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

Executive Assistant to Joe DiLeo

716-852-1321

Lori Ball Headshot

Lori Ball

New Business Coordinator

716-852-1321

Trisha Stillwell Headshot

Patricia Stilwell

New Business Coordinator

716-852-1321

Karen Palmer Headshot

Karen Palmer

New Business Coordinator

716-852-1321

Colleen Herlehy

New Business Coordinator 

716-852-1321

Amber Johnson

New Business Coordinator 

716-852-1321

Melissa Aldrich

Agency Technology Specialist

716-852-1321

Rachel Costanzo

Senior Graphic Designer & Marketing Specialist

716-276-1147

Samantha Willhauck Headshot

Samantha Willhauck

The Establishment & Marketing Coordinator

716-276-1112

Kaylee Doering

Graphic Designer & Marketing Specialist

716-852-1321

Ryan Wargala

Senior Paraplanner

716-852-1321

Evan Miller

Paraplanner

716-929-3368

Chalen Jordan

Reception / Administrative Support

716-852-1321

Suzanne Weiss

Reception / Administrative Support

716-852-1321

Tammy Hersch Headshot

Tammy Hersch

Reception / Administrative Support

716-852-1321