Paul Hutchings

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...

Urmas Lupkin

Urmas Lupkin Vice President of 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...

Summer McKellar

Summer McKellar Registered Representative Summer understands that taking the first steps to plan for your financial future can seem difficult and overwhelming. Let her help you build a comprehensive plan that walks you through the steps of reaching your goals for...

Vincent Scarsella

Vincent Scarsella Director of Research & Investment DevelopmentCertified 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...

Jennifer Jurek

Jennifer Jurek Registered Representative Certified Financial Planner™ Certified Divorce Financial Analyst™ With numerous years of experience in banking and investing, Jennifer is a wealth of information with a passion to help you succeed with your financial goals....