Casey Bird
Lauren 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 MoreRyan Bouchey, CPA, CFP®
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 Chief Strategic Officer and is a key member of the firm’s leadership team. Through his dedication…
Read MoreSteven B. Bouchey, CFP®
As President and Visionary of Bouchey Financial Group, I’ve had the privilege of guiding the firm’s strategic direction and values since its founding in 1990. Early on, I made the decision to act as a fiduciary—eliminating commissions and embracing a fee-only model in 1993, well before it became the industry standard. That choice reflected a…
Read MoreCatherine 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 MoreDavid W. Clarke
David Clarke joined the firm in the fall of 2020 and holds two roles as our Director of Operations and Chief Compliance Officer. He focuses on maintaining the firm’s Fiduciary Compliance Program, identifying new technology enhancements and staying abreast of Operational Developments within the Registered Investment Advisory industry. Prior to joining the firm he worked…
Read MoreJamie N. Durkee
Jamie is the Co-Director of the Client Service Team; she is extremely detail oriented and truly enjoys working with clients and team members. Jamie graduated with a Bachelor’s degree from Castleton University where she was a member of the Women’s Volleyball team. Soon after, Jamie then received a Master’s in Sports Management from Northern Illinois…
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