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About

Core Values – We are Committed To:

  • Gratitude – Appreciation of our client’s business and referrals
  • Integrity – Operate with high moral and ethical standards to maintain the confidence of all we serve
  • Loyalty – Faithful to do what is promised and best for our clients every time
  • Passion – To genuinely care about each individual and their family’s financial security
  • Stewardship – Using the gifts and talents God has given us to serve our clients
  • Wisdom – Continue to enhance knowledge, skills, and strategies essential for our client’s financial decisions

Glen Oaks

Financial Security Management Agency, Inc.
glen@fsmagency.com

Professional Biography:

Glen Oaks began his career in the insurance and financial services field in 1981. From the beginning, he sought top quality training in all aspects of life and health insurance and related topics. He obtained his fellow designation from the Life Underwriters Training Counsel (LUTC). He is a member of the National Association of Insurance and Financial Advisors (NAIFA).

Today, he continues to attend workshops and educational classes related to his field.

Glen founded Financial Security Management Agency Inc. in 1986 as an independent agency. The goal of the agency is to provide peace of mind through carefully chosen money options and financial security by using customized strategies and products based on your objectives and risk tolerance.

In 2013, Glen co-authored the book titled, The Secret to Lifetime Financial Security, which quickly became an Amazon Best Seller.

In 2015, Glen became certified as a National Social Security Advisor which denotes advanced education, knowledge, and training in the Social Security program. In 2019, he became a Certified Financial Fiduciary, the only designation that focuses solely on training financial professionals to be true fiduciaries.

Glen enjoys teaching people how money works in their lives. He aspires to be known as someone who can help people get from where they are to where they want to be financially.

*While the Amazon Best Sellers list can be an indicator of how well a book is selling overall, it should be noted that an Amazon Best Seller ranking is typically based on Amazon.com sales only in the specific category and/or subcategory selected by the author with rankings being updated hourly. Amazon is not affiliated with and does not endorse Glen Oaks, Financial Security Management Agency Inc., or Simplicity Wealth, LLC.

Personal Biography:

Glen has been married for over 40 years to his wife, Marcia. They have two children and seven grandchildren. When Glen isn’t helping people become more financial secure, he enjoys playing golf, and ice hockey. He is a member of Fowler Community Church, and serves as an elder there.

Matthew Oaks

Financial Security Management Agency, Inc.
matt@fsmagency.com

Professional Biography:

Matthew has been in the insurance and financial planning industry since 2011. Along with his insurance licenses, he has added a Series 65 license in 2017. Prior to 2011, Matt spent seven plus years working in Conneaut, Ohio and Hubbard, Ohio as a youth pastor. Before that he worked in various retail sales positions in the area. Matt has an associates degree from Moody Bible Institute in biblical studies.

Personal Biography:

Matt has been married since 2006 to his wife Liz. Since then his family has grown with the addition of 3 beautiful girls. When he’s not spending time with his family, he plays hockey, soccer, and golf, and spends time coaching his daughter’s soccer team. Matt has served as president of the Mathews Youth Soccer League for the past 2 years and volunteers in other local organizations.

William Bacho

Financial Security Management Agency, Inc.
William@fsmagency.com

Brian Cook

Financial Security Management Agency, Inc.
brian@fsmagency.com

Professional Biography:

Brian is a graduate of Howland High School in Warren, Ohio. He received his B.S. in Sport Management and Administration from Bowling Green State University and his M.S. In Exercise Physiology from Ohio University. Brian past experience includes Cardiac Rehabilitation, Durable Medical Equipment, and Orthopedic Bracing.

Brian’s career change followed in the footsteps of his Father Gene Cook, LUTCF, at the time a veteran agent with Bankers Life and Casualty Company. During his 4 year tenure with Bankers Life, Brian achieved recognition as the Regional Agent of the year as well as the NALU National Sales Achievement Award.

In order to better serve his clientele, Brian joined the Financial Security Management Agency in 1993 and focuses his efforts in the areas of Health, Life and Income Planning. He is actively involved in BNI (Business Network International) and many of his clients have benefited from his relationships with local business professionals.

Brian is honest, caring and dedicated to the needs of his clientele. He goes the extra mile and has helped many of his clients qualify for subsidies due to income challenges. His business motto is, “Healthy Solutions for Your Financial Future.”

Personal Biography:

Brian hales from the Warren area, but has lived in Lisbon since 1998 with his wife and three children. He enjoys sailing, mountain biking and music.

Cyndi Bianco

Financial Security Management Agency, Inc.
cyndi@fsmagency.com

Professional Biography:

Cyndi Bianco began her career in the insurance industry administering the back office system for a financial wholesaler. She tracked agent’s contracts, licensing information, commissions, insurance carriers, products, seminar attendance, and client information for increased productivity. Within two years she advanced to vice president of client services where she gained valuable experience helping agents meet their client’s insurance and financial objectives.

She has been with Financial Security Management for several years as an assistant to Glen Oaks. As Glen’s assistant she continues to provide excellent client service to help Glen meet his client’s objectives and goals.

As a licensed independent agent she hopes to bring the same philosophies of helping clients in the tri-county area by providing the best products for their needs whether that is health insurance, Medicare, life insurance, or annuities.

Cyndi strongly believes that quality service is not only what you put into it, but what your client gets out of it.

Personal Biography:

Cyndi graduated from Kent State University in 2001 where he focus was business management and computer technology.

She has three children. She was the past president of the Heartline Group Incorporated, a nationwide not for profit organization providing support for parents of children with congenital heart anomalies. This experience led her to embark into what has become a career in the insurance industry.

Jill Frommelt, LUTCF

Financial Security Management Agency, Inc.
jill@fsmagency.com
 

Professional Biography:

Jill has been a licensed life & health insurance agent since 1990. She provides personalized customer service for each of her clients. She has a passion to build long term relationships with her clients. Jill’s business is built on a foundation of honesty and integrity.

Personal Biography:

Jill has lived in the Mahoning Valley for over 20 years.  She is married and has three children. Her hobbies include entertaining, and spending time with her friends and family. She has been in a bocce league since the early 1990’s at the MVR restaurant in Youngstown, Ohio.

Bob Jenskovic

Financial Security Management Agency, Inc.
bob@fsmagency.com

Professional Biography:

Bob Jenskovic has been licensed to sell health and life insurance in Ohio since Dec 1992.  He started his insurance career with Bankers Life and Casualty Co. before becoming an independent agent in late 2001. Bob’s past work history includes assisting his father in his Commercial Art business, restaurant management with Friendly’s Restaurants, and working with the US Census Bureau in the 2010 Census. Being an independent insurance agent has enabled Bob to offer products from several companies, making the insurance shopping process more thorough for his clients.  He always puts his clients’ needs first and he feels that providing excellent customer service is just as important as finding the correct insurance product for his clients.

Personal Biography:

Bob is a graduate of Wickliffe High School in Wickliffe, Ohio.  He earned his Bachelor of Science Degree in Business Management from John Carroll University in 1981.  He currently lives in Mineral Ridge, Ohio. Bob has two daughters, Nicole and Jill.  Nicole is married and works as a baker.  She had her first child in August 2015, making Bob a grandfather for the first time.  Jill is working toward a career as an Audiologist and recently earned her Doctorate Degree in Audiology from Kent State University.

Mark Klotz

Financial Security Management Agency, Inc.
mark@fsmagency.com

Alexis Rura

Financial Security Management Agency, Inc.
alexis@fsmagency.com

Investment Team

Tom Rozman, CFA®, CAIA®

Mr. Rozman, Chief Investment Officer, is responsible for leading the investment team for Simplicity Wealth. Prior to Simplicity, Mr. Rozman was President and Chief Investment Officer of Sawtooth Solutions. He also worked in Institutional Sales and Trading at Merrill Lynch. Mr. Rozman is a Chartered Financial Analyst®, Chartered Alternative Investment Analyst®, and is Series 65 registered. He has previously held Series 7 and 24 securities licenses. He earned an M.B.A. from the University of Chicago and a B.A from St. Olaf College.

Jared Margolies

Mr. Margolies serves as Director of Compliance. Mr. Margolies is responsible for developing and enhancing the compliance protocol across the Group. Mr. Margolies has over 20 years of compliance and supervisory experience, including leading the compliance team at a global life and annuity wealth management insurance company. Mr. Margolies earned a B.A. in Business from Stockton University.

Chris Leonard

Mr. Leonard serves as Chief Compliance Officer of Simplicity Wealth.  He is responsible for implementing the compliance program and assisting financial professionals to meet their compliance obligations.  He has been FINRA licensed since 2005 and began his supervisory career in 2007.  Mr. Leonard earned a B.A. & B.S. from Boston University.

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “favorable place based on your needs” for your retirement money. This is where we can be of service.