Cardinal Pointe Financial Group

With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Advisors

Jeffrey Bellucci, Private Wealth Advisor serving the Florence, KY area - Ameriprise Advisors

Jeffrey Bellucci

CRPC, ChFC®, APMA, CKA®

Private Wealth Advisor

Business Financial Advisor
Visit Jeffrey Bellucci's website
Cheryl Burress, Financial Advisor serving the Florence, KY area - Ameriprise Advisors

Cheryl Burress

Financial Advisor

Visit Cheryl Burress's website
Patricia J Carnovale, Financial Advisor serving the Florence, KY area - Ameriprise Advisors

Patricia J Carnovale

Financial Advisor

Visit Patricia J Carnovale's website
Brent Dube, Financial Advisor serving the Florence, KY area - Ameriprise Advisors

Brent Dube

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brent Dube's website
Scott Allen Edwards, Private Wealth Advisor serving the Florence, KY area - Ameriprise Advisors

Scott Allen Edwards

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

Private Wealth Advisor

Visit Scott Allen Edwards's website
Harry Hadden, Private Wealth Advisor serving the Florence, KY area - Ameriprise Advisors

Harry Hadden

CIMA®

Private Wealth Advisor

Visit Harry Hadden's website
Carl Heick, Private Wealth Advisor serving the Florence, KY area - Ameriprise Advisors

Carl Heick

CFP®, ChFC®, APMA

Private Wealth Advisor

Visit Carl Heick's website
Randall Helt, Financial Advisor serving the Florence, KY area - Ameriprise Advisors

Randall Helt

CRPC

Financial Advisor

Visit Randall Helt's website
Stephen T Hester, Private Wealth Advisor serving the Florence, KY area - Ameriprise Advisors

Stephen T Hester

CFP®, ChFC®, CRPC

Private Wealth Advisor

Visit Stephen T Hester's website
Bruce Irby, Private Wealth Advisor serving the Florence, KY area - Ameriprise Advisors

Bruce Irby

CRPC

Private Wealth Advisor

Franchise Owner
Visit Bruce Irby's website
Becky Johnson, Private Wealth Advisor serving the Florence, KY area - Ameriprise Advisors

Becky Johnson

CFP®, MS

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Becky Johnson's website
Jon Lintner, Financial Advisor serving the Florence, KY area - Ameriprise Advisors

Jon Lintner

Financial Advisor

Visit Jon Lintner's website
Jonathan Litmer, Financial Advisor serving the Florence, KY area - Ameriprise Advisors

Jonathan Litmer

CFP®, APMA

Financial Advisor

Visit Jonathan Litmer's website
Michael Murphy, Financial Advisor serving the Florence, KY area - Ameriprise Advisors

Michael Murphy

CFP®, APMA

Financial Advisor

Visit Michael Murphy's website
Todd C O'Neil, Private Wealth Advisor serving the Florence, KY area - Ameriprise Advisors

Todd C O'Neil

ChFC®, APMA

Private Wealth Advisor

Chartered Financial Consultant®
Visit Todd C O'Neil's website
Adit Ryan, Financial Advisor serving the Florence, KY area - Ameriprise Advisors

Adit Ryan

APMA, ChFC®, ChSNC®, CLU®, CRPS, CRPC

Financial Advisor

Visit Adit Ryan's website
Terry Lee Smallwood, Financial Advisor serving the Florence, KY area - Ameriprise Advisors

Terry Lee Smallwood

CRPC

Financial Advisor

Visit Terry Lee Smallwood's website
John W Smith, Private Wealth Advisor serving the Florence, KY area - Ameriprise Advisors

John W Smith

ChFC®, CLU®, CRPC, APMA, AIF®

Private Wealth Advisor

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

Team

Alexus Abbott

Alexus Abbott

Client Service Specialist

Kenna Atwell

Kenna Atwell

Client Service Specialist,

Paraplanner
Ann Barnett

Ann Barnett

Business Development Manager

Mariza Bartlett

Mariza Bartlett

Client Service Specialist

Amanda Caffee

Amanda Caffee

Client Service Specialist,

Paraplanner
Hannah Doan

Hannah Doan

Client Service Specialist

Alexis Fassette

Alexis Fassette

Financial Planning Specialist

Derek Head

Derek Head

Investment Manager

Eric Heick

Eric Heick

Financial Planning Analyst,

Paraplanner
Thomas Howard

Thomas Howard

Financial Planning Specialist

Elizabeth  Johanson

Elizabeth Johanson

Client Service Specialist,

Paraplanner
Christa Knollman

Christa Knollman

Financial Planning Analyst,

Paraplanner
Kevin Lincoln

Kevin Lincoln

Investment Specialist,

Paraplanner
Kevin Lush, MBA

Kevin Lush, MBA

Operations Director

Ilse Mocke

Ilse Mocke

Client Service Specialist

Lillian Moore

Lillian Moore

Client Service Specialist,

Paraplanner
Fatima Padilla

Fatima Padilla

Client Service Specialist

Denise Rice

Denise Rice

Marketing Manager

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

Judy Wannemacher

Judy Wannemacher

Client Service Specialist,

Paraplanner
Laura Young

Laura Young

Operations Director