Vincenzo G. Testa, CPA, CFP®, ECA
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 MoreAngela Scesny
As Director of Client Services, Angela manages the administrative staff and back office operations with incredible attention to detail and intense client focus. She has more than 25 years of customer service experience in which she developed her exceptional, client first attitude and has been with Bouchey Financial Group since 1998.
Read MoreSamantha B. Masey, CFP®
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…
Read MorePaolo LaPietra, CFP®
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…
Read MoreNicole A. Gobel, CPA, CDFA®
Nicole recently joined Bouchey Financial Group as a Wealth Advisor and relocated her family to the capital region. She brings 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. At our firm Nicole will work…
Read MoreAndrea Gearing
Andrea is a member of the Client Services team; she has a keen eye for detail and is a proven team participant. Andrea joined the team in 2019 and has over 18 years of office management experience. Andrea is a 3rd generation native of Saratoga Springs. She enjoys outdoor activities and is a certified instructor of the Professional Ski Instructors of America.
Read MoreAngie Gavin
As the firm’s Client Concierge, Angie works with clients to handle all of their service requests and coordinate the operations of the office. Angie has been a team member since January 2004 and has more than 25 years of corporate management experience.
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