Catherine Buck

Katie headshot

As an Associate Wealth Advisor to the team, Catherine (Katie) is responsible for financial planning, tax preparation, and building client relationships. Katie recently passed her CFP® Exam in March 2024. Katie received her Bachelor’s of Science (B.S.) from St. Lawrence University in 2020, with a double major in Statistics and Business in the Liberal Arts.…

Read More

Scott 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 More

Edward Wilhelm

Bouchey Financial Group

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 More

Ryan Bouchey, CFP®, CPA

Bouchey Financial Group

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 More

Lauren A. Bouchey

Bouchey Financial Group

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 More

Harmony D. Wagner, CFP®, CPWA®

Bouchey Financial Group

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…

Read More

Vincenzo G. Testa, CPA, CFP®

Bouchey Financial Group

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.…

Read More