- Christine joined the Visions Investment Services and LPL Financial teams in November of 2017 as our Contact Center Financial Consultant.Christine has been in the financial services industry for over 20 years and has been a licensed Financial Consultant for 17 years. Christine takes pride in being able to use her vast knowledge of financial services to assist members and clients with their…
- Kevin assists all types of clients with their financial planning and investment needs. Kevin has extensive experience providing financial advice to retirement-focused clients and businesses. Kevin’s responsibilities include meeting with clients, researching client issues, and preparing and presenting financial planning cases and updates to clients. His areas of concentration include investment…
- Christa has been in the financial services industry for over 20 years, although her roots in financial services go much deeper. She experienced firsthand, at an early age, by observing her father, who was an insurance agent, what it means to provide personal service and commitment to not only clients but the community in which she lives. Christa takes a personal and practical approach to service…
- Guy joined Visions in 2020 as a Financial Consultant. Guy and his team develop close relationships with their clients by using a Goals Based Approach to Wealth Management with an emphasis on understanding and prioritizing their financial goals. He applies more than 15 years of experience and insight to help clients address a broad range of wealth management needs. He understands the value of…
- 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-…
