In honor of Women’s History Month, we are thrilled to celebrate the outstanding women who contribute to Visions Wealth Management. These exceptional wealth management advisors not only provide experienced guidance but also make meaningful connections with clients and help them pursue their financial goals. Their diverse backgrounds, commitment to learning, and community involvement highlight their dedication to empowering others. Let’s take a closer look at the incredible work they do.
Marcy Depew
Marcy’s passion for finance began early, influenced by her mother, a retail banker who instilled in her the importance of saving. Marcy’s mother’s mantra, “Marcene, remember to pay yourself first,” became a cornerstone of her financial philosophy. Today, Marcy works closely with individuals, helping them develop investment strategies to pursue their long-term financial goals. With years of experience in wealth management and retail and business banking, Marcy has helped countless clients build their financial futures. Marcy holds a New York State Life, Health, and Accident Insurance license, along with Series 6, Series 7, and Series 63 Securities licenses held through LPL Financial. Additionally, she has earned her Chartered Retirement Planning Counselor™ (CRPC™) designation, CRPC conferred by College for Financial Planning, enhancing her expertise in retirement planning.
Beyond her professional accomplishments, Marcy is deeply committed to her community. She serves on the Board of Directors for the Binghamton Boys & Girls Club and on the Foundation Board, having supported the club’s youth activities for many years. As a lifelong resident of Broome County, Marcy enjoys spending time with her husband, David, and their three grown children.
Caity Kuhnen
Caity has been part of the financial services industry for over seven years. Starting her career right out of college, she joined Visions Wealth Management in 2020. Caity’s passion lies in building relationships with her clients and helping them navigate their financial journeys. She finds joy in watching individuals who may have initially been unfamiliar with financial planning or investing gain confidence and understanding over time. Her ability to empower clients is one of her greatest strengths. Outside of her professional life, Caity embraces a balanced lifestyle. She enjoys working out at Taylor Lee Fitness, exploring local hiking trails with her dog, and engaging in creative activities like painting and learning watercolor techniques with her mother. Caity also enjoys playing tennis, practicing yoga, and taking every opportunity to volunteer with local organizations. Her zest for life and community shines through in both her personal and professional endeavors.
Candace Chapman
Candace’s diverse background includes journalism, marketing, and financial advising, which makes her approach to financial management unique. She earned her Chartered Retirement Planning Counselor™ (CRPC™) designation, CRPC conferred by College for Financial Planning, and holds Series 7 and Series 66 securities licenses held through LPL Financial.. Candace is passionate about financial education, especially for women. She co-created Visions Wealth Management’s Women & Wealth program, which empowers women to take control of their financial futures. Before transitioning to wealth management, Candace had an extensive career in broadcasting. She worked as a news anchor, reporter, and producer, where she reported on economic issues and personal finance, further fueling her desire to help others understand complex financial concepts.
In addition to her professional work, Candace is an active volunteer, serving on the board of the Boys & Girls Club of Binghamton and its Bids for Kids fundraising committee. She also helps with Mercy House’s Gala of Taste and emcees the Girl Scouts of NYPENN Pathways Women of Distinction program. When she’s not working or volunteering, Candace loves spending time outdoors, traveling, and enjoying activities like hiking, running, and golfing.
Alyssa Clark
Alyssa’s journey in financial services began in 2017 as an intern at Visions Wealth Management, and she’s grown exponentially since. After graduating from SUNY Broome with honors, Alyssa joined the team full-time as an administrative assistant before transitioning into a junior advisor role in 2019. Alyssa has earned her Series 6, 7, 63, and 65 licenses, held through LPL Financial, as well as her Life and Health Insurance license. Alyssa works closely with her colleagues, Guy Adames and Caity Kuhnen, to create personalized financial strategies for each client. She finds fulfillment in learning more about her clients’ unique financial situations and incorporating those insights into tailored plans. Outside of her work, Alyssa enjoys spending quality time with her parents and her two beloved dogs. She’s also passionate about home improvement and loves working on projects around her house.
Rachael Kettle
Rachael’s journey in financial services began in 2016 when she joined Visions Federal Credit Union as a Member Service Representative. She built strong relationships with members, advising them on a wide range of financial services. Her passion for helping people pursue financial success led her to join Visions Wealth Management in 2022 as a Wealth Management Advisor.
Rachael is licensed with Series 6, Series 7, Series 63, and Series 65 registrations, held through LPL Financial, along with a New York State Life, Accident, and Health Insurance license. Her goal is to help clients build their financial confidence and create customized strategies to pursue their goals. Outside of work, Rachael enjoys traveling and exploring new places, but she also finds peace at her family cottage on Lake Ontario, where she enjoys time with loved ones and her dog, Apollo.
Christa Perry
With over 25 years of experience, Christa brings a wealth of knowledge and empathy to her financial advising practice. Growing up with a father who was an insurance agent, Christa learned the value of personalized service from an early age. Her approach to financial planning focuses on understanding each client’s unique needs and developing a tailored strategy to help them pursue their goals.
Christa’s educational background includes an associate degree in Business Administration and Independent Studies from SUNY Broome, and a Bachelor’s degree in Business from Excelsior University. She maintains various securities registrations through LPL Financial and has several insurance licenses.
A lifelong resident of Broome County, Christa enjoys spending time with her husband and dog. Her commitment to her community is reflected in her personalized, caring approach to financial advising.
Melissa Titus
This year is Melissa’s 20th year in the financial services industry, which makes her an experienced professional in wealth management. With a background in both banking and financial advising, Melissa holds Series 7, Series 63, and Series 65 securities licenses through LPL Financial and a New York State Life, Accident, and Health Insurance license. Melissa joined Visions in 2020 and has built strong relationships with her clients, offering experienced advice on investments, insurance, and financial planning. She is known for her product knowledge, attention to detail, and unwavering integrity. A lifelong resident of Broome County, Melissa values her personal relationships with clients and is dedicated to helping them navigate their financial futures. Starting a 529 for someone’s first grandchild, making a down payment on a vacation home of their dreams, or saving for a big event, Melissa is here to help guide and answer questions for her clients. In her free time, she enjoys spending quality time with family and friends, traveling, concerts, puzzles, reading, and walking with her dog.
Christine Gumaer
Christine has been in the financial services industry since 2000 and licensed as a Financial Consultant since 2001. She joined the Visions Wealth Management team in 2017 as Wealth Management Advisor, a role well-suited for Christine as she came from a lifetime of customer, member, and financial service experience.
Christine takes pride in being able to use so many years of knowledge and experience to assist members and clients with their financial service needs, regardless of their stage in life. She enjoys working with clients and members over the phone, and it’s apparent in her voice during every interaction.
These extraordinary women exemplify the dedication, expertise, and passion that define Visions Wealth Management. Their commitment to helping clients build brighter financial futures, while also enriching their communities, makes them true leaders in the field. As we celebrate Women’s History Month, we honor their achievements and the powerful impact they make every day.