Team
Jeffrey C. Knox, JD, ChFC®, CLU®
Managing Partner
216-673-3322
Mr. Knox is Managing Partner of Vision Wealth Management, LLC. Jeff has over forty years experience working with individuals and business owners with their financial, tax, estate, and retirement planning as well as personal risk...
Charles B. Elliott, MBA
Vice President, Portfolio Management; Director of Financial Planning
216-673-3143
Mr. Elliott is the Vice President, Portfolio Manager, and Director of Financial Planning for Financial Management Strategies, Inc. (FMS), an affiliated investment advisory firm. Prior to joining FMS, Charles was a Financial Planner...
Carl Camillo, CLU®, ChFC®, RHU®, REBC®, AEP®, CFP®, AIF®, CPFA
Senior Partner, Financial Advisor
216-673-3044
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...
Chris du Laney
Financial Advisor
216-642-1186
Since Mr. du Laney began his career in the financial services industry, he has focused his practice on helping clients meet their goals for retirement and then managing those resources throughout the client’s retirement years...
Stephen W. Edkins, CLU®, ChFC®
Senior Partner, Financial Advisor
216-673-3642
Mr. Edkins is a Senior Partner and Financial Advisor with Vision Wealth Management and a Principal of Financial Management Resources. Steve has more than 30 years experience in the financial services...
Victoria L Ellinger
Financial Advisor
330-873-1135
Ms. Ellinger is President of CenTrust Wealth Management, Inc. She joined CenTrust as Vice-President after working for six years as a financial advisor with another national firm. She has over a decade...
Steven C. Ingram
Financial Advisor
216-642-1186
Mr. Ingram brings more than 30 years of experience in the financial services industry including owning and operating an independent broker-dealer. Steve’s business focus has been a cradle to grave relationship approach...
Daniel J. Lane, CFP®, ChFC®, CLU®, CRPS
Senior Partner, Financial Advisor
216-673-3666
Mr. Lane joined Vision Wealth Management after working as a Financial Advisor, Advisor Coach, and District Manager for a national financial services company for nearly eight years. Dan’s practice focuses on...
Austin J. "Dean" Linden III, ChFC®, CLU®, CFP®
Senior Partner, Financial Advisor
216-673-3714
Mr. Linden is a lifelong resident of Northeast Ohio and began his financial services career shortly after graduating from Kent State University with degrees in Business Management and English...
William T. Mawby, CRPC®, CRPS®, AIF
Financial Advisor
216-642-1186
Mr. Mawby is a Retirement Plan Consultant specializing in the design, implementation, and ongoing compliance oversight for all types of qualified retirement plans. He began his work career as the Asset / Development Manager...
Geoffrey F. Novack, AIF®
Senior Partner, Financial Advisor, Retirement Plan Specialist
216-673-3406
Mr. Novack 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 pursue their financial goals...
Matthew B. Price
Senior Partner, Business Development Manager
216-673-3529
Mr. Price is a Senior Partner with Vision Wealth Management and responsible for the recruiting, training, and market development for new Associates with the organization. Prior to joining the firm, Matt worked both as a coach...
George J. Randall, CPA, MBA
Financial Advisor
216-642-1186
Mr. Randall has over twenty-five years experience working with businesses and individuals in the areas of accounting and tax preparation. With Vision Wealth Management, George has expanded his services...
Melissa Reider
Financial Advisor
440-461-7313
mreider@yourfinancialadvisor.com
Ms. 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...
John F Stauffer
Financial Advisor
216-642-1186
Mr. Stauffer began his work in financial services more than 10 years’ ago after an extensive career in construction related product sales and management. John’s practice focuses on working with individuals...
Alex Novack
Retirement Plan Specialist
216-673-3350
Mr. Novack is a Retirement Plan Specialist with Vision Wealth Management. His primary role is in marketing our fiduciary based retirement plan services to potential clients and managing existing retirement plans...
Antonio Cibella
Partner, Financial Advisor
216-673-3141
Mr. Cibella’s client-centered planning helps clients grow their wealth through all stages of their life and the many challenges they will face. He works to help individuals and families be better prepared financially for the life...