Meet Our Team

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Who We Are

Our team members at Bouchey Financial Group come from various educational and experiential backgrounds that we have successfully leveraged to build a client-centric organization with one focus, our clients’ financial success.

Our unsurpassed work ethic is derived from following the Certified Financial Planner Code of Ethics and the Certified Financial Planners Board of Standards Practice Standards.

Watch our Firm Video to learn more about us!

All
  • All
  • Wealth Advisors
  • Client Service
  • Investments
  • Executive Management
Casey Bird
Senior Portfolio Trader | Investment Analyst
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Bouchey Financial Group
Lauren A. Bouchey
Client Concierge | Philanthropy Advisor Shareholder
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Bouchey Financial Group
Ryan Bouchey, CPA, CFP®
Chief Strategic Officer | Shareholder
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Bouchey Financial Group
Steven B. Bouchey, CFP®
Founder & CEO | Chief Visionary Officer
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Catherine E. Buck, CFP®
Wealth Advisor
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Bouchey Financial Group
David W. Clarke
Director of Operations | Chief Compliance Officer
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Bouchey Financial Group
Jamie N. Durkee
Co-Director of Client Services
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Bouchey Financial Group
Angie Gavin
Client Concierge
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Bouchey Financial Group
Andrea Gearing
Client Service Manager
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Bouchey Financial Group
John Millet, CPA
Chief Operating Officer | Chief Financial Officer Shareholder
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Bouchey Financial Group
Paolo LaPietra, CFP®
Director of Portfolio Strategy | Wealth Advisor
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Shelley Mamone
Client Service Manager
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Emily Schultz
Client Service Associate
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Bouchey Financial Group
Samantha B. Masey, CFP®
Wealth Advisor | Marketing Coordinator
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Bouchey Financial Group
Angela Scesny
Co-Director of Client Services
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Bouchey Financial Group
Martin X. Shields, CFP®, AIF®
Chief Wealth Advisor | Shareholder
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Scott Strohecker, CFP®, EA
Wealth Advisor | Tax Planner
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Julia McCabe
Brand & Communications Specialist | Executive Assistant
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Bouchey Financial Group
Vincenzo G. Testa, CPA, CFP®, ECA
Wealth Advisor | Tax Planner
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Harmony D. Wagner, CFP®, CPWA®
Director of Financial Planning | Wealth Advisor
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Bouchey Financial Group
Edward Wilhelm
Senior Portfolio Trader | Investment Analyst
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Bouchey Financial Group
In Loving Memory of Nicole Gobel
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