Meet Jeff Thatcher, a seasoned financial professional dedicated to shaping the financial well-being of members at Visions FCU. With a wealth of experience, Jeff assumed the role of Managing Director of Visions Investment Services, driven by a mission to establish a premier, relationship-centric financial planning division. His primary focus is to guide members through crucial life and financial milestones, offering tailored solutions for sound decision-making.
Before joining Visions FCU, Jeff spent a remarkable 13 years at Hudson Valley Federal Credit Union, where he distinguished himself as a leader in the financial services arena. Under his adept management, the Financial Services department flourished into one of the nation’s top programs. In 2014, Jeff’s exceptional contributions were acknowledged when he was recognized as one of the top 50 program managers nationally by Bank Investment Consultant magazine.
With an impressive tenure of over 25 years as a registered Financial Representative, Jeff brings a depth of knowledge and a commitment to delivering high-quality member service. His expertise is underscored by the prestigious designation of CERTIFIED FINANCIAL PLANNER™, a testament to his completion of a rigorous two-year course, passing a national exam, and maintaining the highest standards of education, experience, examination, and ethics required by the Financial Planners Standards Council.
Beyond his professional accomplishments, Jeff finds joy in family life. Married with two children, he shares his home with two beloved Labrador dogs named Buddy and Lucky. Jeff extends his passion for service to the community as an active volunteer and board member for two organizations. With his comprehensive foundation in finance and unwavering dedication, Jeff Thatcher is poised to make a lasting impact on the financial success of Visions FCU members.