Ogorek Wealth Management

Web Site: www.ogorek.com
Location: Amherst/Buffalo, New York
Contact: Denise Lipka
Phone:  716-626-5000

Email:  [email protected]

Proudly Serving
Amherst, Buffalo and Williamsville


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Anthony OgorekAnthony J. Ogorek, Ed.D., CFP®
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.

Awards & Recognition

• Served on National Board of NAPFA (National Association of Personal Financial Advisors)
• Chairman of NAPFA National Education Committee
• Worth Magazine -  250 Best Financial Advisors
• Wealth Manager – Top Wealth Managers in America
• Mutual Funds Magazine - 100 Top Financial Planners
• Medical Economics Magazine - 150 Best Advisers

E-mail: [email protected]
    


Tracy SherwoodTracy L. Sherwood, CFP®
NAPFA – Registered Financial Advisor

Tracy 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.

E-mail: [email protected]