Cardinal Pointe Financial Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Cardinal Pointe Financial Group
Team photo for Cardinal Pointe Financial Group

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Advisors

Jeffrey Bellucci

CRPC, ChFC®, APMA

Private Wealth Advisor

Business Financial Advisor
Visit Jeffrey Bellucci's website

Cheryl Burress

APMA

Financial Advisor

Visit Cheryl Burress's website

Patricia J Carnovale

CRPC, APMA

Financial Advisor

Visit Patricia J Carnovale's website

Scott Allen Edwards

CFP®, APMA, CAP®, CLU®, CRPC, ChFC®, CRPS

Private Wealth Advisor

Visit Scott Allen Edwards's website

Harry Hadden

Private Wealth Advisor

Visit Harry Hadden's website

Carl Heick

CFP®, APMA

Private Wealth Advisor

Visit Carl Heick's website

Eric W Heick

APMA

Financial Advisor

Visit Eric W Heick's website

Randall Helt

CRPC

Financial Advisor

Visit Randall Helt's website

Stephen T Hester

ChFC®

Private Wealth Advisor

Visit Stephen T Hester's website

Bruce Irby

CRPC

Private Wealth Advisor

Franchise Owner
Visit Bruce Irby's website

Becky Johnson

MS, CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Becky Johnson's website

Jon Lintner

Financial Advisor

Visit Jon Lintner's website

Jonathan Litmer

CFP®, APMA

Financial Advisor

Visit Jonathan Litmer's website

Michael Murphy

CFP®, APMA

Financial Advisor

Visit Michael Murphy's website

Todd C O'Neil

ChFC®, APMA

Private Wealth Advisor

Chartered Financial Consultant®
Visit Todd C O'Neil's website

Adit Ryan

ChFC®, CLU®, ChSNC®, APMA, CRPC, CRPS

Financial Advisor

Visit Adit Ryan's website

Terry Lee Smallwood

CRPC

Financial Advisor

Visit Terry Lee Smallwood's website

John W Smith

BFA, ChFC®, CLU®, CRPC, APMA, AIF®, CASL®

Private Wealth Advisor

Managing Partner of Cardinal Pointe Financial Group
Visit John W Smith's website

Barry Whitt

Financial Advisor

Visit Barry Whitt's website


Team

Kenna Atwell

Kenna Atwell

Client Service Specialist,

Paraplanner
Ann Barnett

Ann Barnett

Business Development Manager

Mariza Bartlett

Mariza Bartlett

Client Service Specialist

Kathleen Blasch

Kathleen Blasch

Client Service Specialist

Amanda Caffee

Amanda Caffee

Client Service Specialist,

Paraplanner
Hannah Doan

Hannah Doan

Client Service Specialist

Sylvia Espinoza

Sylvia Espinoza

Client Service Specialist

Lauryn Harbour

Lauryn Harbour

Client Service Specialist,

Paraplanner
Derek Head

Derek Head

Investment Manager

McKenzie Bruno

McKenzie Bruno

Financial Planning Specialist

Thomas Howard

Thomas Howard

Financial Planning Specialist

Elizabeth  Johanson

Elizabeth Johanson

Client Service Specialist,

Paraplanner
Christa Knollman

Christa Knollman

Financial Planning Analyst,

Paraplanner
Kevin Lush, MBA

Kevin Lush, MBA

Operations Director

Ilse Mocke

Ilse Mocke

Client Service Specialist

Fatima Padilla

Fatima Padilla

Client Service Specialist

Annie Scott

Annie Scott

Financial Planning Analyst,

Paraplanner
Connor Smith

Connor Smith

Financial Planning Specialist

Lynne Tobey

Lynne Tobey

Client Service Specialist

Natasha Torres

Natasha Torres

Client Service Specialist

Laura Young

Laura Young

Operations Director