Blue Cardinal Wealth Solutions

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Mitch Hodgkiss

Mitch Hodgkiss

CRPC®, APMA®

Private Wealth Advisor

Managing Director
Visit Mitch Hodgkiss's website
Joshua Patterson

Joshua Patterson

APMA®

Financial Advisor

Visit Joshua Patterson's website
Tommy Truman

Tommy Truman

Financial Advisor

Managing Director
Visit Tommy Truman's website
Melissa Saleeby

Melissa Saleeby

Financial Advisor

Associate Vice President
Visit Melissa Saleeby's website
William W Hadley

William W Hadley

CFP®

Financial Advisor

Managing Director
Visit William W Hadley's website
Bret Urbanski

Bret Urbanski

Financial Advisor

Managing Director
Visit Bret Urbanski's website

Team

Karen Trounson

Karen Trounson

Registered Client Service Associate,

Client Concierge

Qualifications

  • FINRA Series 6, 7, 63, 65
  • Life and Health Insurance licenses

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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Ryan O'Connor

Ryan O'Connor

Registered Client Service Associate,

Financial Planning Specialist

Qualifications

  • FINRA Series 7, 63, SIE

Roles & Responsibilities

  • Coordination and inputting of client planning data, creating protection strategies and generating illustrations, and managing the website and social media announcements
  • Assisting clients with their service needs
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