Management Team

James T. Pettapiece, CLU
President
Jay Pettapiece co-founded Vision Financial Corporation in 1989. In forming the new company, Jay had the dual advantages of drawing on a distinguished career in the insurance industry and building upon one of the best service organizations in the worksite industry, Maine Fidelity Life Insurance Company, where he was Senior Vice President of Marketing. Jay is a career insurance executive who knows the payroll deduction business from all perspectives. He spent fifteen years in various field management positions for Aetna Life and Casualty and was Vice President for Mass Marketing at Liberty Life Insurance Company prior to joining Maine Fidelity Life. Jay has served on the Greater Keene Chamber of Commerce board of Directors and is past president. He is past president of the Mass Marketing Insurance Institute and was presented with the Ancy Pinnacle Award for distinguished service to the insurance industry in 2007. He was inducted into the Benefits Marketing Worksite Marketing Hall of Fame in 2005.

Barbara J. Mooney, ACS, ALHC, AIRC
Vice President of Actuarial Services
Barbara Mooney has over 27 years of experience in the worksite marketplace with Maine Fidelity Life Insurance Company and Vision Financial Corporation. Barbara possesses an in-depth knowledge of the worksite marketplace, a broad range of experiences and a proven track record as a manager. With Maine Fidelity Life she held the positions of Assistant Vice President of Operations, Chief Underwriter and Claims Manager. With Vision, she served as Director of Operations until 1994 when she assumed the position of Vice President of Actuarial Services.

Corinne Bell
Vice President of Information Technology
Corinne Bell joined Vision in June 2001, bringing a strong background of over 30 years of IT leadership experience to the company. She has overall responsibility for Vision's IT strategic direction, automated business applications, technology infrastructures, IT staff, systems management processes, and vendor management. Corinne's background includes four years of application programming and database management positions at the Travelers Insurance Company in Hartford, CT. She dedicated over fifteen years of her career in developing information technology services and support for the Holstein Association, Brattleboro, VT as Director of Technical Support and Computer Operations. Prior to joining Vision she served six years as IT Infrastructure and Support Manager for the National Grange Mutual Insurance Company, in Keene, NH. Corinne holds a BS Degree in Mathematics from St. Lawrence University, Canton, NY and an MBA from New Hampshire College, Manchester, NH. She is also an active charter member and current board member of the local Project Management Institute (PMI) chapter in Keene, NH.

Tom Lentocha, FLMI, ACS
Vice President of Administration

Tom Lentocha brings over 22 years in the insurance industry to Vision Financial, with a strong background in Customer Services and policy administration. Tom is responsible for overseeing the group's New Business, Customer Service, Premium Accounting and Marketing Support areas. In Tom's previous position as 2nd Vice President, Customer Services with MassMutual Life Insurance Company, he oversaw the efforts of 160 associates and implemented various service programs, which improved the level of service provided to policyholders and agents.

Terri L. Frigon, FLMI, ACS
Manager of Financial Accounting
Terri Frigon has over 27 years of experience with Maine Fidelity Life Insurance company and Vision Financial. She began her career with Maine Fidelity in its premium accounting department. In 1984 she joined Maine Fidelity's financial area and worked as a staff accountant until 1989 when she assumed the position of manager of Vision's financial area. Terri also serves as a project leader for major company projects and as such, works closely with various operational areas of the company.

Marion Lefrancois, ACS
Manager of Client Relations
Marion Lefrancois has over 18 years of worksite marketing experience with Vision Financial. She began her career as a Case Coordinator and later became the supervisor of the department. In 1998, Marion moved into her current position as Manager of Client Relations. As such, she serves as the front line with the company's insurance carrier clients, in addition to offering her expertise to the company's marketing initiatives.

Nancy D'Aleo
Manager, New Business and Customer Service
Nancy joined Vision in December 2006 as New Business and Customer Service Manager. Nancy's responsibilities include management of the underwriting and new business staff to ensure new business production is processed efficiently, with high quality within published time standards. In addition Nancy manages the customer call center staff which support all company field concepts, practices and procedures to support customer's needs on products inforce.

Nancy has over twenty years in the Life Insurance Industry. She has held management positions with both ING and AXA Financial. These positions included management of Licensing and Contracting, New Business Teams, Case Manager Teams, Admin Business Analysts and Trainers.

Jackie Buchanan
Manager, Premium Accounting
Jackie has over 19 years of worksite marketplace experience with Vision Financial. She began her career as a Premium Accounting Representative in 1988. After holding various positions within the Premium Accounting area, Jackie moved into her current position as Manager of Premium Accounting in 2005. During her career at Vision, Jackie has been instrumental developing billing, payroll deduction and collection functionality to meet the needs of the worksite marketplace.

Bonnie Gagliardi
Manager of Marketing Support
Bonnie has over 13 years of worksite marketplace experience with Vision Financial. She began her career as a Case Manager in Market Support in 1995. After holding various positions within the Market Support area, Bonnie moved into her current position as Manager of Market Support in 2005. Bonnie's responsibilities include overseeing Case Management for our client companies and ensuring excellent support services to producers and employer groups.