Blue Cardinal Wealth Solutions

Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.


Advisors

Melissa Saleeby

Melissa Saleeby

Financial Advisor

Visit Melissa Saleeby's website
Tommy Truman

Tommy Truman

Financial Advisor

Visit Tommy Truman's website
Mitch Hodgkiss

Mitch Hodgkiss

Associate Manager

Visit Mitch Hodgkiss's website
Bret Urbanski

Bret Urbanski

Financial Advisor

Visit Bret Urbanski's website
William W Hadley

William W Hadley

Financial Advisor

Visit William W Hadley's website

Team

Joshua D. Patterson

Joshua D. Patterson

Registered Practice Associate,

Financial Planning Specialist

Qualifications

  • FINRA Series 7, 66

Roles & Responsibilities

  • Works with Mitch Hodgkiss throughout the process of financial analysis, case design and ongoing plan implementation with clients.
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Karen Trounson

Karen Trounson

Registered Client Service Associate,

Client Concierge

Qualifications

  • FINRA Series 6, 7, 63, 65

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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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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