Nicole A. Gobel, CPA, CDFA®
Nicole recently joined Bouchey Financial Group as a Wealth Advisor and relocated her family to the capital region. She brings with her over 20 years of experience in financial services, including 12 years as a client advisor with a registered investment advisory firm in the New York/New Jersey region. At our firm Nicole will work…
Read MoreJohn Millet, CPA
John has been by Steve’s side for the past 12 years acting as President of his sister company, Bouchey and Clarke Benefits until it sold on December 31, 2021. He then joined Bouchey Financial Group as Chief Operating Officer, Chief Financial Officer and Vice President. John has over 30 years’ experience in the financial sector…
Read MoreMartin X. Shields, CFP®, AIF®
In his role as Chief Wealth Advisor, Marty mentors the firm’s wealth managers and works with clients on their financial planning and investment management. He also leads the firm’s 401(k) / 403(b) service and serves on the Executive, Financial Planning, & Investment Committees of the firm. Marty has been with Bouchey Financial Group for more…
Read MoreSteven B. Bouchey, CFP®
As President and CEO, Steve is responsible for working with individuals, families and businesses on their financial planning and investment management as well as providing the strategic direction for the firm and leading the firm’s investment committee. Steve has helped manage clients’ wealth since 1986 and is a well-known speaker and often quoted media source…
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