Our Team

Our Team
Helping Your Team
While providing superior service to our clients, we also take great pride in our team. Our vast insurance knowledge and forward-thinking solutions allow us to help our clients protect themselves, their employees and their future.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Find a Financial Advisor
- Becca Dios
- Brian Knox
- Cynthia E. Clements
- Dave Peters
- Frank Miotke
- Haley McCormick
- Hanna Anderson
- Kelly Buehner
- Mandy Schilling
- Mary Kate Cleary
- Vince Berardinelli
- Wendy Morgan
- William McCormick
Hanna Anderson
Account Manager
216-901-8158
Hanna has been with Vantage since 2020. She brings to us 13 years of customer service and sales experience. She graduated Magna Cum Laude with an Associate’s degree in Business Administration. In addition, Hanna holds her Ohio...
Vince Berardinelli
Principal / Benefit Advisor
216-642-4862
Vince Berardinelli joined Vantage Financial Group in 1999. He serves as an employee benefits advisor and product leader for flexible benefit plans. In this dual role, the industry veteran provides best in class benefit solutions for...
Cynthia E. Clements
Benefit Advisor / Client Services Manager
216-642-4862
Cindy Clements joined Vantage Benefit Advisors in the Fall of 2018 as a Benefit Advisor. She brings with her over 23 years of experience in small, mid and large group market segments of employee benefits. Ms. Clements successfully...
Brian Knox
Benefit Advisor
Mr. Knox is a Benefit Advisor, specializing in group benefits and retirement plans for our corporate clients. In addition, Brian oversees a client compliance programs including Affordable Care Act (ACA), Wrap plan documents, Premium...
Haley McCormick
Account Manager
216-901-8158
Haley McCormick joined Vantage Financial Group in March of 2021. She received a BA in Arts Administration and a BFA in Music Theatre from Elon University. Post pursuing a performing arts career, Haley decided to serve customers in a...
William McCormick
President & CEO
216-642-4862
As CEO of Vantage Financial group, Mr. McCormick leads a diverse group of financial service professionals. Additionally, Bill manages the employee benefits practice for Vantage Benefit Advisors (a wholly owned subsidiary of Vantage...
Frank Miotke
Principal / Benefit Advisor
216-642-4862
Frank Miotke joined Vantage Financial Group in 2008 after leading a major firm as a Regional Sales Manager. Frank is a Group Insurance Consultant. His unique combination of being a seasoned sales manager combined with his knowledge in...
Wendy Morgan
Medicare and Individual Plans Specialist
Mrs. Morgan comes to Vantage with a vast knowledge of Medicare and Medicare related health plans. She is licensed in Ohio and Arizona for Health and Life...
Dave Peters
Benefit Advisor
216-642-4862
David Peters works with the senior population on Medicare supplemental plans and preservation of assets. He began his career with a large life insurance company as a Group Sales Representative. He worked as a Group Sales Representative...
Mandy Schilling
Account Manager
216-901-9158
Amanda (Mandy) Schilling has been with the company since 2018. She holds a Master of Business Administration from Cleveland State University, and a Bachelor degree in Management/Labor Relations, also from Cleveland State. Mandy is...
Becca Dios
Assistant Account Manager
216-901-8158
Becca started with Vantage in January 2023, bringing with her over 7 years of professional experience. She has a Bachelor of Science Degree from Kent State University along with two minors. Becca is working towards securing her Ohio...
Kelly Buehner
Account Manager
Kelly Buehner rejoined Vantage Financial Group in 2023. She brings over 20 years of employee benefits servicing experience. She holds a Master of Business Administration and a bachelor’s degree in business...
Mary Kate Cleary
Assistant Account Manager
216-901-8158