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 Specialist^SM (AAMS^®)
Accredited Estate Planner^® (AEP^®)
Accredited Investment Fiduciary^® (AIF^®)
Certified in Long-Term Care (CLTC)
CERTIFIED FINANCIAL PLANNER^TM (CFP^®)
Certified Public Accountant (CPA)
Chartered Advisor for Senior Living^® (CASL^®)
Chartered Financial Consultant^® (ChFC^®)
Chartered Life Underwriter^® (CLU^®)
Chartered Mutual Fund Counselor^SM(CMFC^®)
Chartered Retirement Planning Counselor^SM (CRPC^_®)
Chartered Retirement Planning Specialist^SM (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.

FINRA BrokerCheck - Search

BrokerCheck provides information about current and former FINRA-registered brokers and brokerage firms. It also provides information about investment adviser firms and representatives through the Investment Adviser Public Disclosure website, sponsored by the Securities and Exchange Commission.

To start your search, click here.

Jeffrey C. Knox, JD, ChFC®, CLU®

President

(216) 642-2450

(216) 642-1186

jknox@vanfin.com

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....

Charles B. Elliott, MBA

Vice President

216.642.7878

216-642-1186

celliott@vanfin.com

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,...

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

Financial Advisor

216-642-8001

216-642-1186

carlc@vanfin.com

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

216-573-2710

216-642-1186

cdulaney1@vanfin.com

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...

Stephen W. Edkins, CLU®, ChFC®

Financial Advisor

216-674-0329

216-642-1186

sedkins@vanfin.com

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...

Victoria L Ellinger

Financial Advisor

216-642-1099

216-642-1186

vellinger@centrustwealth.com

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 six years' experience working with individuals...

Anant Jain

Financial Advisor

972-774-9600

ajain@ceteranetworks.com

Daniel J. Lane, AAMS®, CFP®, ChFC®, CLU® CRPC®, CRPS

Financial Advisor

216-573-2711

216-642-1186

dlane@vanfin.com

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...

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

Financial Advisor

330-659-2949

216-642-1186

alinden@vanfin.com

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...

William T. Mawby, CRPC®, CRPS®

Financial Advisor

330-655-0808

216-642-1186

wmawby@vanfin.com

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...

Margaret S. Maxel

Financial Advisor

216-573-2712

216-642-1186

mmaxel@vanfin.com

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...

Geoffrey F. Novack

Financial Advisor

216.642.7878

gnovack@vanfin.com

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...

Matthew B. Price, CLTC

Sales Manager

216-642-3467

216-642-1186

mprice@vanfin.com

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...

George J. Randall, CPA, MBA

Financial Advisor

216.642.7878

216-642-1186

grandall@vanfin.com

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...

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...

Tom Stapel

Financial Advisor

440-299-5242

216-642-1186

tstapel@ceteranetworks.com

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...