Meet Our Team

Bouchey Financial Group

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.

All
  • All
  • Wealth Advisors
  • Client Service
  • Investments
  • Executive Team
Bouchey Financial Group
Steven B. Bouchey, CFP®
President & CEO
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Bouchey Financial Group
John Millet, CPA
Vice President, CFO & COO
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Bouchey Financial Group
Martin X. Shields, CFP®, AIF®
Vice President, Chief Wealth Advisor
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Bouchey Financial Group
Shelley Betor
Client Relationship Manager
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Bouchey Financial Group
Lauren A. Bouchey
Client Concierge
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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
Client Relationship Manager
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Bouchey Financial Group
Jennifer D. Foley, CPA
Wealth Advisor & Tax Planner
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Bouchey Financial Group
Angie Gavin
Client Concierge
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Bouchey Financial Group
Andrea Gearing
Client Relationship Manager
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Bouchey Financial Group
Nicole A. Gobel, CPA
Wealth Advisor & Tax Planner
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Bouchey Financial Group
Paolo LaPietra, CFP®
Wealth Advisor & Portfolio Strategist
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Bouchey Financial Group
Samantha B. Masey
Associate Wealth Advisor & Marketing Coordinator
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Bouchey Financial Group
Angela Scesny
Director of Client Services
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Bouchey Financial Group
Vincenzo G. Testa, CPA
Associate Wealth Advisor & Tax Planner
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Bouchey Financial Group
Harmony D. Wagner, CFP®
Wealth Advisor & Information Officer
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