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

Devin Andreatta
Operations Manager

Debbie Bossack
LPL Registered Client Services Associate

Robert W. Bradley, CFP®
New York
Wealth Management Advisor

Jim Campone
New York
Wealth Management Specialist

Christina Cavanaugh
Director of Operations

Candace Chapman
New York
Wealth Management Advisor

Alyssa Clark
New York Pennsylvania
Wealth Management Advisor

Georgette R. Curay
Wealth Management Administrative Associate

Marcy Depew
New York
Wealth Management Advisor

Ruby Ede
Wealth Management Administrative Associate

Ernest Escobar
New Jersey Pennsylvania
Wealth Management Advisor

Cameron Fedish
New York
Client Relationship Consultant

Christine Gumaer
New Jersey New York Pennsylvania
Contact Center Wealth Management Specialist

Rachael Kettle
New York
Wealth Management Advisor

Kevin Klingbeil, AIF®
New York
Wealth Management Advisor

Caity Kuhnen, CFP®
New York Pennsylvania
Wealth Management Advisor

Ed Molina
New Jersey Pennsylvania
Wealth Management Advisor

Leo O’Connor, Jr., CFP®
LPL Financial Planner

Leo G. O’Connor Sr., CFP®
New York
Wealth Management Advisor

Christa R. Perry
New York Pennsylvania
Wealth Management Advisor

Ashlynn Perry
Wealth Management Client Services Specialist

Kevin Porter, AIF®, CSRIC®
New York
Wealth Management Advisor

Heather Talbert
Wealth Management Administrative Associate

Jeffrey G. Thatcher, CFP®
Managing Director

Melissa Titus
New York
Wealth Management Advisor

Lou Toujague
New York
Wealth Management Advisor

Anne Westbrook
Client Services Coordinator