Catherine (Katie) is a CERTIFIED FINANCIAL PLANNER™ professional. She enjoys working with clients on the financial planning process and supports our marketing director, tax team members, and facilitates firm-wide engagement Katie received her Bachelors of Science (B.S.) from St. Lawrence University in 2020, with a double major in Statistics and Business in the Liberal Arts.…

Scott Strohecker joined Bouchey Financial Group as a Wealth Advisor & Tax Planner. Scott previously worked as a Financial Planner and Tax Specialist at Capital Financial Services. He brings extensive experience providing financial planning and tax services to individuals. He is an Enrolled Agent and a CERTIFIED FINANCIAL PLANNER™ professional and graduated from Union College…

The one thing I knew about myself when I first entered the workforce was that I did not want a “sales” job. Having experienced a taste of that world, I realized that I did not want my professional life to be driven by quotas, commissions, or pressure to influence clients based on my own personal…

Vincenzo recently joined Bouchey Financial Group in May 2021 as a Wealth Advisor/Tax Planner after solely working in public accounting for most of his career. He brings 3 ½ years of experience in Tax Preparation and Advisory Service. Vincenzo was born in raised in Troy, NY, a couple blocks east of the firm’s office on 5th Avenue.…

As a Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional, I am dedicated to helping individuals and families navigate life’s financial complexities with clarity and confidence. I specialize in working with retirees and those approaching retirement, guiding them through critical decisions around income planning, tax strategies, and preserving wealth for future generations. My approach is rooted…