In Memory of Nicole Gobel
Nicole A. Gobel, CPA, CDFA® Nicole joined Bouchey Financial Group as a Wealth Advisor and relocated her family to the capital region in 2021. She brought 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.…
Read MoreJohn Millet, CPA
John has been a trusted business partner to Steve Bouchey for more than 15 years, previously serving as President of Bouchey & Clarke Benefits, a firm specializing in employee benefits and insurance solutions, until its successful sale on December 31, 2021. Following the sale, John joined Bouchey Financial Group as Chief Operating Officer, Chief Financial…
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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