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Our Team

Our Team&#160;<br />Helping Your 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

Hanna Anderson

Account Manager

216-642-8056

216-901-8158

handerson@vanfin.com

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...

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Vince Berardinelli

Principal / Benefit Advisor

216-642-8051

216-642-4862

vberardinelli@vanfin.com

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...

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Mary Kate Cleary

Assistant Account Manager

216-642-8040

216-901-8158

mkcleary@vanfin.com

Mary Kate started at Vantage in January 2022. She brings to us 14 years of customer service experience. She graduated from John Carroll University with a Bachelor of Science in Business Administration and has a Post Degree Professional...
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Cynthia E. Clements

Benefit Advisor / Client Services Manager

216-642-8038

216-642-4862

cclements@vanfin.com

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...

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Becca Dios

Assistant Account Manager

216-532-8130

216-901-8158

bdios@vanfin.com

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...

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Brian Knox

Benefit Advisor

216.642.8019

bknox@vanfin.com

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...

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Haley McCormick

Account Manager

216-532-8148

216-901-8158

hmccormick@vanfin.com

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...

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William McCormick

President & CEO

216-642-8020

216-642-4862

bmccormick@vanfin.com

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...

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Frank Miotke

Principal / Benefit Advisor

216-642-8030

216-642-4862

fmiotke@vanfin.com

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...

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Wendy Morgan

Medicare and Individual Plans Specialist

216-532-8171

WMorgan@vanfin.com

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...

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Erika Perrin

Benefits Advisor

216.642.8027

eperrin@vanfin.com

Erika specializes in helping clients understand when and how to enroll in Medicare. Erika will answer your questions and clarify the insurance options you have. She will help you avoid common misconceptions and late enrollment...
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Mandy Schilling

Account Manager

216-642-8162

216-901-9158

mschilling@vanfin.com

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...

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