NAPFA – Registered Financial Advisor Operating Manager
Anthony Ogorek, CFP®, Ed D. is Founder and CEO of Ogorek Wealth Management LLC. Tony has been a Certified Financial Planner licensee and Registered Investment Advisor near Buffalo, New York since 1983.
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 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 recently completed a 3-year term as Director on National Association of Personal Financial Advisors' National Board.
Specialties: Financial Planning, Investment Management, College Planning, Tax Planning, Insurance Analysis, Retirement Planning, Estate Planning
NAPFA – Registered Financial AdvisorTracy L. Sherwood is a Senior Financial Advisor at Ogorek Wealth Management LLC, and also serves on OWM’s Investment Policy Committee. She has spent her 20+ year career in the financial industry working with the founder, Anthony Ogorek, developing and growing our team and the services we deliver to our clients. She works closely with our clients to help identify their goals, plan strategies, and provides continuous support and guidance to help them stay on track with their financial goals. She works with our exceptional team to ensure the plan is executed and updated as life evolves.
Tracy is a Certified Financial Planner licensee. She earned her B.S. in Business Administration with a concentration in Finance from SUNY Brockport and is a graduate of the College for Financial Planning.
Tracy is a member of the Financial Planning Association (FPA), and is a Registered Financial Advisor with NAPFA, the National Association of Personal Financial Advisors. NAPFA is the largest professional association of Fee-Only comprehensive financial advisors in the United States.
Rich brings 19 years of experience in operations, finance, sales, and marketing. He has earned a B.S. in Engineering and an MBA degree.Rich is responsible for oversight of the firm’s compliance plan, operational effectiveness, development of short/long-term strategies, and implementation of targeted marketing plans.
Denise joined our firm after graduating from Erie Community College with an Associate’s degree.
Denise is responsible for managing the office, client services, and maintaining our document management system.
She is also responsible for maintaining our client relationship management system as well as the content on our website.
Justin joined our firm after earning his B.S. in Finance from Canisius College
Justin handles all investment account administration duties such as processing new account paperwork, account transfers, check requests and changes of address.
Jeffrey joined our team after earning his B.S. in Finance/Economics at Canisius College.
Jeffrey assists in management of portfolio software, maintenance of client portfolios, and execution of investment trades.
Justin is currently attending Canisius College pursuing a Bachelor’s degree in Finance and Economics.Justin is responsible for assisting the planners with data gathering, input and updating clients financial plans in addition to day-to-day client requests.
Matthew is attending the University at Buffalo Honors College pursuing his Bachelors degree in Accounting. Afterwards, he plans to attain his Certified Public Accountant (CPA) designation.Matthew performs investment account administration duties which include account openings and transfers. He also assists in account rebalancing and producing performance reports on our investment models.