H. Joseph Sgroi, CLU, ChFC

Personal:
Happily married to wife Betsy, with four fantastic kids (Patrick, Jeff, Jenny, & Greg).

Education:
1960 to 1964 B.S., Business Administration from The University of Buffalo. Worked way through college and graduated at age 20. 1973 to 1976 Awarded C.L.U. (Chartered Life Underwriter) designation in the insurance, financial, and estate planning field. 1989 Awarded ChFC (Chartered Financial Consultant) designation from the American College, Bryn Mawr, PA.

Work Experience:
1965 to 1970   Personnel and Labor Relations for Fortune 500 company. Promoted to Director of Personnel at age 24.

1971 to Present  Sgroi Financial, LLC. . . . FINANCIAL PLANNING. Owner of a financial planning firm that prides itself on the completion of financial plans based on the clients' goals and purposes. Licensed with over 70 companies for the benefit of clients. Life and qualifying member of the Million Dollar Round Table and their Court of the Table. Achieved lifetime member status of the most prestigious Top of the Table. Author of numerous articles on financial planning. Featured speaker in several states and Canada. Tax Sheltered Annuity Plan Administrator for over sixty five school systems, including Buffalo, West Seneca, Williamsville and Erie Community College. Areas of expertise include Tax, Investments, Insurance, Pensions, Nursing Home as well as Charitable and Estate Financial Planning.

Community:

1. Past President, The Mercy Hospital Foundation Board of Directors.
2. Sisters of Mercy Development Council Board of Directors, Past-Chairman
3. Western New York Child Abuse Prevention Campaign ("Have you Hugged Your Kids Today?") - Past Sponsor
4. West Seneca Youth Baseball Coach & Manager for fourteen years.
5. Board of Directors (New York State), consultant, lecturer, and judge at regional, state and national competitions for Distributive Education Clubs of America (D.E.C.A.) - 1994-2002.
6. Past-Co-Chairman Finance Academy WS Schools.
7. Past-President & Past-Treasurer, West Seneca Rotary Foundation (HARVEST HILL 18 HOLE PUBLIC GOLF COURSE NOW OPEN!!!!)
8. West Seneca Rotary Club Honorary Life Member, Past-President, Past-Chairman of the Board, Past Area II Chairman.
9. Honored by Rotary with distinguished Paul Harris Fellow award for outstanding humanitarian achievements.
10. Past-President and Past-Chairman of the Board of Directors of the West Seneca Chamber of Commerce.
11. Chosen 1985 West Seneca Jaycees Man of the Year.
12. Chosen 1988 West Seneca Chamber of Commerce Citizen of the Year.
13. Chosen 1992 West Seneca Chamber of Commerce Business of the Year.
14. Chosen 2001 West Seneca Chamber of Commerce Member of the Year.
15. 2001 Member of Buffalo Baby Joe Mesi Ringleaders.
    
16. 2001 Charter Member of the Erie Community College Football Program.
17. 2002 Trocaire College's Reflections Award Recipient.