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 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.
• OUR TEAM •
Partners
Planners
Director of Research & Investment Development
Certified Financial Planner™
Certified Fund Specialist®
Registered Representative
Client Services Team
Research Team
Director of Research & Investment Development
Certified Financial Planner™
Certified Fund Specialist®
Registered Representative
Finance & Administration
Our Founder
![](/wp-content/uploads/2020/10/Headshots-SGROI-Financial-21-Patrick-Sgroi__pp_CROPPED.jpg)
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
![](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2020/10/Headshots-SGROI-Financial-13-Nicole-Switzer__pp_CROPPED.jpg)
Nicole Switzer
![Headshots - SGROI Financial-22 John Clouden__pp_CROPPED](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2020/10/Headshots-SGROI-Financial-22-John-Clouden__pp_CROPPED.jpg)
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
![](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2020/10/Headshots-SGROI-Financial-1-Leah-Dukat__pp_CROPPED.jpg)
Leah Dukat
![Headshots - SGROI Financial-20 Brian Clouden_pp_CROPPED](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2020/10/Headshots-SGROI-Financial-20-Brian-Clouden_pp_CROPPED.jpg)
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
![](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2017/11/sgroi-icon2.png)
Theresa Simmons
![Headshots - SGROI Financial-2 Shawn McLaughlin_pp_CROPPED](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2020/10/Headshots-SGROI-Financial-2-Shawn-McLaughlin_pp_CROPPED.jpg)
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
![](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2017/11/sgroi-icon2.png)
Theresa Simmons
![Headshots - SGROI Financial-4 Jennifer Jurek__pp_CROPPED](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2020/10/Headshots-SGROI-Financial-4-Jennifer-Jurek__pp_CROPPED.jpg)
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
![](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2018/01/Headshots-SGROI-Financial-23-Cassie-Scibran_CROPPED.jpg)
Cassie Scibran
![Headshots - SGROI Financial-15 Summer McKellar_pp_CROPPED](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2020/10/Headshots-SGROI-Financial-15-Summer-McKellar_pp_CROPPED.jpg)
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
![](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2020/10/Headshots-SGROI-Financial-8-Erika-Vranjes_pp_CROPPED.jpg)
Erika Vranjes
![Headshots - SGROI Financial-6 Jeffrey Haxton_pp_CROPPED](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2020/10/Headshots-SGROI-Financial-6-Jeffrey-Haxton_pp_CROPPED.jpg)
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
![](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2018/01/Headshots-SGROI-Financial-23-Cassie-Scibran_CROPPED.jpg)
Cassie Scibran
![Headshots - SGROI Financial-14 Sandy Turchiarelli_pp_CROPPED](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2020/10/Headshots-SGROI-Financial-14-Sandy-Turchiarelli_pp_CROPPED.jpg)
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
![](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2017/11/sgroi-icon2.png)
Jessica Sparks
![Headshots - SGROI Financial-19 Paul Hutchings__pp_CROPPED](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2020/10/Headshots-SGROI-Financial-19-Paul-Hutchings__pp_CROPPED.jpg)
Paul Hutchings
Registered RepresentativeSchedule a Meeting with Paul!
Contact Information
Assistant Contact Information
![](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2017/11/sgroi-icon2.png)
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![Headshots - SGROI Financial-9 Vinny Scarsella_pp_CROPPED](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2020/10/Headshots-SGROI-Financial-9-Vinny-Scarsella_pp_CROPPED.jpg)
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
![Headshots - SGROI Financial-1 Leah Dukat__pp_CROPPED](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2020/10/Headshots-SGROI-Financial-1-Leah-Dukat__pp_CROPPED.jpg)
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
![Headshots - SGROI Financial-23 Cassie Scibran_CROPPED](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2018/01/Headshots-SGROI-Financial-23-Cassie-Scibran_CROPPED.jpg)
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
![Headshots - SGROI Financial-13 Nicole Switzer__pp_CROPPED](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2020/10/Headshots-SGROI-Financial-13-Nicole-Switzer__pp_CROPPED.jpg)
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
![Headshots - SGROI Financial-8 Erika Vranjes_pp_CROPPED](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2020/10/Headshots-SGROI-Financial-8-Erika-Vranjes_pp_CROPPED.jpg)
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
![sgroi-icon2](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2017/11/sgroi-icon2.png)
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
![Headshots-Theresa](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2022/08/Headshots-Theresa.jpeg)
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
![Headshots - SGROI Financial-16 Matthew McAnulty_pp_CROPPED](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2020/10/Headshots-SGROI-Financial-16-Matthew-McAnulty_pp_CROPPED.jpg)
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
![Headshots - SGROI Financial-5 Urmas Lupkin__pp_CROPPED](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2020/10/Headshots-SGROI-Financial-5-Urmas-Lupkin__pp_CROPPED.jpg)
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
![Headshots - SGROI Financial-17 Sara Clouden__pp_CROPPED](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2020/10/Headshots-SGROI-Financial-17-Sara-Clouden__pp_CROPPED.jpg)
Sara Clouden
Business ManagerEducation
Canisius College – Buffalo, NYProfessional Experience
Currently holds the following licenses: • Property and Casualty Insurance Has been with Sgroi Financial since 2014Contact Information
![Headshots - Nina](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2017/10/Headshots-Nina.jpg)
Nina Evans
Operations & Compliance ConsultantProfessional Experience
Currently holds the following licenses: • Series 6 Has been with Sgroi Financial since 2005Contact Information
![sgroi-icon2](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2017/11/sgroi-icon2.png)
Abbygail Clouden
Director of MarketingEducation
SUNY Brockport – Brockport, NYProfessional Experience
Has been with Sgroi Financial since 2022Contact Information
![sgroi-icon2](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2017/11/sgroi-icon2.png)
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
![Headshots - SGROI Financial-12 Michelle Olewine_pp_CROPPED](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2020/10/Headshots-SGROI-Financial-12-Michelle-Olewine_pp_CROPPED.jpg)
Michelle Olewine
ReceptionContact Information
![sgroi-icon2](https://sgroifinancial.com/wp-content/uploads/2017/11/sgroi-icon2.png)
Bonnie Gardner
Reception
Contact Information
![Headshots - Christa](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2017/10/Headshots-Christa.jpg)
Christa Sgroi
ReceptionContact Information
![Headshots - Joe](https://live-sgroifinancial.pantheonsite.io/wp-content/uploads/2017/10/Headshots-Joe.jpg)
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