The O’Connor Group

Leo has been a provider of financial services for over 40 years. Leo has completed the requirements to become a CERTIFIED FINANCIAL PLANNER^TM practitioner. He is a general securities representative, an investment advisor representative with LPL Financial, and is also a licensed life, health, and variable annuity agent in New York.

Leo entered the financial services field as a specialist in tax-free bonds in 1977 in Syracuse, NY, and later became part-owner of a regional brokerage firm in Endicott, NY. Prior to starting O’Connor Investments in 1991, he gained experience at Dean Witter Reynolds. O’Connor Investments joined the Visions Investment Services team in 2016.

Leo is active in several community organizations. He has served on the Catholic Education Foundation, is a current officer of the River City Toastmasters Club of Binghamton, and is on the Advisory Board of the Financial Planning Association of the Southern Tier of New York.

When not at the office, Leo can be found on the tennis court, biking, or hitting the pavement in his running shoes. Leo’s home is in Binghamton with his wife Libby and has three children, Leo Jr., Julia, and Nora.

Marcy Depew has been working in the financial services industry for over 25 years. During this time, Marcy has concentrated her efforts in the areas of wealth management, retail branch management, business banking, and client relationship management.
Marcy is a dedicated resource, working with her clients to ensure that all aspects of their financial services needs are met. Marcy understands the importance of sharing information with her clients and she looks forward to offering solutions related to Investments, Insurance, and Medicare.
Marcy holds a New York State Life, Health, and Accident Insurance license along with a Series 6, Series 7, and Series 63 Securities license. Along with her work experience, Marcy has completed multiple courses at SUNY Broome related to her financial services role.
Marcy is an active member in the Binghamton community. She serves on the Board of Directors at the Binghamton Boys & Girls Club and The Discovery Center Foundation Board and has supported the youth activities within each organization for many years.
Marcy is a native of the Broome County area; she and her husband David have three grown children. Marcy and David reside on the west side of Binghamton.

Edward Carlson has been a provider of financial services for 30 years, mostly serving the CNY community. He has 20 years of Banking experience and 10 years as a Financial Advisor. Ed is a general securities representative and an investment advisor representative through LPL Financial. He is also a licensed life, health, and variable annuity agent in New York.

Ed entered the financial services field as a bank teller in 1991 for Marine Midland Bank. In 1995 he moved to Nantucket Massachusetts and worked for Pacific National bank in the deposit services department. In 1996 Ed moved back to the Central New York area and worked for Empire Federal Credit Union. There he was as a Financial Services Representative and promoted to Supervisor and then Manager. In 2002 Ed started with KeyBank as a branch Manager for his hometown office. In 2012 he switched roles to a Financial Advisor for Key Investment Services. In 2021 Ed started as a Financial Consultant for Visions Investments, LLC the O’Connor group.

Ed has volunteered in his community on the Marcellus Village planning board for 5 years. He is currently a coordinator for Marcellus Youth basketball.

When not at the office, Ed can be found on the golf course, playing basketball, or running in his hometown community.

Candace Chapman joined Visions Investment Services | The O’Connor Group in 2022 as a Relationship Manager and obtained her Series 7 and Series 66 securities licenses held through LPL Financial. She also holds a New York State Life, Accident and Health Insurance license. Before joining The O’Connor Group, Candace became involved in helping to create and promote Visions Investment Services’ “Women and Wealth” program. She is passionate about financial education and empowerment. She works with the O’Connor Group to understand each client’s financial objectives and develop unique strategies to pursue their goals.

Candace is a University of Missouri – Columbia graduate with a bachelor’s degree in Broadcast Journalism. She spent more than 25 years as a primary anchor, producer, and newsroom manager in Binghamton, NY. As part of her role, she reported on issues impacting the local and national economy and hosted weekly personal finance and investing segments with a local financial professional. Candace also spent five years as a director of client strategy at a leading advertising and marketing firm.

Candace serves on the board of the Boys and Girls Club of Binghamton. She also has a supporting role in the Mercy House of Southern Tier 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 the woman honored each year.

Candace enjoys the outdoors year-round, hiking, running, golfing, and snowshoeing, among many other activities and travels with family and friends.

Anne Westbrook has worked in customer service with Visions Investment Services | The O’Connor Group since 2008. Anne assists in building the confidence clients require when entrusting their financial future with us.

Anne’s background includes nearly two decades with Endicott Coil Company as a Directory of Sales. She holds a Bachelor of Science degree from Nazareth College in Business Administration and French.

She is married with three adult children who keep her very busy.