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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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...
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...