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 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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Jeffrey C. Knox, JD, ChFC®, CLU®

Managing Partner

216-642-2450

216-673-3322

jknox@visionwealth.biz

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...

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Charles B. Elliott, MBA

Vice President, Portfolio Management; Director of Financial Planning

216-520-1700

216-673-3143

cbelliott@fmstrategies.biz

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...

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

Senior Partner, Financial Advisor

216-520-1715

216-673-3044

carlc@visionwealth.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...

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Chris du Laney

Financial Advisor

216-269-8271

216-642-1186

cdulaney@plancorp.biz

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...

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Stephen W. Edkins, CLU®, ChFC®

Senior Partner, Financial Advisor

216-674-0329

216-673-3642

sedkins@visionwealth.biz

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...

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Victoria L Ellinger

Financial Advisor

330-873-1100

330-873-1135

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 over a decade...

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Steven C. Ingram

Financial Advisor

216-642-7878

216-642-1186

singram@vanfin.com

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...

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

Senior Partner, Financial Advisor

440-293-4831

216-673-3666

dlane@vanfin.com

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...

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

Senior Partner, Financial Advisor

330-659-2949

216-673-3714

alinden@vanfin.com

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...

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William T. Mawby, CRPC®, CRPS®, AIF

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.  He began his work career as the Asset / Development Manager...

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Geoffrey F. Novack, AIF®

Senior Partner, Financial Advisor, Retirement Plan Specialist

216-573-2716

216-673-3406

gnovack@fmstrategies.biz

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...

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Matthew B. Price

Senior Partner, Business Development Manager

216-642-3467

216-673-3529

mprice@visionwealth.biz

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...

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George J. Randall, CPA, MBA

Financial Advisor

216-299-9505

216-642-1186

grandall@visionwealth.biz

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...

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Melissa Reider

Financial Advisor

440-461-7913

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...

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John F Stauffer

Financial Advisor

440-289-4701

216-642-1186

jstauffer@fmstrategies.biz

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...

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Cindy Evans

Life & Investment Business Manager

216-642-2440

216-673-3313

cevans@vIsionwealth.biz

Debra Lewis

Operations Manager - CenTrust Wealth

330-873-1100

330-873-1135

dlewis@centrustwealth.com

Jennifer Soltis

Chief Compliance Officer & Registered Principal

216-642-7878

jsoltis@vanfin.com

Alex Novack

Retirement Plan Specialist

216-573-2717

216-673-3350

anovack@visionwealth.biz

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...

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Antonio Cibella

Partner, Financial Advisor

216-642-8013

216-673-3141

acibella@visionwealth.biz

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...

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