Meet Our Team

Bouchey Financial Group

Who We Are

Our team members at Bouchey Financial Group 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.

Watch our Firm Video to learn more about us!

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  • All
  • Wealth Advisors
  • Client Service
  • Investments
  • Executive Team
Bouchey Financial Group
Steven B. Bouchey, CFP®
CEO & Founder
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Bouchey Financial Group
Angela Scesny
Director of Client Services
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Bouchey Financial Group
Shelley Betor
Client Service Manager
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Bouchey Financial Group
Lauren A. Bouchey
Philanthropic Concierge
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Bouchey Financial Group
Ryan Bouchey, CFP®, CPA
Wealth Advisor & Chief Investment Officer
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Catherine Buck
Associate Wealth Advisor
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Bouchey Financial Group
David W. Clarke
Director of Operations & Chief Compliance Officer
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Bouchey Financial Group
Jamie N. Durkee
Client Service Manager
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Bouchey Financial Group
Angie Gavin
Client Concierge
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Bouchey Financial Group
Andrea Gearing
Client Service Manager
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Bouchey Financial Group
Nicole A. Gobel, CPA, CDFA® 
Wealth Advisor & Director of Financial Planning
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Bouchey Financial Group
Paolo LaPietra, CFP®
Wealth Advisor & Portfolio Strategist
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Bouchey Financial Group
Samantha B. Masey, CFP®
Wealth Advisor & Marketing Coordinator
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Bouchey Financial Group
John Millet, CPA
Wealth Advisor & Chief Operating Officer
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Bouchey Financial Group
Martin X. Shields, CFP®, AIF®
Chief Wealth Advisor
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Scott Strohecker, EA
Wealth Advisor & Tax Planner
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Bouchey Financial Group
Vincenzo G. Testa, CPA, CFP®
Wealth Advisor & Tax Planner
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Bouchey Financial Group
Harmony D. Wagner, CFP®, CPWA®
Wealth Advisor & Information Officer
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Bouchey Financial Group
Edward Wilhelm
Portfolio Analyst
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