Tracy L. Sherwood | CFP®
NAPFA – Registered Financial Advisor
Tracy L. Sherwood is a Senior Financial Advisor at Ogorek Wealth Management LLC. She has spent her 20+ year career in the financial industry working with the founder, Anthony Ogorek and together they continue to develop the strategic vision of the firm, growing our team and the services we deliver to our clients. She is the lead adviser responsible for client relationship management, and also serves on OWM’s Investment Policy Committee. Tracy 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.
She serves on the local Financial Planning Association of WNY Program Committee, dedicates time coaching and supporting the students enrolled in the Clarence High School Academy of Business and Finance Class of 2019 and Class of 2020, and an avid parent supporter of the Town of Clarence Baseball Association as both of her boys play house and travel baseball.