Custom strategies for long-term financial success.

Anthony Ogorek is the President and Founder of Ogorek Wealth Management LLC located in Williamsville New York. Tony has been a Certified Financial Planner licensee and Registered Investment Advisor near Buffalo, New York since 1983.

“In my 30 years of experience, what I found to have the biggest impact on your ability to retire successfully, is to navigate the non-financial questions.”

Tony is an active writer in the financial industry and has been featured in numerous print, radio, and television appearances. Nationally recognized as a financial leader and innovative thinker, his expertise has been consulted and quoted by such national media as The Wall Street Journal, USA Today, The New York Times, Financial Advisor Magazine, Financial Times, Money Magazine, New York Post, Associated Press, insurance News Net, and Third Age, as well as local newspapers The Buffalo News and Business First.

Tony has appeared on TV as a guest commentator on PBS’ Nightly Business Report, CNBC’s Mutual Fund Investor, The Money Club, WGRZ, WKBW and WIVB, as well as YNN News. He also had a weekly series on financial radio talk show WBEN and was a financial analyst for National Public Radio’s Buffalo, NY affiliate, WBFO for 10 years. Tony completed a 3-year term as Director on the National Association of Personal Financial Advisors’ National Board.

Alicia Cheney is the Director of Operations at Ogorek Wealth Management LLC in Williamsville New York. She is responsible for maintaining firm financials, our compliance program and HR functions.

“The landscape of retirement has changed dramatically over the years. People are living longer and needing more guidance on how to spend their time and money. That’s why, as a team, we are committed to going beyond the return on investment to help you get the best return on life.”

Alicia brings over 20 years of experience with progressive leadership in providing growth, developing high-performing teams and driving results during her career at The Buffalo News. She has experience with operational management, management of project and cost controls, and corporate communications. Alicia worked in the Circulation, Finance, Customer Service and Marketing departments at The News creating strategies for growth in audience, brand and revenue.

Alicia earned her Bachelor of Science degree in Business Management from Canisius College, Buffalo, New York.

Jeffrey Viksjo is a Portfolio Manager at Ogorek Wealth Management LLC, serving on OWM’s Investment Committee, out of our Buffalo New York office. He helps guide investment strategy, meets with clients to discuss the markets and account performance, and directs the execution of investment trades. Jeff is also a frequent contributor to OWM’s investment blog and video commentaries. He currently serves as House President for Amherst Softball as well as Membership Chair for the Buffalo CFA Society.

“When it comes to investment management, the goal isn’t just to have more money, it’s to have enough money. Enough money to do everything you want in retirement. And that all starts with a plan.”

Jeff brings over 15 years of experience in the financial services industry. Jeff started his career as a stock analyst at Morningstar and Citigroup, gaining insights into equity valuation, financial modeling and portfolio construction. Most recently, he served in corporate development positions at First Niagara and KeyBank, where he primarily focused on mergers & acquisitions.

Jeff earned his B.S. in Finance/Economics at Canisius College, graduating summa cum laude. He has held the Chartered Financial Analyst (CFA) designation since 2010.