Broker Check

Team

People do make the difference.  At Financial Management Strategies, Inc., our Advisors have earned a reputation for their knowledge in the investment, financial planning, and insurance areas.  The corporate staff, Associates and outside advisors possess a variety of advanced degrees and designations that are listed below.  To learn more, hover over each designation for a detailed description.

  • Accredited Asset Management SpecialistSM (AAMS®)

  • Accredited Estate Planner® (AEP®)

  • Accredited Investment Fiduciary® (AIF®)

  • Certified in Long-Term Care (CLTC)

  • CERTIFIED FINANCIAL PLANNERTM (CFP®)

  • Certified Public Accountant (CPA)

  • Chartered Advisor for Senior Living® (CASL®)

  • Chartered Financial Consultant® (ChFC®)

  • Chartered Life Underwriter® (CLU®)

  • Chartered Mutual Fund CounselorSM (CMFC®)

  • Chartered Retirement Planning CounselorSM (CRPC®)

  • Chartered Retirement Planning SpecialistSM (CRPS®)

  • Juris Doctor (JD)

  • Life Underwriting Training Council Fellow (LUTCF)

  • Masters of Business Administration (MBA)

Each year, all of our Associates and staff are required to participate in both industry and in-house continuing education programs.  Many are in pursuit of advanced industry certifications and designations. This enables everyone within our organization to keep up-to-date with products, laws, technology, and planning techniques that help better serve the needs of our clients.  All Associates hold the appropriate securities and insurance licenses in compliance with all Federal and State regulations. 

 

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Jeffrey C. Knox, JD, ChFC®, CLU®

President

(216) 642-2450

(216) 642-1186

jknox@plancorp.biz

Mr. Knox is President of Plancorp, Inc. and Financial Management Strategies, Inc., a Registered Investment Adviser, and he also is a Branch Manager for Cetera Advisor Networks LLC, a broker/dealer, and a registered investment adviser....
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Charles B. Elliott, MBA

Vice President

216-520-1700

216-642-1186

cbelliott@plancorp.biz

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,...
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Carl Camillo, CLU®, ChFC®, RHU®, REBC®, AEP®, CFP®, AIF®

Financial Advisor

216-642-1099 ext 109

216-642-1186

carlc@plancorp.biz

Carl’s area of concentration is working with institutional investors to assist them and their investment committees manage their organization’s capital market assets. This process usually begins with a review of the Investment Policy...
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Chris du Laney

Financial Advisor

216-573-2710

216-642-1186

cdulaney@plancorp.biz

In his many years in the financial services industry, Chris du Laney has focused his practice on helping clients meet their goals for retirement and then managing those resources throughout their retirement years to enable them to...
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Stephen W. Edkins, CLU®, ChFC®

Financial Advisor

216-674-0329

216-642-1186

sedkins@plancorp.biz

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...
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Victoria L Ellinger

Financial Advisor

216-642-1099

216-642-1186

vellinger@centrustwealth.com

Ms. Ellinger joined CenTrust Wealth Management, Inc., as Vice-President after working for six years as a financial advisor with another national firm. She has six year’s experience working with individuals and closely held business in...
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Daniel J. Lane, AAMS®, CFP®, ChFC®, CLU® CRPC®, CRPS

Financial Advisor

216-573-2711

216-642-1186

dlane@plancorp.biz

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...

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Austin J. "Dean" Linden III, ChFC®, CLU®, CFP®

Financial Advisor

330-659-2949

216-642-1186

alinden3@fmstrategies.biz

Mr. Linden is a lifelong resident of Northeast Ohio and began his career shortly after graduating from Kent State University in 1988, with degrees in Business Management and English. Austin entered into the financial services industry...

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William T. Mawby, CRPC®, CRPS®

Financial Advisor

330-655-0808

216-642-1186

wmawby@plancorp.biz

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...
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Margaret S. Maxel

Financial Advisor

216-573-2712

216-642-1186

mmaxel@plancorp.biz

Margie Maxel 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...
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Geoffrey F. Novack

Financial Advisor

gnovack@fmstrategies.biz

Mr. Novack is a senior advisor and Registered Representative. Geoff has over twenty years experience in helping individuals and business owners better understand the complex financial issues they face and providing practical solutions...

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Matthew B. Price, CLTC

Sales Manager

216-642-3467

216-642-1186

mprice@plancorp.biz

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...
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George J. Randall, CPA, MBA

Financial Advisor

216-642-1099

216-642-1186

grandall@plancorp.biz

Mr. Randall has over twenty-five years experience working with business and individual accounting and tax clients. In addition, he has over seven years experience advising on investments, life insurance and long term care insurance...
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Melissa Reider

Financial Advisor

440-461-7913

440-461-7313

mreider@yourfinancialadvisor.com

Melissa Reider has been a professional in the securities industry for over 30 years. After studying at University of Cincinnati/Conservatory of Music, she began her financial career at the prestigious firm, EF Hutton, where she managed...
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John F Stauffer

Financial Advisor

440-289-4701

216-642-1186

JStauffer@fmstrategies.biz

Mr. Stauffer has over 6 years’ experience working with individuals and closely held businesses in the financial and investment planning areas. He provides investment advisory and planning services as an Investment Adviser...
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Craig D Wiggins

Financial Advisor

216-642-1099

216-642-1186

cwiggins@centrustwealth.com

Mr. Wiggins has worked for nearly 20 years as a portfolio manager and financial advisor for several large financial institutions and broker-dealers. He is the founder and currently serves as the President of CenTrust Wealth Management,...
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Cindy Evans

Life & Investment Business Manager

216-642-2440

216-642-1186

cevans@plancorp.biz

Debra Lewis

Operations Manager - CenTrust Wealth

440-832-1608

216-642-1186

dlewis@centrustwealth.com

Leslie Such

Retirement Plan Coordinator

LSuch@fmstrategies.biz

Sharon Zirkle

Office Manager and Individual Healthcare Specialist (over 65)

216-573-2719

216-642-1186

szirkle@plancorp.biz