SGROI FINANCIAL - Key Persons
Job Titles:
- Director of Marketing
- Director of Marketing / Education
With numerous years of service in financial planning and investing, Brian helps his clients understand the importance of systematically creating, growing, preserving and protecting wealth through appropriate high-quality investment opportunities. He is also uniquely qualified in matters concerning local, state and federal government as well as educational employees.
Education
Canisius College - Buffalo, NY
D'Youville College - Buffalo, NY
Job Titles:
- Member of the Client Services Team
- Administrative Support
Job Titles:
- Assistant Contact Information
- Insurance Specialist / Administrative Support
Job Titles:
- Registered Representative
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 the most 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.
Education
University at Buffalo, State University of New York
Bachelor of Science in Business Administration, Finance and Marketing Concentrations
Job Titles:
- Member of the Client Services Team
- Registered Representative
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. Whether you need assistance with your current assets, understanding basic investment planning, or delving into specialized retirement or estate planning, Jennifer is readily available to help you plan and succeed.
Education
Canisius College - Buffalo, NY
College for Financial Planning - Denver, CO
Job Titles:
- Administrative Support
- Assistant Contact Information
John Clouden - Chief Compliance Officer, SVP
Job Titles:
- Chief Compliance Officer
- Partner
- Senior Vice President
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
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.
Job Titles:
- Member of the Client Services Team
- Assistant Contact Information
- Client Services Team Lead / Administrative Support
Job Titles:
- Member of the Research Team
- Research Analyst
Job Titles:
- Member of the Client Services Team
- Assistant Contact Information
Job Titles:
- Operations & Compliance Consultant
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
Job Titles:
- 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 reach your goals.
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
Job Titles:
- 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 on mastering 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
Job Titles:
- Business Manager
- Business Manager / Education
Financial Planner and Dave Ramsey-endorsed provider for over a decade, Shawn provides the most 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.
Education
Boston College - Chestnut Hill, MA
Job Titles:
- 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 future financial security.
Job Titles:
- Administrative Support
- Assistant Contact Information
Job Titles:
- Vice President Sales & Marketing
- Vice President of Sales & Marketing
- Vice President Sales & Marketing / Education
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.
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Urmas Lupkin
Vice President Sales & Marketing
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
Job Titles:
- Member of the Research Team
- Director of Research & Investment Development
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.
Education
Canisius College - Buffalo, NY