Skip to main content

Our Leadership

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

Joseph L. DiLeo

CEO

Samuel Terrazzino

President

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

Dan Michel Headshot

Daniel Michel

Senior Managing Director

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

Tim Keller Headshot

Tim Keller

Managing Director

716-852-1321

Geoff McDermid Headshot

Geoff McDermid

Managing Director

716-852-1321

Michael Conley Headshot

Michael Conley

Managing Director

716-852-1321

Jom Ferrari Headshot

Jim Ferrari

Managing Director

716-852-1321

Anthony Pagano Headshot

Anthony Pagano

Managing Director

716-852-1321

Chrid DeCola Headshot

Christopher DeCola

Managing Director, Head of Platinum

716-852-1321

Matt Jacob

Managing Director

315-622-4700

Daniel Rudd Headshot

Dan Rudd

Managing Director

716-852-1321

Brian Conboy

Managing Associate

716-852-1321

Daniel Szmyrko

Managing Associate

716-852-1321

Our Specialists

Gino Callisto

Investment Specialist

716-817-6668

Terry Sprow Headshot

Terry Sprow

Investment Specialist

716-852-1321

Derek Szczupakowski Headshot

Derek Szczupakowski

Investment Specialist

716-852-1321

Scott Hinds

W. Scott Hinds

Qualified Plan Specialist

716-852-1321

Ray Pavicich Headshot

Raymond Pavicich

Financial Planning Specialist

716-852-1321

Thomas McKay

Thomas McKay

Life Insurance Specialist

716-852-1321

David Levine

David Levine

Disability & LTC Specialist

716-852-1321

Our Department Heads

Kristina Watkins

Head of Operations – Upstate NY, Platinum Liaison

716-852-1321

Victoria Dynarski Headshot

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 Headshot

Josh Keller

Head of Design Center

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

Kerry Cullinan

Head of Risk

716-852-1321

Hiedi Chinelly Headshot

Hiedi Chinelly

Head of Risk

716-852-1321

Nick Chowaniec Headshot

Nick Chowaniec

Head of Marketing

716-852-1321

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

716-852-1321