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Our Support Staff

The financial planners at Vision Financial Group are supported by a diverse team of talented staff. These individuals allow us to build an exemplary workplace while simultaneously offering our clients the best financial planning experience our region has to offer.

Colleen Lathrop Headshot

Colleen Lathrop

New Business Coordinator

716-852-1321

Lori Ball Headshot

Lori Ball

New Business Coordinator

716-852-1321

Barb Kuklewicz Headshot

Barb Kuklewicz

New Business Coordinator

716-852-1321

Beth Maitland Headshot

Beth Maitland

New Business Coordinator

716-852-1321

Melisa Rositz Headshot

Melisa Rossitz

New Business Coordinator

716-852-1321

Karen Palmer Headshot

Karen Palmer

New Business Coordinator

716-852-1321

Melinda Dix Headshot

Melinda Dix

New Business Coordinator

716-852-1321

Trisha Stillwell Headshot

Patricia Stilwell

New Business Coordinator

716-852-1321

Ryan Wargala

Paraplanner

716-852-1321

Samantha Willhauck Headshot

Samantha Willhauck

Marketing Coordinator

716-276-1112

Rachel Costanzo

Graphic Designer & Marketing Specialist

716-276-1147

Diane Daminski Headshot

Diane Daminski

Reporting & Analytics

716-276-1123

MaryAnne Sitek Headshot

MaryAnne Sitek

Reception / Administrative Support

716-852-1321

Kim Schmid Headshot

Kimberly Schmid

Reception / Administrative Support

716-852-1321

Suzanne Weiss Headshot

Suzanne Weiss

Reception / Administrative Support

716-852-1321

Tammy Hersch Headshot

Tammy Hersch

Reception / Administrative Support

716-852-1321

Headshot Placeholder

Marie Jagiello

Reception / Administrative Support

716-852-1321

Melissa Aldrich

Agency Technology Specialist

716-852-1321