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Plancorp, Inc.
9050 Sweet Valley Drive
Valley View, Ohio 44125
(216) 642-1099

 

Team

People do make the difference. At Plancorp, Inc. our corporate staff, Associates and outside advisors possess a variety of advanced degrees and designations. To learn more, 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)

  • Professional in Human Resources (PHR®)

  • Registered Employee Benefits Consultant® (REBC®)

  • Registered Health Underwriter® (RHU®)

Each year, all of our Associates and staff are required to participate in both industry and in-house continuing education programs. 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 registrations and insurance licenses in compliance with all Federal and State regulations.

 

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Mr. Knox is President of Plancorp, Inc. and Financial Management Strategies, Inc., a Registered Investment Adviser, and he also is a Branch Manager for Cetera Advisor Networks LLC, a broker/dealer, and a registered investment adviser....

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Charles B. Elliott, MBA, CFP®

Vice President, Portfolio Manager, and Director of Financial Planning

(216) 520-1700

(216) 642-1186

Mr. Elliott is the Vice President, Portfolio Manager, and Director of Financial Planning for Financial Management Strategies, Inc. (FMS). Prior to joining our organization, Mr. Elliott was a financial planner with McDonald Investments,...

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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 Investment Policy...

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In his nine years in the financial services industry, Chris du Laney has focused his practice on helping clients meet their goals for retirement and then managing those resources throughout their retirement years to enable them to...

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Mr. Edkins is both an Associate and Principal of Financial Management Resources. Steve has over 30 years experience in the financial services and business consulting areas. He works to help individuals and business owners better...

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Daniel J. Lane, AAMS®, CFP®, ChFC®, CLU®, CRPC®

Financial Advisor, Advisor Coach, and District Manager

(216) 573-2711

(216) 642-1186

Mr. Lane joined our firm after working as a Financial Advisor, Advisor Coach, and District Manager for a national financial services company for nearly eight years. Dan received a Bachelor of Arts (B.A.) from Cleveland State University...

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Mr. Linden is a lifelong resident of Northeast Ohio and began his career shortly after graduating from Kent State University in 1988, with degrees in Business Management and English. Austin entered into the financial services industry...

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Mr. Mawby is a Retirement Plan Consultant specializing in the design, implementation, and ongoing compliance oversight for all types of qualified retirement plans. Bill is a graduate of Kenyon College in Gambier, Ohio. He began his...

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Mrs. Maxel began her career in the financial services industry after receiving her Bachelor of Arts (B.A.) in Marketing from the University of Dayton. While in school, she had the opportunity of living and studying in Asia where she...

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Geoffrey F. Novack

(888) 665-1099

Mr. Novack is a senior advisor and Registered Representative. Geoff has over twenty years experience in helping individuals and business owners better understand the complex financial issues they face and providing practical solutions...

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As Sales Manager for the firm, Mr. Price is responsible for the recruiting, training, and market development for new Associates with the organization. Prior to joining our company, Matt worked both as a coach to financial advisors and...

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Mr. Randall has over twenty-five years experience working with business and individual accounting and tax clients. In addition, he has over seven years experience advising on investments, life insurance and long term care insurance...

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Melissa 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, where she managed...

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Tom Stapel

Financial Advisor

440-299-5242

440-205-7410

Cindy Evans

Life & Investment Business Manager

Debra Lewis

Operations Manager for CenTrust Welath Management, LLC

440-832-1608

Leslie Such

Retirement Plan Coordinator

Sharon Zirkle

Office Manager & Individual Healthcare Specialist

216-642-1099 x117

216-642-1186