- Born and raised in Binghamton, NY, Caity is excited to have the opportunity to give back to her community through financial planning and advising. Whether you are just starting out, preparing for retirement, or estate planning, she is dedicated to helping you protect, grow, and manage your wealth through all phases of life.Caity’s main objective is to individually help each of her clients meet…
- Leo specializes in financial planning for millennials. His passion is helping his clients understand and take control of their finances so they can find the balance between enjoying the present and planning and preparing for their future.Leo has worked with the O'Connor Investments since 2006. In that time, he obtained his Bachelor's and Master's degrees in Personal Financial Planning from Texas…
- Christina Cavanaugh has worked in the financial services industry for over 10 years. She first joined the Visions Investment Services team as an Administrative Assistant in 2013. Since that time, through her strong work ethic and determination, she has risen to become Operations Manager for the entire wealth management program.Christina has always maintained a strong commitment to her…
- Jeff Thatcher became the Managing Director of Visions Investment Services with the purpose of building a leading full-service relationship based financial planning division for all members to help provide them with financial strategies for important life and financial milestones. Prior to joining Visions Investment Services, Jeff spent the last 13 years managing the Financial Services department…
- Why did you decide to serve?"Serving as a volunteer with Visions is a great opportunity for me to utilize my personal and professional experience to contribute to an organization that has consistently provided outstanding service and support to its members and community. "What do you enjoy most about being a Board member?"I enjoy working with a fantastic…
- Leo has been a provider of financial services for over 40 years. Leo has completed the requirements to become a CERTIFIED FINANCIAL PLANNERTM practitioner. He is a general securities representative, an investment advisor representative with LPL Financial, and is also a licensed life, health, and variable annuity agent in New York.Leo entered the financial services field as a specialist in tax-…
- Marcy Depew has been working in the financial services industry for over 25 years. During this time, Marcy has concentrated her efforts in the areas of wealth management, retail branch management, business banking, and client relationship management. Marcy is a dedicated resource, working with her clients to ensure that all aspects of their financial services needs are met. Marcy understands…
- Candace Chapman joined Visions Investment Services | The O'Connor Group in 2022 as a Relationship Manager and obtained her Series 7 and Series 66 securities licenses held through LPL Financial. Before joining The O'Connor Group, Candace became involved in helping to create and promote Visions Investment Services' "Women and Wealth" program. She is passionate about financial education and…
