Visions Investment Services Team
Visions Investment Services features a team of professionals dedicated to you and your needs. Our Financial Consultants are available any time to help you pursue your dreams. Take a moment to meet our team, and – when you're ready – reach out and connect with the VIS team.
New Jersey and Reading, PA Team
Ernest Escobar is dedicated to building trust and establishing long term relationships with anyone he has the opportunity to work with. Ernest strives to reduce stress and uncertainty that come with planning short term or long-term financial goals.
With a focus on what really matters to clients, Ernest works to create tailored solutions to help align goals with appropriate strategies. Allowing clients to make informed decisions is his ultimate goal. With over 10 years of banking experience, Ernest has helped hundreds of people pursue their financial goals.
As a Financial Consultant with Visions Investment Services Ernest is experienced in Investment Management, Retirement Planning, Tax-efficient College Savings Programs, and Estate Planning.
New York and Pennsylvania Team
Robert W. Bradley, CFP®
Rob Bradley has over 25 years’ experience working with our local community in the financial services field, including being with Visions Investment Services since its inception in 2004. Since that time, Rob has dedicated his experience and knowledge of providing personalized financial advice to the members of Visions FCU.
Rob prides himself on his educational approach to personalized advice for the members of Visions. He has been a valuable resource for members as well as having assisted many of their financial issues throughout the years. Rob’s mission is to develop personalized financial planning options and strategies for his clients so that they may make informed decisions for their future.
Rob has demonstrated a high commitment to his clients and profession by becoming a CERTIFIED FINANCIAL PLANNER™, which required completing a rigorous 2-year course and passing the national exam. CFP® professionals must meet the Financial Planners Standards Council standards in education, experience, examination and ethics. CFP® professionals must also have 30 hours of continuing education every year and agree to abide by the CFP® Code of Ethics to renew their right to use the credential annually. He is also certified by the New York State Insurance Department as a Long Term Care and Life Insurance professional.
Rob is proud to serve our community both in his profession and in support of our local charities and youth programs. He currently is active with the local Boy Scouts, coaching in the Maine Endwell baseball program and other various youth league teams as well as supporting local charities such as the Boys and Girls Club.
Rob is a lifelong resident of the community and currently resides in Endwell with his wife Amy, and his two children, Jay and Jillian.
Rob serves the Endicott, NY region.
Contact Center Financial Consultant
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 planning needs, regardless of their individual life stage.
Christine is only available through the Contact Center to speak to and help assess members’ financial needs – you can reach her at 800.242.2120, ext. 40123.
Kevin Klingbeil, AIF®
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 management, income tax planning, estate planning, stock option exercise planning, insurance analysis, retirement planning, and education planning.
Kevin 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 course study, successful completion of a final examination, a signed Code of Ethics & Conduct Standards agreement, and a commitment to annual continuing education.
Kevin holds a Bachelor’s Degree from The State University of New York at Fredonia and is involved in supporting charities such as the Boys and Girls Club, the American Cancer Society, and The Humane Society.
Kevin is an avid sports fan and history buff and currently resides in Endwell, NY.
Kevin serves the Syracuse and eastern Binghamton regions, as well as the Montrose, PA area.
Christa R. Perry
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 and advice. She believes that to help individuals be successful, you must enjoy what you do. Christa enjoys working with individuals to establish goals and to develop a personalized plan that will help them work toward their goals.
Christa was born in Broome County and is a graduate of Vestal High School. She holds an Associate Degree in Business Administration and Associate Degree in Independent Studies, both from SUNY Broome, as well as, a Bachelor of Science in Business from Excelsior College (Albany, NY). She also maintains various securities registrations, held through LPL Financial, and insurance licenses.
Christa currently resides in Endicott with her husband Dan and youngest daughter Ashlynn. Her oldest daughter, Erin also resides in Endicott.
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 financial education in mitigating the anxiety many clients feel about investing and is committed to communicating clearly and regularly about financial strategies, goals, and objectives. He is committed to being a valuable resource to clients and their families.
In addition to his wealth management group, Guy coaches little league for the past 7 years and has mentored 8 financial advisors over the past 10years.
Guy has a bachelor’s degree in Finance from the State university at Oswego. He and his wife Stacy reside in Syracuse, with their three children. He is involved with various boards in the local community and enjoys golf, sports and traveling with his family.
Caity Kuhnen, CFP®
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 their specific goals in a way that is unique to their circumstances. She will make sure to always be approachable and available to address all the questions and concerns that might come up over time.
Caity Kuhnen has a high commitment to her clients and profession. After just under 5 years in the business, in addition to various securities registrations held through LPL Financial, she has proudly become a CERTIFIED FINANCIAL PLANNER™, which requires a rigorous 2-year course and passing a national exam. CFP® professionals need to complete 30 hours of continuing education ever year and agree to honor the CFP® Code of ethics to renew their right to use the credential annually.
Outside of the office, Caity enjoys working out, traveling, and trying new foods. Most important to her is spending time with her friends, family, and new puppy, “Chevy”.
Leo O'Connor Jr., CFP®
LPL Financial Planner
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 Tech University. He has worked at Visions Investment Services since their purchase of the O'Connor Investments in November of 2016 and has been in his LPL Financial Planner role since 2017
Leo holds the CERTIFIED FINANCIAL PLANNER™ designation. CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
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 professional development and education. She holds an associate degree in business and is currently pursuing her bachelor's degree, also in business. She currently holds her Series 6 and Series 63 securities licenses and is studying for the rigorous Series 7 licensing exam. She is registered with LPL Financial.
Christina brings a can-do attitude and an outstanding skill set to all of her duties. Her passion for helping people and solving problems has been essential to the tremendous growth that Visions Investment Services has experienced.
In her free time, in addition to studying, she most enjoys time with her family and friends. Christina is a lifelong resident of the Southern Tier and resides in the Town of Binghamton.
Jeffrey G. Thatcher, CFP®
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 for Hudson Valley Federal Credit Union. During his tenure at Hudson Valley Federal Credit Union Jeff built and managed one of the top Financial Services programs nationwide, and in 2014 was named one of the top 50 program managers nationally by Bank Investment Consultant magazine*.
Jeff has the distinction of being a registered Financial Representative for more than 25 years. His extensive background in finance and a high quality of member service provides him with a comprehensive foundation that may benefit the members of Visions FCU.
Jeff has earned the designation of CERTIFIED FINANCIAL PLANNER™, which required completing a rigorous 2-year course and passing the national exam. CFP® professionals must meet the Financial Planners Standards Council standards in education, experience, examination and ethics. CFP® professionals must also have 30 hours of continuing education every year and agree to abide by the CFP® Code of Ethics to renew their right to use the credential annually.
Jeff is married with two children and two Labrador dogs named Buddy and Lucky. He is an active member in the community and currently volunteers and is a board member for two organizations.
*Ranked by Bank Investment Consultant magazine on several criteria, including percentage growth in team assets, percentage growth in team production, production per advisor, number of advisors and number of licensed branch employees.
Visions Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”), DBA Visions Investment Services, pursuant to an agreement that allows LPL to pay the Visions Federal Credit Union for these referrals. This creates an incentive for the Visions Federal Credit Union to make these referrals, resulting in a conflict of interest. Visions Federal Credit Union is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information
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.
Check the background of investment professionals associated with this site on FINRA's Broker Check.