Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
Alex Novack
Client Services Associate
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...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.