These are the people who help our clients make confident, informed decisions based on their interests, utilizing our experience, knowledge, and partners to help them strive for success. Visions Wealth Management is a team of professionals dedicated to you and your needs. Our Wealth Management Advisors are available to help you pursue your dreams. Take a moment to meet our team, and – when you’re ready – reach out and connect.
Guy Adames New York Pennsylvania
Wealth Management Advisor
More Info About Guy Adames Guy Adames McKinley Branch
Wealth Management Advisor
Guy joined Visions Wealth Management 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 wealth management, Guy has coached little league for seven years and mentored eight financial advisors over the past decade. Guy has a bachelor’s degree in Finance from the State University of New York at Oswego. He resides in Syracuse with his wife and their three children. He is involved with various boards in the local community and enjoys golf, sports, and traveling with his family.
Devin Andreatta Operations Manager
More Info About Devin Andreatta Devin Andreatta McKinley Branch
Operations Manager
Devin started with Visions in 2020 as a loan officer before joining the Visions Wealth Management team in 2022 as the Visions Wealth Management Coordinator. As the coordinator, she is hard at work behind the scenes, helping with marketing efforts and working on operational essentials for the program.
Devin was born and raised in Binghamton, NY. She graduated from Fordham University with her bachelor’s degree in Mathematics/Economics. She has earned the Series 7 and Series 63 through LPL Financial and Life and Health Insurance license, which allows her to closely assist both the Investment Services and Insurance departments of Visions Wealth Management.
In her free time, Devin loves spending time with her dog, hanging out with friends and family, playing tennis, and doing hot yoga.
Debbie Bossack LPL Registered Client Services Associate
More Info About Debbie Bossack Debbie Bossack McKinley Branch
LPL Registered Client Services Associate
Debbie Bossack started her career in retail at the Oakdale Mall in Johnson City, NY, before entering the financial services industry, which she has since served for more than 25 years. Her earliest experiences in the industry were at Binghamton Savings Bank, then Columbia Mutual, before relocating to Ithaca, NY, where she worked in wealth management at Cornell Finger Lakes Credit Union for 16 years. In 2020, she joined the Visions Wealth Management team.
Born and raised in Binghamton, NY, she’s a graduate of Binghamton Central High School and attended Broome Community College. Working with LPL since 2004, Debbie has completed LPL Financial’s AdminU Degree Program* and holds her Series 6 and 63 licenses through LPL Financial. She enjoys cooking, gardening, and spending time with family and friends. She has two daughters and lives in the Ithaca area with her husband.
*AdminU is a training program designed to enable LPL Financial Advisor administrative staff to better support their office in the areas of client services, office management, leadership, operations, and marketing.
Robert W. Bradley, CFP® New York
Wealth Management Advisor
More Info About Robert W. Bradley, CFP® Robert W. Bradley, CFP® McKinley Branch
Wealth Management Advisor
Rob Bradley has over 30 years of experience working with his local community in the financial services field, including being with Visions Wealth Management (formerly 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’s mission is to develop personalized financial planning options and strategies for his clients so that they may make informed decisions for their future. He prides himself on his educational approach and has been a valuable resource, supporting his clients through many financial challenges throughout the years.
Rob has demonstrated a high commitment to his clients and profession by becoming a CERTIFIED FINANCIAL PLANNER™, which requires completing a rigorous two-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. In Broome County, NY, Rob is a lifelong member of the community and has been involved in many local activities over the years. This includes Boy Scouts, coaching youth in various sports, and supporting local charities such as the Boys and Girls Club, Rotary, and various charities.
Rob is most proud of his family: his wife, two children, and their rescue dog.
Jim Campone New York
Wealth Management Specialist
More Info About Jim Campone Jim Campone Chenango Commons Branch
Wealth Management Specialist
As an experienced financial professional with over 25 years of industry expertise, Jim is dedicated to offering personalized financial guidance to individuals, families, and organizations. Over the past five years, he has focused on building comprehensive wealth management services for credit unions across the country.
As a Wealth Management Specialist, Jim follows a fundamental planning process, emphasizing understanding individual goals, collaborative plan development, strategic implementation, and maintaining consistent communication. Jim is committed to sharing his knowledge and experience and takes great joy in helping others to pursue their financial goals.
Outside of work, he finds joy in outdoor activities such as fishing and golf, as well as cooking and traveling with his family.
Christina Cavanaugh Director of Operations
More Info About Christina Cavanaugh Christina Cavanaugh McKinley Branch
Director of Operations
Christina Cavanaugh has an extensive background in the financial services industry after accumulating 15 years of experience. She initially joined the investment services team as an Administrative Associate in 2013 and has steadily progressed within the division of Visions Wealth Management to her current position as Director of Operations.
Christina’s contributions to VWM have been invaluable, as she consistently brings a positive attitude, strong work ethic, and exceptional skill set to all her responsibilities. Her unwavering dedication to helping individuals and finding effective solutions has played a fundamental role in the program’s remarkable growth. She has a genuine passion for supporting and championing every member on her team. Her desire to cultivate relationships is aided by her natural ability to connect with and understand the needs of others.
In addition to maintaining a strong commitment to her team, she continuously works on her professional development and educational pursuits. She possesses a degree in business and her Series 6 and 63 licenses, held through LPL Financial.
As a lifelong resident of the Southern Tier of New York, Christina is deeply rooted in the community. In her leisure time, she cherishes moments spent with her loved ones, including her significant other and their adorable English bulldog.
Candace Chapman New York
Wealth Management Advisor
More Info About Candace Chapman Candace Chapman Riverside Dr Branch
Wealth Management Advisor
Candace Chapman joined the Visions Wealth Management team in 2022. She earned the Chartered Retirement Planning CounselorTM designation conferred by the College For Financial Planning and holds Series 7 and Series 66 securities license registrations through LPL Financial. She also has a New York State Life, Health, and Accident Insurance license. In her role, she works to understand each client’s financial objectives and develop unique strategies to pursue their goals.
Candace is enthusiastic about financial education and empowerment. She helped to create and promote Visions’ Women & Wealth program and is among the group of Visions Wealth Management advisors who contribute to the “Financial Tip” segment airing weekly on WBNG TV’s Around the Tiers program.
Candace is a University of Missouri – Columbia graduate with a bachelor’s degree in Broadcast Journalism. Prior to Visions, Candace spent five years as Director of Client Strategy at a leading marketing firm and has also held positions as a primary news anchor, reporter, producer, and newsroom manager. As part of that background, she reported on issues impacting the local and national economy and hosted weekly personal finance and investing segments.
Candace serves on the board of the Boys & Girls Club of Binghamton and its Bids for Kids fundraising committee. She has a supporting role in Mercy House of the Southern Tier’s Gala of Taste. For more than 20 years, she has emceed the Girl Scouts of NYPENN Pathways Women of Distinction program and produced a video highlighting the achievements of each woman honored.
Candace enjoys the outdoors year-round: hiking, running, golfing, and snowshoeing, among many other activities, and traveling with family and friends.
Alyssa Clark New York Pennsylvania
Wealth Management Advisor
More Info About Alyssa Clark Alyssa Clark McKinley Branch
Wealth Management Advisor
Alyssa started with Visions Wealth Management in 2017 as an intern, then became a full-time employee after graduating with honors, receiving her AAS in Financial Services from SUNY Broome. She continued on to join the Visions Wealth Management team in 2019 as an Administrative Assistant, eventually growing in the industry to become a junior advisor. She has earned her Life and Health Insurance license and Series 6, 7, 63, and 65 licenses, held through LPL Financial.
She works collaboratively with Guy Adames and Caity Kuhnen. As a team, they are committed to determining tailored strategies for each individual client. Alyssa enjoys learning about her clients to broaden the relationship and include different aspects of their lives in their overall goals and financial plans.
Outside of the office, she enjoys working on her house and spending time with her parents. Alyssa is an avid dog lover and loves walking and playing with her two dogs.
Georgette R. Curay Wealth Management Administrative Associate
More Info About Georgette R. Curay Georgette R. Curay Chenango Commons Branch
Wealth Management Administrative Associate
Georgette is an accomplished professional who has provided services and support to a variety of businesses and industries over the last 20 years. With honors, she earned her Bachelor’s Degree in Business Management from St. Leo University in St. Leo, FL, and she has broad business experience with specialties in insurance, bookkeeping, and tax services.
In her spare time, Georgette enjoys shopping, cooking, and spending time with her dogs and family. She recently moved to the Southern Tier after living in Florida most of her life and enjoys the New York landscape and change of seasons.
Marcy Depew New York
Wealth Management Advisor
More Info About Marcy Depew Marcy Depew Riverside Dr Branch
Wealth Management Advisor
Marcene Depew has been working in the financial services industry for over 25 years. During this time, Marcene has concentrated her efforts in the areas of wealth management, retail branch management, business banking, and client relationship management.
Marcene is a dedicated resource, working with her clients in an effort to ensure that all aspects of their financial services needs are addressed. She understands the importance of sharing information with her clients and looks forward to offering solutions related to investments, insurance, and Medicare.
Marcene 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. She has earned the Chartered Retirement Planning Counselor™ designation conferred by the College for Financial Planning and has completed courses at SUNY Broome that support her financial services role.
Marcene serves on the Board of Directors and Foundation Board for the Binghamton Boys & Girls Club and has supported the club’s youth activities for many years. A native of the Broome County, NY area, she and her husband have three grown children and are actively involved in the Binghamton community.
Ruby Ede Wealth Management Administrative Associate
More Info About Ruby Ede Ruby Ede McKinley Branch
Wealth Management Administrative Associate
Born and raised in Binghamton, NY, Ruby is currently studying Business Administration with a concentration in Marketing at the Binghamton University School of Management. She is extremely detail-oriented, organized, and passionate about creativity in her work. At Visions Wealth Management part-time as an administrative associate and attending school, Ruby uses her creativity in constructing social media posts, event planning, and is committed to enhancing our client experiences. She is planning on continuing her education and increasing her experiences to further enhance her future career path.
Ruby has been a part of our team since May 2024, and is looking forward to growing with VWM. She is continuously working on her professional development and help to her team. In her free time, Ruby enjoys spending time with friends and family, traveling, shopping, exercising, and doing Pilates.
Ernest Escobar New Jersey Pennsylvania
Wealth Management Advisor