Casey Bird
Catherine Buck
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…
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
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…
Read MoreLauren A. Bouchey
As Client Concierge at Bouchey Financial Group, Lauren acts as a liaison between clients and theadvisory team. Additionally, Lauren helps coordinating charitable giving and special events for the firm. She is also a part of the marketing team, helping to implement social media and marketing initiatives. Lauren graduated from Stonehill College in 2011 with a Bachelor of Arts in English Literature. Aftergraduation she moved to Boston, MA and…
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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