9200 South Hills Blvd
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 Plan Fiduciary Advisor (CPFA)
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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Vice President, Portfolio Manager, Director of Financial Planning
Mr. Elliott is the Vice President, Portfolio Manager, and Director of Financial Planning for Financial Management Strategies, Inc. (FMS), an affiliated investment advisory firm...
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...
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...
Mr. Edkins is a Financial Advisor at Vantage Financial Group and a Principal of Financial Management Resources. Steve has more than 30 years experience in the financial services and business consulting areas...
Mr. Ingram joined FMS in 2019, bringing 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...
Mr. Lane joined Vantage Financial Group after working as a Financial Advisor, Advisor Coach, and District Manager for a national financial services company for nearly eight years...
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...
Mr. Mawby is a Retirement Plan Consultant specializing in the design, implementation, and ongoing compliance oversight for all types of qualified retirement plans...
Financial Advisor, Retirement Plan Specialist
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...
Mr. Price is responsible for the recruiting, training, and market development for new Associates with the organization. Prior to joining Vantage, Matt worked both as a coach to financial advisors and as a District Manager...
Mr. Randall has over twenty-five years experience working with businesses and individuals in the areas of accounting and tax preparation. With Vantage Financial Group, George has expanded his services...
Life & Investment Business Manager
Operations Manager - CenTrust Wealth
Chief Compliance Officer & Registered Principal
Office Manager & Medicare Specialist