Catherine Buck

Katie headshot

As an Associate Wealth Advisor to the team, Catherine is responsible for financial planning, tax preparation, and building client relationships. Catherine received her Bachelor’s of Science (B.S.) from St. Lawrence University in 2020, with a double major in Statistics and Business in the Liberal Arts. During her time on campus, she was Recruitment Chair for…

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Scott Strohecker, 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, graduated from Union College with a degree in economics, and is…

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Ryan Bouchey, CFP®, CPA

Bouchey Financial Group

I’m excited and grateful to be a part of the wonderful team here at Bouchey Financial Group. My passion lies in helping others find comfort with their finances and successfully fulfilling their long-term financial goals. Each client situation is unique, and it’s truly an honor getting to know a client and their family well enough…

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Harmony D. Wagner, CFP®, CPWA®

Bouchey Financial Group

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®

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 Wealth Advisor of the firm, Samantha will be on your financial planning and investment management team. Samantha is a CERTIFIED FINANCIAL PLANNER™ and has a Bachelor’s degree in Marketing and Master’s of Business Administration (MBA) from Oral Roberts University. While attending ORU she competed in Division I Cross Country and Track and Field. In…

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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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