As an Associate Wealth Advisor to the team, Catherine (Katie) works with clients through our financial planning process. She supports our marketing director and facilitates team engagement. Katie recently passed her CFP® Exam in March 2024. Katie received her Bachelors of Science (B.S.) from St. Lawrence University in 2020, with a double major in Statistics…

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 of the firm, Samantha will be on your financial planning and investment management team. Samantha is a CERTIFIED FINANCIAL PLANNER™ professional 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.…