Cardinal Pointe Financial Group

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


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Team photo for Cardinal Pointe Financial Group
Team photo for Cardinal Pointe Financial Group

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Advisors

Advisor photo for Jeffrey Bellucci

Jeffrey Bellucci

CRPC, ChFC®, APMA

Private Wealth Advisor

Business Financial Advisor
Visit Jeffrey Bellucci's website
Advisor photo for Cheryl Burress

Cheryl Burress

APMA

Financial Advisor

Visit Cheryl Burress's website
Advisor photo for Patricia J Carnovale

Patricia J Carnovale

CRPC, APMA

Financial Advisor

Visit Patricia J Carnovale's website
Advisor photo for Scott Allen Edwards

Scott Allen Edwards

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

Private Wealth Advisor

Visit Scott Allen Edwards's website
Advisor photo for Harry Hadden

Harry Hadden

Private Wealth Advisor

Visit Harry Hadden's website
Advisor photo for Carl Heick

Carl Heick

CFP®

Private Wealth Advisor

Visit Carl Heick's website
Advisor photo for Randall Helt

Randall Helt

CRPC

Financial Advisor

Visit Randall Helt's website
Advisor photo for Stephen T Hester

Stephen T Hester

CFP®, ChFC®, CRPC

Private Wealth Advisor

Visit Stephen T Hester's website
Advisor photo for Bruce Irby

Bruce Irby

CRPC

Private Wealth Advisor

Franchise Owner
Visit Bruce Irby's website
Advisor photo for Becky Johnson

Becky Johnson

MS, CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Becky Johnson's website
Advisor photo for Jon Lintner

Jon Lintner

Financial Advisor

Visit Jon Lintner's website
Advisor photo for Jonathan Litmer

Jonathan Litmer

CFP®, APMA

Financial Advisor

Visit Jonathan Litmer's website
Advisor photo for Michael Murphy

Michael Murphy

CFP®, APMA

Financial Advisor

Visit Michael Murphy's website
Advisor photo for Todd C O'Neil

Todd C O'Neil

ChFC®, APMA

Private Wealth Advisor

Chartered Financial Consultant®
Visit Todd C O'Neil's website
Advisor photo for Adit Ryan

Adit Ryan

ChFC®, CLU®, ChSNC®, APMA, CRPC, CRPS

Financial Advisor

Visit Adit Ryan's website
Advisor photo for Terry Lee Smallwood

Terry Lee Smallwood

CRPC

Financial Advisor

Visit Terry Lee Smallwood's website
Advisor photo for John W Smith

John W Smith

BFA, ChFC®, CLU®, CRPC, APMA, AIF®, CASL®

Private Wealth Advisor

Managing Partner of Cardinal Pointe Financial Group
Visit John W Smith's website
Advisor photo for Barry Whitt

Barry Whitt

Financial Advisor

Visit Barry Whitt's website


Team

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

Kathleen Blasch

Kathleen Blasch

Client Service Specialist

Sylvia Espinoza

Sylvia Espinoza

Client Service Specialist

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

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

Laura Young

Laura Young

Operations Director