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Financial Planning - Meet Our Team
Rob has been a financial advisor for 18 years and the founding force for Visions Investment Services for the last five years. Rob counsels Visions' members offering advice in a number of areas, including: portfolio review, retirement planning, college planning, and investments.
Rob graduated with a B.S. degree from Hobart College and has a Masters Degree in Business Management from Binghamton University. Rob is active in the Southern Tier community as a member of the Boys and Girls Club, a coach for Maine Endwell Little League, and other activities.
Rob is a lifelong resident of the community currently residing in Endwell with his wife Amy and two children, Jay and Jillian.
RICHARD J BARBER, AIF®, AAMS®, CMFC®
Mr. Barber is a seasoned financial professional providing wealth management services for over 15 years. His areas of specialty include Fee Based* Financial Planning, Retirement Income Planning and Asset Management.
Mr. Barber is consistently recognized as a top financial advisor within LPL Financial and has been named to the firm's Freedom Club (2012) and Director's Club (2013, 2014, 2015 & 2016). These distinctions are based on annual production rankings of approximately 13,100 registered advisors nationwide who are supported by LPL Financial, the nation's largest independent broker-dealer.**
RJ has been awarded the ACCREDITED INVESTMENT FIDUCIARY® designation from the Center for Fiduciary Studies™. The AIF® designation signifies a specialized knowledge of fiduciary responsibility and marks the culmination of an experience prerequisite, a rigorous training program and course study, successful completion of a closed-book proctored final examination, a signed agreement to abide by the Code of Ethics & Conduct Standards, and a commitment to an annual continuing education requirement.
He's also been awarded the ACCREDITED ASSET MANAGEMENT SPECIALIST℠ and CHARTERED MUTUAL FUND COUNSELOR℠ designations from the College for Financial Planning. AAMS® and CMFC® designees must successfully complete an extensive education program and pass a rigorous examination, sign a code of professional ethics, and complete a disclosure form attesting to their professional conduct. All designees must sign a commitment to ongoing continuing education credit to ensure that they stay current in the field.
RJ holds a Bachelor's Degree Cum Laude from Suffolk University (Boston, MA) and is a 2006 graduate of the Broome Leadership Institute, a leadership program of the Greater Binghamton Chamber of Commerce. He maintains various securities registrations and insurance licenses in several states, is certified to offer the New York State Partnership for Long-Term Care Insurance and is a Notary Public in the State of New York.
Mr. Barber is an active member of the Greater Binghamton Chamber of Commerce where he has served on various committees. Recent community service includes the Board of Directors for the Broome Leadership Institute Alumni Association and past President of Broome Community College Alumni Association, Inc. He has also served in various capacities for organizations such as Rotary, the American Cancer Society, and the Dollars for Scholars. R J coaches baseball, soccer and is a regular sponsor for youth athletics.
RJ is a lifelong resident of Broome County and resides in the Town of Vestal with his wife Michele and their three children, Grant, Lily and Anderson
*Mr. Barber is an Investment Advisor Representative of LPL Financial (A Registered Investment Advisor).
** Based on total revenues, Financial Planning magazine, June 1996-2015.
ACCREDITED ASSET MANAGEMENT SPECIALIST℠ and AAMS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
CHARTERED MUTUAL FUND COUNSELOR℠ and CMFC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
Not NCUA insured. Not Credit Union guaranteed. May lose value.
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
Teresa L., "Teri", Flynn
Teri has provided individuals and businesses of Broome and Chenango counties with investment management services for over 20 years. Teri builds long term relationships by working with clients to develop accumulation and retirement income strategies through a comprehensive financial planning approach. By providing education regarding their personal financial situation and available investment options, Teri helps her clients make sound decisions in order to reach their financial goals.
Teri holds a Bachelor of Science in Business Administration from Binghamton University School of Management. She also holds numerous securities licenses through LPL Financial LLC and can assist with individual stocks, bonds, mutual funds, annuities, managed accounts and life insurance. In addition, she is certified to offer NY State Partnership for Long Term Care Insurance.
Teri was born and raised in the greater Binghamton area and currently resides in the town of Vestal with her husband, Francis, and their two children, Eric and Leah.
Kevin Porter, AIF®
Kevin is a seasoned financial professional providing personalized financial advice to individuals, families and businesses for over 21 years.
Kevin specializes in developing and implementing accumulation, distribution, and protection strategies. Through a comprehensive financial planning approach, he creates long-term relationships with his clients by providing education regarding their financial situation and available investment options. Kevin helps his clients make sound decisions to help them pursue their financial goals.
Kevin has been awarded the ACCREDITED INVESTMENT FIDUCIARY® designation from the Center for Fiduciary Studie™. The AIF® designation signifies a specialized knowledge of fiduciary responsibility and marks the culmination of an experience prerequisite, a rigorous course study and successful completion of a final examination, a signed Code of Ethics & Conduct Standards agreement, and a commitment to annual continuing education.
Kevin was born and raised in Ithaca, NY and completed his education there. Additionally, Kevin maintains various securities registrations, held through LPL Financial, and insurance licenses in several states. He is also certified to offer the New York State Partnership for Long-Term Care Insurance.
He is a member of the Greater Binghamton and Tioga County Chamber of Commerce. Kevin also served as treasurer of the National Association of Life Underwriters in Ithaca, NY.
Kevin is an avid sports fan and traveler. He enjoys golf in the spring and summer and attending Notre Dame football games in the fall. Kevin moved to the Southern Tier in 2002 and resides in Endicott.
Kevin has been providing financial counseling to individuals in the Southern Tier Region for the past 15 years. His main areas of focus include wealth management, pre- and post- retirement planning, insurance, and portfolio analysis.
Kevin holds a BS degree from Fredonia University and resides in Endwell.
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/ SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Visions Federal Credit Union: not a registered broker/dealer nor affiliated with LPL Financial.
- Not NCUA Insured
- Not Credit Union Guaranteed
- May Lose Value
- Not A Credit Union Obligation
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, MA, NC, NJ, NY, OR, PA, VA, VT.
There is no guarantee that these investment strategies will work under all market conditions. Each investor should evaluate their ability to invest on a long-term basis, especially during periods of downturns in the market.