Jeffrey Viksjo is a financial advisor at Ogorek Wealth Management, LLC with 5 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining Ogorek Wealth Management in 2017, he worked at KeyBank from 2016 to 2017. Ogorek Wealth Management provides discretionary investment management and coordinated financial planning to individuals, families, business entities, and nonprofit organizations. The firm employs fundamental and technical analysis in its investment strategies and manages approximately $559 million in client assets with a two-advisor team.

Anthony Ogorek is a CFP® professional with 24 years of experience at Ogorek Wealth Management, LLC, a firm he has been with since 2002. Based in Williamsville, NY, he is part of a two-advisor team managing a concentrated portfolio of client assets. Ogorek Wealth Management is an SEC-registered investment adviser that provides discretionary portfolio management and coordinated financial planning for individuals, families, business entities, retirement plans, trusts, estates, and charitable organizations. The firm serves both non‑high-net-worth and high-net-worth clients, focusing on diversified portfolios primarily using mutual funds, ETFs, and selected individual securities, combined with comprehensive written planning covering goals, cash flow, tax, estate, and risk management.