Blue Cardinal Wealth Solutions

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 Blue Cardinal Wealth Solutions
Team photo for Blue Cardinal Wealth Solutions

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Advisors

Advisor photo for Joshua Patterson

Joshua Patterson

APMA

Financial Advisor

Associate Vice President
Visit Joshua Patterson's website
Advisor photo for Mitch Hodgkiss

Mitch Hodgkiss

APMA

Private Wealth Advisor

Managing Director
Visit Mitch Hodgkiss's website
Advisor photo for William W Hadley

William W Hadley

CFP®

Financial Advisor

Managing Director
Visit William W Hadley's website
Advisor photo for Bret Urbanski

Bret Urbanski

Financial Advisor

Managing Director
Visit Bret Urbanski's website
Advisor photo for Tommy Truman

Tommy Truman

Financial Advisor

Managing Director
Visit Tommy Truman's website
Advisor photo for Melissa Saleeby

Melissa Saleeby

CRPC

Financial Advisor

Vice President
Visit Melissa Saleeby's website


Team

Karen Trounson

Karen Trounson

Registered Client Service Associate,

Client Concierge

Roles & Responsibilities

  • All administrative services: account opening, account updates, money movement, securities trading, statements and tax forms, appointment scheduling.
  • Client event/seminar information and RSVP, technology resources including Ameriprise.com, Total View and connecting with us on social media.
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Ryan O'Connor

Ryan O'Connor

Registered Client Service Associate

Anna Cannon

Anna Cannon

Registered Client Service Associate,

Client Relationship Specialist

Qualifications

  • FINRA Series 7, 63, SIE

Roles & Responsibilities

  • All administrative services: account opening, account updates, money movement, securities trading, statements and tax forms, appointment scheduling.
  • Client event/seminar information and RSVP, technology resources including Ameriprise.com, Total View and connecting with us on social media.
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Erin Ford

Erin Ford

Client Service Associate,

Marketing Specialist

Roles & Responsibilities

  • Assisting clients with technology resources including Ameriprise.com, Ameriprise App, and Total View.
  • Client event and seminar coordination and execution.
  • Marketing and Social Media coordination.
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