The Team
Cardinal Pointe Financial Group

Our Advisors

Jeffrey Bellucci

Jeffrey Bellucci

Private Wealth Advisor

More about me...

Contact

jeffrey.d.bellucci@ampf.com

502.489.6900

Designations

CRPC®, ChFC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Small Business

Education

Master of Science, Engineering, University of Kentucky, Lexington, KY, Bachelor of Science, Engineering, University of Kentucky, Lexington, KY

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Scott Allen Edwards

Scott Allen Edwards

Private Wealth Advisor

More about me...

Contact

scott.a.edwards@ampf.com

937.458.0220

Designations

CFP®, APMA®, CAP®, CLU®, CRPC®

Top Areas of Focus

  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies

Education

Southern Polytechnic State: Bachelor of Science - Industrial Engineering Technology (1988-1991), Paducah Community College (1986-1988)
CA Insurance #0G81397

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Carlton Head

Carlton Head

Financial Advisor

More about me...

Contact

carlton.d.head@ampf.com

502.489.6900

Designations

ChFC®, CASL®, CLU®, APMA®

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Retirement Income Strategies

Education

BA, Furman University, Greenville, SC 1987 - 1991

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Carl Heick

Carl Heick

Private Wealth Advisor

More about me...

Contact

carl.w.heick@ampf.com

502.489.6900

Designations

CFP®, ChFC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

Bachelor of Science, 1983, Business Administration, University of Louisville

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Randall Helt

Randall Helt

Financial Advisor

More about me...

Contact

randall.d.helt@ampf.com

937.458.0220

Designations

CRPC®

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Investments

Education

Bachelor of Science, 1983, agricultural economics, The Ohio State University, Columbus, OH
CA Insurance #0I21392 AR License #2777538

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Stephen T Hester

Stephen T Hester

Private Wealth Advisor

More about me...

Contact

stephen.t.hester@ampf.com

520.452.9988

Designations

CFP®, ChFC®, CRPC®

Top Areas of Focus

  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances

Education

University of Kentucky: BBA, Business (1974-1978)
CA Insurance #0I11500

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Jon Lintner

Jon Lintner

Financial Advisor

More about me...

Contact

jon.w.lintner@ampf.com

502.489.6900

Top Areas of Focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies

Education

University of Louisville: Bachelor of Science - Business Administration (1985)

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Jonathan Litmer

Jonathan Litmer

Financial Advisor

More about me...

Contact

jonathan.litmer@ampf.com

502.489.6900

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management

Education

University of Cincinnati: Bachelor's Degree - Business Management & Marketing

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Todd C O'Neil

Todd C O'Neil

Private Wealth Advisor

More about me...

Contact

todd.c.oneil@ampf.com

502.489.6900

Designations

ChFC®, APMA®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

University of Louisville, Economics, 1991 - 1995, Louisville, KY

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John W Smith

John W Smith

Financial Advisor

More about me...

Contact

john.w.smith@ampf.com

502.489.6900

Designations

ChFC®, MBA, CLU®, CASL®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving

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Courtney Yartz

Courtney Yartz

Financial Advisor

More about me...

Contact

courtney.j.yartz@ampf.com

502.489.6900

Designations

ChFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education

Education

Bachelor's Degree, Business Adm. and Management, Morehead State University, 2005-2008, Morehead, KY

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Our Staff

Kenna Atwell

Kenna Atwell

Client Service Specialist
Ann Barnett

Ann Barnett

Business Development Manager
Mariza Bartlett

Mariza Bartlett

Client Service Specialist
Madge Brooks

Madge Brooks

Client Service Specialist
Paraplanner
Amanda Caffee

Amanda Caffee

Client Service Specialist
Event Planner
Garrett Collard

Garrett Collard

Business Development Specialist
Cheryl Couch

Cheryl Couch

Client Service Specialist
Brent Dube

Brent Dube

Financial Planning Specialist
Catherine Hampson

Catherine Hampson

Client Service Specialist
Paraplanner
Maria Heckman

Maria Heckman

Financial Planning Assistant
Eric Heick

Eric Heick

Financial Planning Analyst
Paraplanner
Christa Knollman

Christa Knollman

Financial Planning Analyst
Paraplanner
Sean Lutes

Sean Lutes

Financial Planning Analyst
Paraplanner
Chris Meredith

Chris Meredith

Operations Director
Michael Murphy

Michael Murphy

Financial Planning Assistant
Drew Schaefer

Drew Schaefer

Operations Director
Annie Scott

Annie Scott

Financial Planning Specialist
Connor Smith

Connor Smith

Financial Planning Specialist
Lynne Tobey

Lynne Tobey

Client Service Specialist
Linda Tolley

Linda Tolley

Client Service Specialist
Judy Wannemacher

Judy Wannemacher

Client Service Specialist
Paraplanner
Ann Yartz

Ann Yartz

Client Service Specialist
Event Planner
Laura Young

Laura Young

Operations Director