Casey Bird
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.…
Read MoreScott 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…
Read MoreEdward Wilhelm
As our Portfolio Analyst, Ed’s main responsibilities include research, fundamental analysis, and trading utilizing his previous experience interning at Spring Street Financial and Northwestern Mutual. Ed graduated from Siena College in 2022 where he received a Bachelor of Science degree in Finance and a minor in Data Science. He has completed his SIE and Bloomberg…
Read MoreRyan Bouchey, CFP®, CPA
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…
Read MoreLauren A. Bouchey
Lauren Bouchey grew up watching her father, Steve, build Bouchey Financial Group from the ground up, and she is proud to carry that legacy forward. As Client Concierge and Director of Philanthropic Giving, Lauren ensures that every client feels welcomed, valued, and exceptionally well cared for. She serves as a trusted liaison between our clients…
Read MoreHarmony 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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