Tracy Sherwood, CFP®
Williamsville, New York Financial Planner

Tracy L. Sherwood is a Financial Advisor with Ogorek Wealth Management LLC, a fee-only privately owned advisory firm. Besides meeting regularly with clients, Ms. Sherwood prepares financial plans as well as oversees the implementation of client recommendations. She works closely with clients on financial, retirement and estate planning issues. Ms. Sherwood joined Ogorek Wealth Management LLC in August 1994 and 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. Ms. Sherwood served as the 2004 Chair for the local council of the Upstate New York chapter of the Financial Planning Association. To learn more about Ogorek Wealth Management LLC and to find a financial advisor in Buffalo, NY, please visit our website.

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