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Our Leadership

Our leadership exemplifies the values that make Vision Financial Group unlike any other financial planning organization in our region.

Joe DiLeo Headshot

Joseph L. DiLeo

CEO

Our Management

Each team at Vision Financial Group is led by an experienced, compassionate manager dedicated to empowering our financial professionals and their clients.

Our Field Leadership

Ron Moskala

Managing Partner

716-817-6655

Chrid DeCola Headshot

Christopher DeCola

Managing Partner

716-852-1321

Don Karlik Headshot

Don Karlik

Managing Director

716-852-1321

Michael Ragusa Headshot

Michael Ragusa

Managing Director

716-852-1321

James Ginnane Headshot

Jim Ginnane

Managing Director

716-852-1321

Dan Rudd

Managing Director

716-852-1321

Geoff McDermid Headshot

Geoff McDermid

Managing Director

716-852-1321

Jim Ferrari

Managing Director

716-852-1321

Anthony Pagano Headshot

Anthony Pagano

Managing Director

716-852-1321

Brian Conboy

Managing Associate

716-852-1321

Our Specialists

Gino Callisto

Investment Specialist

716-817-6668

Terry Sprow

Investment Specialist

716-852-1321

Derek Szczupakowski

Investment Specialist

716-852-1321

David Levine

Disability & LTC Specialist

585-399-8330

Raymond Pavicich

Financial Planning Specialist

716-852-1321

Marikay Flemming

Life Insurance Specialist

315-350-2129

Our Department Heads

Vicki Dynarski

Head of Operations – Western NY

716-852-1321

Kat Dugas Headshot

Katherine Dugas

Head of Operations – Central NY

716-852-1321

Josh Keller

Head of Design Center

716-852-1321

Jim Lloyd

Head of Marketing

716-852-1321

Kevin Mcloud Headshot

Kevin McLoud

Head of Technology

716-852-1321

Betsy Greiner Headshot

Betsy Greiner

Head of Finance

716-852-1321

Erik Bolzner Headshot

Erik Bolzner

Head of Risk

585-241-5222

Patrick Gallagher

Head of Risk

585-399-8354

Tera DiLeo Headshot

Tera DiLeo

Head of HR & Firm Culture

716-852-1321

Nick Grange Headshot

Nicholas Grange

Head of Recruiting

716-852-1321

Tod Cranston Headshot

Todd Cranston

Head of Onboarding & Licensing

585-399-8353

Michelle Putney Headshot

Michelle Putney

Head of New Business

716-852-1321

Rachel Thames Headshot

Rachel Thames

Head of New Business

716-852-1321

Start your financial journey.

Reach your goals with the help of a financial professional at Vision Financial Group.

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There’s more than meets the eye at Vision Financial Group. Here, you’ll find advisors who know what matters most to you, with the experience and resources necessary for you to achieve it.

Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC., Member SIPC. 300 Corporate Pkwy Suite 216N Amherst, NY 14226, Phone: 716852-1321. Vision Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies.

Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.

Check the background of your financial professional on FINRA’s Broker Check.

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