Contact Information
Abbygail Clouden
Director of MarketingEducation
SUNY Brockport – Brockport, NYProfessional Experience
Has been with Sgroi Financial since 2022Contact Information
Matthew Clouden
Registered Representative
Matthew has 9 years’ experience practicing law and most recently served as a tax attorney for the Lippes Mathias law firm in Buffalo, NY.
Schedule a Meeting with Matthew!
Education
University at Buffalo – Bachelors Degree in Business Administration
University at Buffalo – MBA in Finance and International Management
Northeastern University – Juris Doctor Degree
Professional Experience
Currently holds the following licenses: Series 7 • Series 66 • Massachusetts State Bar
Matthew has been with Sgroi since 2023.
Contact Information
Matthew Scheff
Registered Representative
Resarch Analyst
Education
West Virgina University– Bachelors Degree in Business, Communications & Advertising
Professional Experience
Currently holds the following licenses: Series 7 • Series 63 • Series 65
Matthew has been with Sgroi since 2023.
Contact Information
Michelle Olewine
ReceptionProfessional Experience
Has been with Sgroi Financial since 2017
Contact Information
Bonnie Gardner
Reception
Professional Experience
Has been with Sgroi Financial since 2023
Contact Information
Christa Sgroi
ReceptionContact Information
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