518.720.3333Troy, NY
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518.306.6268Saratoga Springs, NY
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Meet our Team

Our team members at Bouchey Financial Group, Ltd. come from various educational and experiential backgrounds that we have successfully leveraged to build a client centric organization with one focus, our clients’ financial success.

Our unsurpassed work ethic is derived from following the Certified Financial Planner Code of Ethics and the Certified Financial Planners Board of Standards Practice Standards.

Wealth Management Team

Steven portrait

Steve B. Bouchey, CFP®

President & CEO

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Martin Shields

Martin X. Shields, CFP®

Vice President

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Ryan Bouchey

Ryan S. Bouchey, CFP®, CPA

Vice President

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Frank Fazio Bio

Frank J. Fazio III, CFP®

Portfolio Strategist

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Client Services Team

Angela Scesny

Angela Scesny

Director of Client Services

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Heidi Update

Heidi Bilicki

Client Service Associate

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Angie Gavin

Angie Gavin

Client Concierge

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Bouchey

Harmony Wagner

Associate

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