David W. Clarke

Bouchey Financial Group

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…

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Harmony 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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Paolo LaPietra, CFP®

Bouchey Financial Group

As a Wealth Advisor, Paolo focuses on wealth management and provides financial solutions designed to meet each client’s investment, education and retirement planning needs. Drawing on his financial planning experience, Paolo develops personalized solutions to address the complex needs of each client. Paolo also helps with investment analysis, portfolio strategies, trading operations and helps clients…

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Samantha B. Masey, CFP®

Bouchey Financial Group

As a CERTIFIED FINANCIAL PLANNER™ professional and Wealth Advisor at Bouchey Financial Group, I play an integral part in personalized financial planning and investment management for our clients. I am passionate about supporting clients on the financial journey to achieve financial security and success through personalized strategies that align with their unique goals. Leveraging my…

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Vincenzo G. Testa, CPA, CFP®, ECA

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.…

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In Memory of Nicole Gobel

Bouchey Financial Group

Nicole A. Gobel, CPA, CDFA® Nicole joined Bouchey Financial Group as a Wealth Advisor and relocated her family to the capital region in 2021. She brought with her over 20 years of experience in financial services, including 12 years as a client advisor with a registered investment advisory firm in the New York/New Jersey region.…

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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…

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