John Millet, CPA
John Millet has been by Steve’s side since 2009, bringing over three decades of leadership and financial expertise to Bouchey Financial Group. A trusted member of the firm’s leadership team, John plays an integral role in shaping the firm’s growth and operational excellence. Before joining Bouchey Financial Group, John served as President of our sister…
Read MoreAngela Scesny
As Co-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 MoreEmily Schultz
Emily is a Capital Region native who brings valuable experience from her time as a Grant Analyst at Hudson Valley Community College. She earned her B.A. in Preparedness, Homeland Security, and Cybersecurity with a minor in Communications from the University at Albany, and has a Paralegal Certificate. Emily currently resides in the area with her…
Read MoreMartin X. Shields, CFP®, AIF®
Marty Shields joined Bouchey Financial Group in 2012 and is a valued member of the firm’s leadership team as well as a shareholder in the firm. As Chief Wealth Advisor, Marty mentors our team of wealth managers, sharing his deep expertise and helping them deliver exceptional guidance to clients while acting as their Personal Chief…
Read MoreScott 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 MoreVincenzo 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 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…
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