Meet Our Team

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 Team
Steven B. Bouchey, CFP®
CEO & Founder, Majority Shareholder of Bouchey Financial Group, Ltd.
Lauren A. Bouchey
Client Concierge, Philanthropy Advisor & Shareholder of Bouchey Financial Group, Ltd.
Ryan Bouchey, CFP®, CPA
Chief Investment Officer & Chief Strategic Officer, Shareholder of Bouchey Financial Group, Ltd.
John Millet, CPA
Chief Operating Officer & Chief Financial Officer, Shareholder of Bouchey Financial Group, Ltd.
Martin X. Shields, CFP®, AIF®
Chief Wealth Advisor & Shareholder of Bouchey Financial Group, Ltd.