Left to right: Bill Matejka, Amy Williams, Joe Randazzo, Kristin Kane, Jonathan Mistofsky, Beth Smith, Jenny Haney, Dana Randazzo
FNA Snapshot
We guide our clients through their financial journey with personalized attention and tailored solutions that aim to deliver comprehensive strategies for enhancing wealth and preserving legacies. From complex estate planning to optimizing portfolios, we’re dedicated to empowering our clients to thrive financially. Like a good coach, it's the best we can do: To take you where you can't take yourself. And we do this together.
Together We Are Better
We are stronger together: together with family, together with clients, together in business. As Pat Summit, former Head Coach of Tennessee Women's Basketball, put it, "Teamwork is really a form of trust. It’s what happens when you surrender the mistaken idea that you can go it alone and realize that you won’t achieve your individual goals without the support of your colleagues.”
This is a core value of FNA: teamwork, which aligns with our keystone principle of Integrity. Integrity is vital to our success because everyone striving to do the right thing fosters a culture of honesty and trust that is essential to our office and the work we do. The work that our clients entrust us to perform —to perform in their best interests.
Our Culture
FNA is fortunate to have some talented, hard-working individuals in the house. We’re a small team that cooperates more like family. This aspect of our culture was built top-down.
We check each other and try not to take ourselves too seriously. However, we are very serious about taking care of our clients.
Perhaps the sentiments of one of our senior members capture the collective mindset of the whole team: “One of my favorite parts of working at FNA Wealth Management is building genuine relationships with our clients —helping them not only to feel confident in their financial journey, but excited about their future. Every day brings something new, whether it’s celebrating a milestone with a family or untangling a financial puzzle. I love being part of a group that’s passionate, forward-thinking, and truly invested in making a difference." Well said, senior member :)
Here's a picture of our family, with start dates.
Our Team
Joe Randazzo, JD/CFP® / 1993
Managing member of FNA specializing in estate and business succession, as well as financial, retirement, and tax planning. Registered Fiduciary (a certified designation by DALBAR), licensed attorney and member of the Ohio State Bar Association (OSBA) since 1999. More
Bill Matejka, AAMS® / 2010
Twenty-plus years’ experience in economics, financial planning, and asset management. Lead on FNA’s deferred compensation program, Buckeye 457, managing retirement assets for municipalities across the state. More
Jonathan Mistofsky / 2014
Started in NYC acting as VP of an alternative investments firm with experience in wealth and pension fund management, investment consulting, and fixed-income asset management. Key member of FNA’s deferred compensation program, Buckeye 457, managing retirement assets for municipalities across the state. More
Beth Smith, Client Services Director / 2010
Amy Williams, Client Services / 2019
Jenny Haney, Client Services Director / 2021
Kristin Kane, Client Services Associate / 2022
Dana Randazzo, Program Manager / 2023
Tyler Lakatos, Investment Res. Asst. / 2024
Joe Randazzo, JD/CFP®
Joe works with high-net-worth and high-income individuals, business owners planning for succession or exit, and retirees seeking reliable income. The goal is to understand the person behind the balance sheet, allowing him to design thoughtful, customized strategies.
What sets him apart is the integration of his expertise: a law degree, extensive experience in estates, trusts, and taxes; a Certified Financial Planner® designation, and his role as a Registered Fiduciary.
For more than 15 years, Joe has coached youth travel baseball, learning how to communicate clearly, lead with empathy, and guide people through high-pressure situations. Those same skills define how he helps clients navigate critical financial decisions.
A contributing author to 21st Century Wealth, he has taught continuing education courses and spoken widely on estate planning. Today, he continues that mission through FNA's monthly ChalkTALK live Zoom meeting, where market and economic analysis is made practical and clear.
Outside of work, Joe cycles when the weather allows, follows baseball closely, spends time outdoors, and does most of the cooking at home with his wife, Mary. He also remains deeply involved in the community, serving as a longtime youth baseball coach and board member with the Hudson Baseball Association and as a member of the American Cancer Society's Planned Giving Council.
Bill Matejka, AAMS®
Bill Matejka has spent more than three decades in wealth management, building his career the way he believes good planning should be built: patiently, thoughtfully, and from the ground up. Raised in Aurora, Ohio, Bill developed a toughness and work ethic that shaped his mindset and approach to advising.
He began his career as an advisor assistant at McDonald Investments, learning the business from the inside out before stepping fully into his role as advisor. Today at FNA, Bill works primarily with police officers, firefighters, and public employees who have accumulated significant retirement savings, often within governmental 457(b) plans. His expertise centers on asset allocation and tax planning strategies designed to turn years of saving into meaningful retirement outcomes.
Bill often describes himself as a translator—someone who helps turn clients’ hopes and goals into clear, actionable plans. Known for his curiosity, flexibility, and good-natured demeanor, he’s never set in his ways and is always searching for better solutions for his clients.
Outside the office, Bill stays active through kayaking, biking, running, pickleball, and travel. He’s a bourbon enthusiast, a live music fan, and a devoted follower of Cleveland sports. He supports St. Malachi Catholic Church and volunteers to help feed the poor. Above all, Bill takes pride in the long-standing relationships he’s built—more than $80 million in client trust, earned one conversation at a time.
Jonathan Mistofsky
Jonathan Mistofsky’s path to financial advising started far from Cleveland—in Scotland, where he grew up surrounded by people who valued hard work, humility, and showing up fully for others. Those traits carried him through an early career in New York City investor relations, where he sharpened his financial expertise. At just 25, built a full investor roadshow from scratch, flying solo to Brazil to meet with prospective clients.
Today at FNA, Jonathan works closely with public safety officers, teachers, municipal employees, medical professionals, and private-sector individuals, helping them navigate retirement planning with clarity and confidence. His specialty in public sector benefits—public pensions, deferred comp plans, Social Security, and estate planning—makes him a trusted guide for people facing big, often complex decisions.
Clients describe Jonathan as warm, reliable, and exceptionally prepared. He prides himself on thorough pre-meeting planning and thoughtful follow-through, bringing a sense of steadiness and organization to every client relationship. He also speaks at retirement planning workshops across local municipalities where his calm, friendly demeanor helps clients feel confident and at ease.
Jonathan lives in Solon with his wife Amy, their children Emily and Ben, and their Australian Labradoodle Earl (along with a couple of hermit crabs and a betta fish for whom he has somehow become responsible). Outside of work he enjoys pickleball, walking Earl in cold weather, grilling in warm weather, and golfing whenever time allows.
From Scotland to New York to Cleveland, Jonathan’s career has been defined by the same principle: help people make thoughtful, confident decisions about the future, and treat every client with genuine care.