Samantha B. Masey, CFP®

As a CERTIFIED FINANCIAL PLANNER™ professional and Wealth Advisor at Bouchey Financial Group, I play an integral part in personalized financial planning and investment management for our clients. I am passionate about supporting clients on the financial journey to achieve financial security and success through personalized strategies that align with their unique goals.

Leveraging my expertise in marketing, I also lead the firm’s marketing initiatives, ensuring our message aligns with our commitment to client success. With a Bachelor’s in Marketing and an MBA from Oral Roberts University, I bring a well-rounded perspective to both financial advising and strategic growth. My career began with four years in the energy sector, but I transitioned to the financial services industry in 2021 and became a CFP® professional in 2023.

As a native of Saratoga, I’m passionate about community involvement and enjoy the beautiful outdoors our area has to offer. I competed in Division I Cross Country and Track & Field during college and continue to stoke that driven spirit within my professional and personal life. Outside of work, you will find me spending time with my family, running, hiking, or playing volleyball in local rec leagues.