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Jeffrey C. Knox, JD, ChFC®, CLU®
Mr. Knox is President of Plancorp, Inc. and Financial Management Strategies, Inc., a Registered Investment Adviser, and he also is a Branch Manager for Walnut Street Securities, Inc., a registered broker/dealer, member FINRA, SIPC, and a registered investment adviser. He has over thirty years experience working with individuals and closely held businesses in the insurance, employee benefit, financial and investment planning areas. In addition to working with his clients, Mr. Knox oversees the daily operation of the company's Advisors and staff. Jeff is a graduate of Ohio Wesleyan University and received his J.D. from Cleveland State University Cleveland-Marshall College of Law. He has also earned the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations from The American College. Jeff is licensed to sell life and health insurance as well as annuities in a number of states including the State of Ohio, and is a Registered Representative (Series 7), Investment Adviser Representative, and Registered Principal (Series 24, 51) through Walnut Street Securities, Inc. He is also an Investment Adviser Representative of Financial Management Strategies, Inc. Jeff is a member of the National Association of Insurance and Financial Advisors (NAIFA), Million Dollar Round Table (MDRT) and Society of Financial Service Professionals (SFSP), Estate Planning Council (EPC) of Cleveland as well as the Ohio Bar Association. He is a former member of the General Agents Advisory Council for GenAmerica Financial, a MetLife affiliate.
e-mail: jknox@plancorp.biz
David W. Boyle, MBA, CFP®, CLU®, ChFC®, CMFC, LUTCF
Mr. Boyle began his career in the financial services industry after spending 15 years as a corporate financial planner for Fortune 15 companies. In his practice, Dave offers comprehensive financial planning, insurance, and investment services to both individual and corporate clients. He is a graduate of Wesleyan University (B.A.) and received his Masters in Business Administration (MBA) from the University of Virginia.
Dave is a CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner and has also received his Chartered Mutual Fund Counselor (CMFC) designation from The College for Financial Planning. In addition, he has received the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Life Underwriting Training Counsel Fellow (LUTCF) designations from The American College. Dave is licensed to sell life and health insurance as well as annuities in a number of states including the State of Ohio, and is a Registered Representative (Series 7), an Investment Adviser Representative, and a Registered Principal (Series 24) through Walnut Street Securities, Inc., a registered broker/dealer, member FINRA, SIPC, and a registered investment adviser. He is also an Investment Adviser Representative of Financial Management Strategies, Inc., a registered investment adviser.
Dave is a retired Commander, United States Coast Guard. He and his wife of 38 years, Elizabeth, have lived in Shaker Heights since 1984.
e-mail: dboyle@plancorp.biz
Carl J. Camillo, CLU®, ChFC®, RHU, REBC, AEP, CDFA, CFP®
Mr. Camillo launched his financial services practice after receiving his Masters of Business Administration (MBA) from the Weatherhead School of Management. A year earlier, Case Western Reserve University had honored him as the top ranked business management student of his undergraduate class. Carl works not only with families, but also with businesses of various sizes. He believes in providing his clients with an effective, knowledgeable and trustworthy hub that allows them to delegate their financial affairs. This offers his clients the opportunity to minimize time spent dealing with money and maximizing time available for their life's other goals and passions. In addition to being a CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner, he has received the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Employee Benefits Consultant (REBC), and Registered Health Underwriter (RHU) designations from The American College. He has also received the Accredited Estate Planner (AEP) designation from the National Association of Estate Planners and Councils and the Certified Divorce Financial Analyst (CDFA) designation from the Institute for Divorce Financial Analysts. Carl is licensed to sell life and health insurance as well as annuities in several states including the State of Ohio; is a Registered Representative (Series 7), a Registered Principal (Series 24, 51) through Walnut Street Securities, Inc., a registered broker/dealer, member FINRA, SIPC, and a registered investment adviser. He is also an Investment Adviser Representative of Financial Management Strategies, Inc., a registered investment adviser. Carl is a lifelong Cleveland resident and has been involved with Junior Achievement of Greater Cleveland, Inc. and other local not-for-profit organizations. He is a member of the Financial Planning Association (FPA), Society of Financial Service Professionals (SFSP), the Estate Planning Council (EPC) of Cleveland, and sits on the Board for the National Association of Insurance and Financial Advisors (NAIFA).
e-mail: carlc@plancorp.biz Stephen W. Edkins, CLU®, ChFC®
Mr. Edkins is both an Associate and Principal of Financial Management Resources. Steve has over 30 years experience in the financial services and business consulting areas. He works to help individuals and business owners better understand how to manage complex financial issues through the use of carefully developed planning solutions. On an individual basis, Steve works with clients to better understand their current situation and define personal financial goals and planning objectives. He then develops plans to help clients attain those goals in areas including investment planning and asset allocation, portfolio management, estate and survivor income planning, disability income, and long term care planning. For business owners, Steve focuses on employee benefits and retirement plans as well as business succession planning, deferred compensation, and key employee plans. In addition, the full range of individual services is also available to business owners and their employees. Steve is a graduate of The Ohio State University and has received the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) professional designations from The American College. He is a member of the National and Cleveland Associations of Insurance and Financial Advisors (NAIFA) as well as the Society of Financial Service Professionals (SFSP), where he has served in leadership roles over the years. He is licensed to sell life and health insurance as well as annuities in several states including the State of Ohio and is a Registered Representative (Series 7) and Investment Adviser Representative through Walnut Street Securities, Inc., a registered broker/dealer, member FINRA, SIPC, and a registered investment adviser. He is also an Investment Adviser Representative of Financial Management Strategies, Inc., a registered investment adviser.
e-mail: sedkins@plancorp.biz Charles B. Elliott, MBA, CFP®
Mr. Elliott is the Vice President, Portfolio Manager, and Director of Financial Planning for Financial Management Strategies, Inc. (FMS). Prior to joining our organization, Mr. Elliott was a financial planner with McDonald Investments, where he developed and presented comprehensive personal financial plans for McDonald’s Private Client Group. Before joining McDonald Investments, Mr. Elliott worked for Barrington Financial Advisors, a private investment management and financial planning firm in Houston, TX, where he was responsible for the firm’s investment research, developing asset allocation models for individual portfolios, and monitoring client portfolios. Charles is a graduate of Case Western Reserve University (B.S.) and has a Masters in Business Administration (MBA) from the University of Houston. Mr. Elliott oversees the financial planning department and coordinates all the financial planning services offered through FMS. In addition, Mr. Elliott is also responsible for the firm’s asset management strategy and investment research that is utilized in managing and monitoring client portfolios, as well as the day to day management of client portfolios. Charles is a CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner, and is a Registered Representative (Series 7) through Walnut Street Securities, Inc., a broker/dealer, member FINRA, SIPC, and a registered investment adviser. He is also an Investment Adviser Representative of Financial Management Strategies, Inc., a registered investment adviser.
e-mail: cbelliott@plancorp.biz
Denise C. Klemencic
Ms. Klemencic began her career in the financial services industry after working in the health care administration and banking industries for a number of years. Denise has used the knowledge she gained from her prior work to help develop a financial planning based practice that focuses on wealth management and retirement planning for individuals, businesses, and non-profit organizations. Denise attended Miami University before transferring to The Ohio State University (OSU) where she received Bachelor of Arts (B.A.) degrees in both Psychology and Women’s Studies. A gifted athlete, Denise was the Captain of the OSU Women’s Cross Country and Indoor and Outdoor Track and Field Teams. She also received Academic All-Big Ten Cross Country and Track and Field honors. Denise is active in community activities and is President of the Cleveland Slovenian Business and Professional Association as well as a volunteer for the USO of Northern Ohio, the Cleveland Animal Protective League and the Friendship Animal Protection League. She is licensed to sell life and health insurance as well as annuities in the State of Ohio and is a Registered Representative (Series 7), Investment Adviser Representative, a Registered Principal (Series 24) through Walnut Street Securities, Inc., a registered broker/dealer, member FINRA, SIPC; and a registered investment adviser. She is also an Investment Adviser Representative of Financial Management Strategies, Inc., a registered investment adviser. email: denisek@plancorp.biz
Daniel B. Lane, AAMS, CFP®, ChFC®, CLU®, CRPC
Mr. Lane joined our firm after working as a Financial Advisor, Advisor Coach, and District Manager for a national financial services company for nearly eight years. Dan received a Bachelor of Arts (B.A.) from Cleveland State University in Finance and Economics. Professionally, Dan is a CERTIFIED FINANCIAL PLANNER (CFP) practitioner. He has also received his Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC) designations from The College for Financial Planning. In addition, Dan has earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College.
Dan is licensed to sell life insurance as well annuities in several states including the State of Ohio and is a Registered Representative (Series 7 and 66) and Investment Adviser Representative through Walnut Street Securities, Inc., a registered broker/dealer, member FINRA, SIPC, and a registered investment adviser. He is also an Investment Adviser Representative of Financial Management Strategies, Inc., a registered investment adviser. Dan, a lifelong resident of the northeast Ohio area, currently lives in Willoughby.
e-mail: dlane@plancorp.biz Austin J. "Dean" Linden, III ChFC®, CLU®, CFP®
Mr. Linden is a lifelong resident of Northeast Ohio and began his career in financial services shortly after graduating from Kent State University in 1988, with degrees in Business Management and English. Austin entered into the financial services industry with a desire to make a difference in people's lives and help them achieve their financial goals. He now provides comprehensive financial planning assistance to over 400 families and small business owners across the country. Austin is dedicated to helping individuals maximize, enjoy, and protect their wealth. Austin is an active member of The Rotary Club of Cleveland, having served as a Club Trustee, from 1997-2000 and from 2011-2014, and as Chair of the Youth Service Committee, from 2003-2005, and again in 2007 to the present. Austin's wife, Lori, their son Evan and their daughter Olivia, reside in Hinckley, Ohio. Lori and Austin enjoy traveling, biking, hiking, and fitness. Austin is a CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner and has also received both the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations. He is licensed to sell life and health insurance as well as annuities in several states including the State of Ohio, and is a Registered Representative (Series 7) and Investment Adviser Representative through Walnut Street Securities, Inc., a broker/dealer, member FINRA, SIPC, and a registered investment adviser. He is also an Investment Adviser Representative of Financial Management Strategies, Inc., a registered investment adviser. e-mail: alindeniii@walnutstreet.com
William T. Mawby, CRPC®, CRPS®
Mr. Mawby is a Retirement Plan Consultant specializing in the design, implementation, and ongoing compliance oversight for all types of qualified retirement plans. Bill is a graduate of Kenyon College in Gambier, Ohio. He began his work career as the Asset / Development Manager for Jacobs Investments Management Company in Cleveland, where he was instrumental in the assemblage and development of major real estate development projects. Bill was with the Jacobs family for 14 years. Bill then took a position with American Express Financial Advisors where he held various management positions as well as running his own practice for 10 years. Over the years, Bill has focused his career in the qualified retirement plan area. He obtained his Chartered Retirement Plan Specialist (CRPS) and Chartered Retirement Plan Counselor (CRPC) designations from The American College while building his practice. Bill is a Registered Principal (Series 24), and Registered Representative (Series 7, Series 6) through Walnut Street Securities, Inc., member FINRA, SIPC, a registered investment adviser and is licensed to sell life and health insurance as well as annuities in the State of Ohio. He is also an Investment Adviser Representative of Financial Management Strategies, Inc., a registered Investment adviser. Bill is a resident of Hudson, Ohio where he lives with his wife, Jennifer and his children Kathleen, Isabelle, Tommy and Megan.
email: wmawby@plancorp.biz
Geoffrey F. Novack
Mr. Novack is President of Alpha Financial Services, Inc., an affiliate of The Alpha Group Agency, Inc., and a strategic partner with our firm. Geoff has over twenty years experience in helping individuals and business owners better understand the complex financial issues they face and providing practical solutions to help them achieve their financial goals. For individuals, Mr. Novack helps them reach financial goals such as investment planning and portfolio management, college funding, planning for retirement, tax planning, estate and survivor income planning including life insurance, and planning for the contingencies of disability and long term care. For businesses, Geoff specializes in retirement plans, non-qualified retirement plans such as deferred compensation and private pensions, business succession and buy-sell agreement funding. Geoff studied business administration at Ferris State College, has been a frequent radio guest discussing a variety of financial topics, and is a regular guest columnist for publications that target local businesses. Geoff is licensed to sell life and health insurance as well as annuities in a number of other states including the State of Ohio, and is a Registered Representative (Series 7) through Walnut Street Securities, Inc., a broker/dealer, member FINRA, SIPC, and a registered investment adviser. He is also an Investment Adviser Representative of Financial Management Strategies, Inc., a registered investment adviser.
email: gnovack@walnutstreet.com
Matthew B. Price, CLTC
As Sales Manager for the firm, Mr. Price is responsible for the recruiting, training, and market development for new Associates with the organization. Prior to joining our company, Matt worked both as a coach to financial advisors and as a District Manager for a national financial services organization. In addition to his management role, Matt works with personal clients in the financial planning, investment, and insurance areas. Matt has a Bachelor of Science (B.S.) in Business Administration, Finance, and Risk Management from The Ohio State University. He has received a Certified in Long-Term Care (CLTC) designation from the Corporation for Long-Term Care Certification. Matt is licensed to sell life and health insurance as well as annuities in the State of Ohio and is a Registered Representative (Series 7) and Investment Adviser Representative through Walnut Street Securities, Inc., a registered broker/dealer, member FINRA, SIPC, and a registered investment adviser. He is also an Investment Adviser Representative of Financial Management Strategies, Inc., a registered investment adviser. Matt and his wife, Erica, reside in Akron.
e-mail: mprice@plancorp.biz Margaret S. Scheiman
Ms. Scheiman began her career in the financial services industry after receiving her Bachelor of Arts (B.A.) in Marketing from the University of Dayton. While in school, she had the opportunity of living and studying in Asia where she visited and interacted with executives of both regional and global firms. This experience provided her with a unique insight and perspective as to how a global economy will impact our lives in the generation ahead. She has developed a financial planning practice based upon a personal and proactive approach to both individual and business clients. Margie is active in Business Networking International as well as with her church and several local charitable organizations. She is licensed to sell life and health insurance as well as annuities in the State of Ohio and is a Registered Representative (Series 7) and Investment Adviser Representative through Walnut Street Securities, Inc., a registered broker/dealer, member of FINRA, SIPC, and a registered investment adviser. Ms. Scheiman is also an Investment Adviser Representative of Financial Management Strategies, Inc., a registered investment adviser.
e-mail: mscheiman@plancorp.biz .gif)
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