9200 South Hills Boulevard
People do make the difference. At Financial Management Strategies, Inc., our Advisors have earned a reputation for their experience in the investment, financial planning, employee benefits, 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 about these designations, hover over each designation for a detailed description.
Each year, 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. Our Associates have the appropriate securities registrations and insurance licenses in compliance with Federal and State regulations.
Vice President, Portfolio Management; Director of Financial Planning
Senior Partner, Financial Advisor
Partner, Financial Advisor
Senior Partner, Financial Advisor, Retirement Plan Specialist
Client Services Associate
Senior Partner, Business Development Manager
Operations Manager - CenTrust Wealth
Chief Compliance Officer & Registered Principal
Life & Investment Business Manager