Client Center

Contact Jeff to discuss:

• Investment performance
• Asset allocation / holdings
• Market outlook
• Capital gains projections

Jeff brings 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.

Contact Denise for:

• Scheduling appointments
• Money movements and transfers
• Charitable donations
• Tech support and troubleshooting
• Tax documents (Form 1099, Form 1099-R, Donor Advised Fund year-end summary, etc.)
• 529 plan contributions and withdrawals

Denise joined our firm after graduating from Erie Community College with an Associate’s degree in Office Administration.

Contact Evan, in consultation with Tony, for all of your financial planning needs.

Evan is a CERTIFIED FINANCIAL PLANNER ™ professional who earned his B.A. in Finance at Mercyhurst University.

Justin participates in:

• Client meetings and preparation of comprehensive financial plans
• Works with our investment committee
• Ensures client portfolios are in alignment with their long-term financial goals

Justin is a 2018 graduate of Canisius College where he earned a B.S. in Economics and Finance.  Justin was an intern at Ogorek in the summer of 2017 before joining the team full-time in May 2018.