Cardinal Pointe Financial Group

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Jeffrey Bellucci

Jeffrey Bellucci

Private Wealth Advisor

Business Financial Advisor
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Cheryl Burress

Cheryl Burress

Financial Advisor

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Patricia J Carnovale

Patricia J Carnovale

Financial Advisor

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Scott Allen Edwards

Scott Allen Edwards

Private Wealth Advisor

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Carl Heick

Carl Heick

Private Wealth Advisor

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Randall Helt

Randall Helt

Financial Advisor

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Stephen T Hester

Stephen T Hester

Private Wealth Advisor

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Bruce Irby

Bruce Irby

Private Wealth Advisor

Franchise Owner
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Becky Johnson

Becky Johnson

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Jon Lintner

Jon Lintner

Financial Advisor

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Jonathan Litmer

Jonathan Litmer

Financial Advisor

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Todd C O'Neil

Todd C O'Neil

Private Wealth Advisor

Chartered Financial Consultant®
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Terry Lee Smallwood

Terry Lee Smallwood

Financial Advisor

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John W Smith

John W Smith

Financial Advisor

Managing Partner
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Team

Kenna Atwell

Kenna Atwell

Client Service Specialist,

Paraplanner
Ann Barnett

Ann Barnett

Business Development Manager

Mariza Bartlett

Mariza Bartlett

Client Service Specialist