Catherine E. Buck, CFP®

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.…

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Scott Strohecker, CFP®, EA

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…

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Ryan Bouchey, CFP®, CPA

Bouchey Financial Group

Ryan Bouchey joined Bouchey Financial Group in 2012, but in many ways, he has been part of the firm his entire life—watching firsthand as his father, Steve, built and grew the company over the years. Today, Ryan serves as both Chief Investment Officer and Chief Strategic Officer and is a key member of the firms…

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Harmony D. Wagner, CFP®, CPWA®

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…

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Vincenzo G. Testa, CPA, CFP®, ECA

Bouchey Financial Group

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.…

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Samantha B. Masey, CFP®

Bouchey Financial Group

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…

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Paolo LaPietra, CFP®

Bouchey Financial Group

As a Wealth Advisor, Paolo focuses on wealth management and provides financial solutions designed to meet each client’s investment, education and retirement planning needs. Drawing on his financial planning experience, Paolo develops personalized solutions to address the complex needs of each client. Paolo also helps with investment analysis, portfolio strategies, trading operations and helps clients…

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