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 25 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

Registered Representative

John Clouden

Senior Vice President
Chief Compliance Officer
Registered Representative


Shawn McLaughlin

Registered Representative

Brian Clouden

Vice President
Registered Representative

Jennifer Jurek

Registered Representative
Certified Financial Planner™
Certified Divorce Financial Analyst™

Summer McKellar

Registered Representative

Jeffrey Haxton

Registered Representative
Certified Financial Planner™

Sandy Turchiarelli

Registered Representative

Paul Hutchings

Registered Representative

Vincent Scarsella

Registered Representative
Director of Research & Investment Development

Client Services Team

Leah Dukat

Client Services Team Lead
Administrative Support to John Clouden

Cassie Scibran

Administrative Support to Jennifer Jurek & Jeffrey Haxton

Nicole Switzer

Administrative Support to Patrick Sgroi

Erika Vranjes

Insurance Specialist
Administrative Support to Summer McKellar

Jessica Sparks

Administrative Support to Paul Hutchings & Sandy Turchiarelli

Theresa Simmons

Administrative Support to Brian Clouden & Shawn McLaughlin

Research Team

Vincent Scarsella

Director of Research & Investment Development
Registered Representative

Matthew McAnulty

Junior Research Analyst

Finance & Administration

Urmas Lupkin

Vice President of Sales & Marketing

Sara Clouden

Business Manager

Nina Evans

Operations & Compliance Consultant

Abbygail Clouden

Director of Marketing

Erika Vranjes

Insurance Specialist
Administrative Support to Summer McKellar

Michelle Olewine


Maria Weimer


Christa Sgroi


Our Founder

Joe Sgroi



Sgroi Financial, LLC BBB Business Review

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.

Financial Professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.