Blue Cardinal Wealth Solutions

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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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 Michael Phillips

Michael Phillips

CFP®, MBA, CRPC, RICP®

Private Wealth Advisor

Managing Director
Visit Michael Phillips's website
Advisor photo for Mitch Hodgkiss

Mitch Hodgkiss

CRPC, APMA®

Private Wealth Advisor

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

William W Hadley

CFP®

Private Wealth Advisor

Managing Director
Visit William W Hadley'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

Managing Director
Visit Melissa Saleeby's website
Advisor photo for Josh Patterson

Josh Patterson

APMA®

Financial Advisor

Associate Vice President
Visit Josh Patterson's website


Team

Cheryl Scovell

Cheryl Scovell

Registered Client Service Associate,

Practice Manager

Qualifications

Roles & Responsibilities

  • All administrative services: account opening, account updates, money movement, securities trading, statements and tax forms, appointment scheduling.
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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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Simar Arora

Simar Arora

Client Service Associate

Roles & Responsibilities

  • Account opening, account updates, money movement
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Tanner Braunschweig

Tanner Braunschweig

Registered Client Service Associate,

Financial Planning Specialist

Roles & Responsibilities

  • Tanner will be supporting both our advisors and clients directly assisting with financial planning tasks, preparing plan analysis and deliverables, and ensuring you receive timely and attentive servic
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