Catherine Buck
As an Associate Wealth Advisor to the team, Catherine is responsible for financial planning, tax preparation, and building client relationships. Catherine 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. During her time on campus, she was Recruitment Chair for…
Read MoreScott Strohecker, EA
Scott Strohecker joined Bouchey Financial Group as an Associate 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, graduated from Union College with a degree in economics, and…
Read MoreEdward Wilhelm
As the newest member of the Bouchey Financial Group, Edward joins the team as a Portfolio Analyst. Edward’s main responsibilities include research, fundamental analysis, and trading utilizing his previous experience interning at Spring Street Financial and Northwestern Mutual. Edward is a recent graduate of Siena College where he received a Bachelor of Science degree in…
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…
Read MoreVincenzo G. Testa, CPA, CFP®
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.…
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