Financial Planning Team

Nancy A. Socha, CFP®
Founder and CEO
This email address is being protected from spambots. You need JavaScript enabled to view it.

Nancy A. Socha founded the firm in 1983. She is a Certified Financial Planner™, Certified Divorce Planner, Retirement Income Certified Professional and Enrolled Agent. She also holds a life, accident and health insurance license in New York. In addition to helping her clients with their financial planning, tax preparation, and investment management needs, she also serves as the firm’s Chief Compliance Officer. Nancy earned a Bachelor of Science degree (1977) from the University of Massachusetts, Amherst, and a Master of Science degree (1990) in Financial Planning from the College of Financial Planning.

When she is not working, Nancy enjoys spending time with her family, playing with her grandchildren and puppies and working on complex cross stitch projects.

 

Michelle Socha Vang, CFP®
Senior Financial Planner
This email address is being protected from spambots. You need JavaScript enabled to view it.

Michelle joined the firm in 2008 after working in New York City as a retail analyst. In addition to her duties as a Certified Financial Planner™, she leads the tax team, is an Enrolled Agent, holds a New York State insurance license in life, accident and health and is also part of the investment management team. Michelle earned a Bachelor of Science degree from Syracuse University (2007).

Michelle lives in Corning with her husband Chris and their son Jaxon along with puppies Tucker and Piper. In her spare time, she enjoys traveling, running and spending time with friends and family.

 

Jolie Riekofski,CFP®
Senior Financial Planner
This email address is being protected from spambots. You need JavaScript enabled to view it.

Jolie joined the financial planning team in 2011 and is a Certified Financial Planner™, Enrolled Agent and holds a life, accident and health insurance license in New York. Jolie works closely with Nancy, Michelle and Nina in the financial planning department and is a member of the investment management, insurance and tax teams. She earned her Bachelor’s degree from Houghton College (2001).

When not at the office, Jolie loves spending time with friends and family, attending concerts with her boyfriend Matt, and playing with her basset hound named Rufus.

 

Nina Graham Socha
Senior Financial Adviser
This email address is being protected from spambots. You need JavaScript enabled to view it.

Nina began her career in finance as an Equity Arbitrage broker for a leading institutional brokerage firm in New York City. Along with keeping a pulse on the financial markets, she was highly effective in building and maintaining strong client relationships. After a successful 7 year career, she and her husband Michael Socha, joined Socha Financial Group in 2014. Nina works with Nancy, Michelle and Jolie on the financial planning team and is also part of the investment management, insurance and tax teams. She earned a Bachelor of Arts degree in Economics from the University of Vermont (2004) and holds a Series 65 registration as a Registered Investment Adviser Representative.

Nina has a love for the outdoors, traveling and reading. Nina and Michael live in Corning with their son Miles and their two dogs, Rocco and Portia.

 

Janelle St. Clair
Paraplanner
This email address is being protected from spambots. You need JavaScript enabled to view it.

Janelle joined Socha Financial Group in 2015 where she serves as a direct support to the financial planning team and is a member of the tax team. She holds a degree in Family and Consumer Science along with a business minor from Mount Vernon University (2001).

Janelle lives in Corning with her husband Brent and their three boys. She is an active member of the community and is committed to serving her church, family and those around her.

 
Investment Team

Louis S. Socha, Jr.
Managing Partner
This email address is being protected from spambots. You need JavaScript enabled to view it.

Lou joined the firm in 1999. He was employed by Corning Incorporated as a Mechanical Engineer in Research and Development for 22 years. He holds a dozen patents and has authored numerous technical publications. His principle responsibilities in the firm are in investment research and portfolio management. Lou holds a Series 65 registration as a Registered Investment Adviser Representative and earned his Bachelor of Science degree (1974) and a Master’s degree in Mechanical Engineering (1977) from the University of Massachusetts, Amherst.

Lou enjoys traveling with his wife Nancy and spending time with his family and grandchildren. He also always enjoys studying the markets.

 

Michael E. Socha, CFA®
Chief Investment Officer and Chief Operating Officer
This email address is being protected from spambots. You need JavaScript enabled to view it.

Michael began his career in finance as a quantitative analyst for a leading institutional broker where he was responsible for pricing a wide range of over the counter derivatives and the management of quantitative strategy and business development for North and South America. Michael joined Socha Financial Group in 2014. His principal responsibilities in the firm as a Chartered Financial Analyst® are investment research and portfolio management. Michael received his Bachelor of Science degree in Quantitative Finance and Economics from James Madison University (2006) and his Master’s Degree in Finance with a specialization in Investment Management from the University of Illinois (2007).

Michael has a passion for traveling, alpine and water skiing and continually learning about the financial markets. He lives in Corning with his wife Nina and son Miles.

 

Jennifer Anderson
Investment Management Operations Specialist
This email address is being protected from spambots. You need JavaScript enabled to view it.

Jen began her career in the financial services industry in 2005 and joined the firm in 2011. Her primary role is assisting in optimum portfolio allocation and maintenance and heads the development projects of the investment team. Jen earned a Bachelor of Science degree from Alfred University in Business Administration (2003).

Jen lives in Corning and leads a busy and active life with her husband, Sean and their three children. Jen has a passion for fitness, running, and loves being outdoors with her family and friends.

 

Shana L. Colegrove
Operations Specialist and Investment Team Support
This email address is being protected from spambots. You need JavaScript enabled to view it.

Shana is a Corning Community College graduate with an Associate in Applied Science Degree in Business Administration. She joined the firm in the fall of 2008 and currently works as part of the investment team and community outreach group.

Shana lives in the City of Corning. She has two daughters, Jessie and Jordyn, who keep her very active in community involvement.

 
Client Services Team

Meggan Driscoll
Manager of Client Services, Tax and Accounting Specialist
This email address is being protected from spambots. You need JavaScript enabled to view it.

Meggan joined Socha Financial Group in 2000. She supports our clients with tax preparation, tax reporting and audit responses from the IRS and state agencies. She also works closely with our clients and Charles Schwab Institutional to resolve complex investment service issues and to ensure a positive client experience. Meggan is a graduate of Mansfield University (2002) with a Bachelor’s degree in Business Administration.

Meggan keeps busy enjoying time with her daughters Kylie and Kennedy.

 

Linda R. Knickerbocker
Senior Operations and Client Services Specialist
This email address is being protected from spambots. You need JavaScript enabled to view it.

Linda joined Socha Financial Group in 2004 and works closely with Charles Schwab Institutional in servicing our investment clients through account paperwork and account transfers. She is a graduate of Corning Community College (1997) and is also a Notary Public in New York State.

Linda resides in Tioga, PA with her husband Robert and two daughters, Kristen and Allison.

 

Hope A. Howell
Client Services and Community Outreach
This email address is being protected from spambots. You need JavaScript enabled to view it.

Hope joined the firm in 2011 and focuses on creating a positive experience for our clients and also coordinates the firm’s community involvement. She supports the financial planning team and is a New York State Notary Public.

Hope lives in Corning with her husband, Jody and their three children. In her spare time she enjoys running, traveling, volunteering, shopping and spending time with family and friends.

 

Kelsey Saunders
Operations and Client Services Specialist
This email address is being protected from spambots. You need JavaScript enabled to view it.

Kelsey joined Socha Financial Group in 2014 and works closely with our clients to build personal relationships. You will find her at the front desk greeting our clients upon arrival or on the other end of the phone to happily schedule a meeting or answer any questions. Kelsey is a graduate of Buffalo State College (2012) with a Bachelor of Science degree in Art Education.

Kelsey lives in Corning with her boyfriend Ben and their dog Dexter. She enjoys running, hiking, and many art related activities, especially ceramics.

 
 

Lily and Peanut
Official Office Greeters

Lily is a Yorkshire Terrier who loves to play ball. When you come into the office, she will greet you most often with a ball in her mouth. Peanut is a Maltese Poodle who loves to sleep. She will meet you at the door with the intention of getting her belly rubbed if she bothers to disturb herself enough to wake up.

 
 

Advisory Services offered through Socha Financial Group, a Registered Investment Adviser.
Registration with the SEC does not imply any certain level of training or skill.

Socha Financial Group
181 E Second St
Corning, NY 14830
607-962-0605 phone |877-962-0605 toll free | 607-962-0933 fax