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.
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...
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...
Becca Dios
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...
Haley McCormick
Employee Benefits Advisor
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...
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...
Erika Perrin
Benefits Advisor
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...
Allie Greenhoe
Assistant Account Manager
Kinsey Helser
Assistant Account Manager