Broker Check

Our People

People do make the difference.  At Financial Management Strategies, Inc., our Advisors have earned a reputation for their expertise 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.

  • Accredited Asset Management SpecialistSM (AAMS®)
  • Accredited Estate Planner® (AEP®)
  • 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.  Our Associates have the appropriate securities registrations and insurance licenses in compliance with all Federal and State regulations.   

Charles Elliott

Charles B. Elliott, MBA

Vice President, Portfolio Management; Director of Financial Planning

216-520-1700

216-673-3143

Antonio Cibella

Antonio Cibella

Partner, Financial Advisor

216-642-8013

216-673-3141

Stephen Edkins

Stephen W. Edkins, CLU®, ChFC®

Senior Partner, Financial Advisor

216-674-0329

216-673-3642

Geoffrey Novack

Geoffrey F. Novack, AIF®

Senior Partner, Financial Advisor, Retirement Plan Specialist

216-573-2716

216-673-3406

Alex Novack

Retirement Plan Specialist

216-573-2717

216-673-3350

Matthew Price

Matthew B. Price

Senior Partner, Business Development Manager

216-642-3467

216-673-3529

Debra Lewis

Debra Lewis

Operations Manager - CenTrust Wealth

330-873-1100

330-873-1135

Jennifer Soltis

Jennifer Soltis

Chief Compliance Officer & Registered Principal

216-642-7878

Cindy Evans

Cindy Evans

Life & Investment Business Manager

216-642-2440

216-673-3313