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.

• SEE HOW WE PLAN •

Our Process

• OUR TEAM •

Partners

Patrick Sgroi

President
Registered Representative

John Clouden

Senior Vice President
Chief Compliance Officer
Registered Representative

Planners

Shawn McLaughlin

Partner
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

Director of Research & Investment Development
Certified Financial Planner™
Registered Representative

Matthew McAnulty

Certified Financial Planner™
Enrolled Agent
Research Analyst
Registered Representative

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
Sandy Turchiarelli & Paul Hutchings

Theresa Simmons

Administrative Support to
Brian Clouden & Shawn McLaughlin

Research Team

Vincent Scarsella

Director of Research & Investment Development
Certified Financial Planner™
Registered Representative

Matthew McAnulty

Certified Financial Planner™
Enrolled Agent
Research Analyst
Registered Representative

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

Reception

Bonnie Gardner

Reception

Christa Sgroi

Reception

Our Founder

Joe Sgroi

Founder

Patrick Sgroi

President
President Registered Representative

Since taking over as President, Pat has followed in his father’s footsteps by maintaining the integrity and independence that has been the cornerstone of Sgroi Financial. In addition, Pat has distinguished himself as an outstanding community leader and mentor in Buffalo, NY.

Education

Alfred University – Alfred, NY

Professional 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

NicoleS@sgroifinancial.com

John Clouden

Senior Vice President
Chief Compliance Officer
Registered Representative

With decades of financial experience, unsurpassed integrity, and ethical handling of accounts, John is renowned for service and creating unique financial packages based on individual client needs.

Education

Attended University at Buffalo, State University of New York

Professional Experience

Currently holds the following licenses: • Series 6 • Series 7 • Series 63 • Life, Accident, and Health Insurance Has been with Sgroi Financial since 1994

Assistant Contact Information

Leah Dukat

LeahD@sgroifinancial.com

Brian Clouden

Vice President
Registered Representative

With over 20 years of experience in financial planning and investment knowledge, Brian helps his clients understand the importance of systematically creating, growing and preserving wealth through appropriate high-quality investment opportunities. He is also well versed in matters concerning local, state, and federal government as well as educational employees.

Schedule a Meeting with Brian!

Education

Canisius College – Buffalo, NY
D’Youville College – Buffalo, NY

Professional Experience

Currently holds the following licenses: • Series 7 • Series 63 • Life, Accident, and Health Insurance Has been with Sgroi Financial since 2001

Contact Information

BrianC@sgroifinancial.com

Assistant Contact Information

Theresa Simmons

TheresaS@SgroiFinancial.com

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

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

JHaxton@sgroifinancial.com

Assistant Contact Information

Cassie Scibran

Cassie@sgroifinancial.com

Sandy Turchiarelli

Registered Representative

With numerous years of financial planning experience, Sandy is committed to creating honest, integrity driven relationships that advocate for her clients and their financial futures. Sandy Turchiarelli is dedicated to empowering clients with knowledge to help them master their personal finances and achieving individual goals.

Education

University at Buffalo, State University of New York

Professional 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 1998

Schedule a Meeting with Sandy!

Contact Information

SandyT@sgroifinancial.com

Assistant Contact Information

Jessica Sparks

JessicaS@sgroifinancial.com

Paul Hutchings

Registered Representative

A person’s behaviors and thoughts around money are unique, emotional and always changing. Cookie cutter financial advice does more harm than good for long-term goals. To build a proper financial plan, it is a must to tailor the service to their story. Let Paul Hutchings walk you through the steps of creating and implementing the right plan to help you reach your goals.

Schedule a Meeting with Paul!

Contact Information

PaulH@sgroifinancial.com

Assistant Contact Information

Jessica Sparks

JessicaS@sgroifinancial.com

Education

University at Buffalo, State University of New York

Professional Experience

Currently holds the following licenses: • Series 7 • Series 66 • Life and Health Insurance Has been with Sgroi Financial since 2017

Headshots - SGROI Financial-9 Vinny Scarsella_pp_CROPPED

Vincent Scarsella

Director of Research & Investment Development
Certified Financial Planner™
Registered Representative

Your economic and life situation is unique. Vincent Scarsella is dedicated to learning about your personal goals to build a plan that is focused on your specific needs. Whether you need guidance in setting up a 403(b), financing a child’s secondary education, or management of your portfolio, Vincent can help you succeed every step of the way.

Schedule a Meeting with Vincent!

Education

Canisius College – Buffalo, NY

Professional Experience

Currently holds the following licenses: • Series 7 • Series 66 • Life and Health Insurance Has been with Sgroi Financial since 2012

Contact Information

VincentS@sgroifinancial.com

Administrative Support to Paul Hutchings & Sandy Turchiarelli

Professional Experience

Currently holds the following licenses: • NYS Life Insurance Has been with Sgroi Financial since 2020

Contact Information

JessicaS@sgroifinancial.com

Theresa Simmons

Administrative Support to Shawn Brian Clouden & Shawn McLaughlin

Education

Niagara University

Professional Experience

Currently holds the following licenses: • Series 6 Has been with Sgroi Financial since 2011

Contact Information

TheresaS@SgroiFinancial.com

Matthew McAnulty

Certified Financial Planner™
Enrolled Agent Research Analyst
Registered Representative

Matthew has been at Sgroi Financial 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 Financial, and helps create portfolios tailored to your financial situation. His goal is to help you every step of the way in achieving financial success.

Schedule 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 2020

Contact Information

MMcAnulty@sgroifinancial.com

Urmas Lupkin

Vice President Sales & Marketing

Urmas joined Sgroi Financial in 2015, bringing with him over 30 years of business experience. Today, he continues to work with business owners on all aspects including investments, insurance, succession planning as well as personal financial needs.

Education

State University of New York College at Fredonia

Professional Experience

Currently holds the following licenses: • Series 6 • Series 63 • Life, Accident, and Health Insurance Has been with Sgroi Financial since 2015

Contact Information

Urmas@sgroifinancial.com

Sara Clouden

Business Manager

Education

Canisius College – Buffalo, NY

Professional Experience

Currently holds the following licenses: • Property and Casualty Insurance Has been with Sgroi Financial since 2014

Contact Information

SaraC@sgroifinancial.com

Joe Sgroi

Founder

Our 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.

Committed to Your Financial Future

• OUR TEAM •

Partners

Planners

Client Services Team

Research Team

Finance & Administration

Our Founder

About Us

Products & Services

Teacher Benefits

Contact Us