The Team

Cardinal Pointe Financial Group

Our Advisors

Jeffrey Bellucci

Jeffrey Bellucci

Private Wealth Advisor

More about me...

Designations

CRPC®, ChFC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Small Business

Education

Master of Science, Engineering, University of Kentucky, Lexington, KY, Bachelor of Science, Engineering, University of Kentucky, Lexington, KY

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Cheryl Burress

Cheryl Burress

Financial Advisor

More about me...

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Cash Flow Management Strategies

Education

University of Louisville, Bachelor of Science (B.S.), Jefferson Community & Technical College (A.A.), Spencerian College, Diploma

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Patricia J Carnovale

Patricia J Carnovale

Financial Advisor

More about me...

Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Education

B.A. Degree in Business from Washington State University
CA Insurance #0G08913

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Gary Dehner

Gary Dehner

Financial Advisor

Scott Allen Edwards

Scott Allen Edwards

Private Wealth Advisor

More about me...

Designations

CFP®, CAP®, CLU®, CRPC®, ChFC®

Top Areas of Focus

  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies

Education

Southern Polytechnic State: Bachelor of Science - Industrial Engineering Technology (1988-1991), Paducah Community College (1986-1988)
CA Insurance #0G81397

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Conway Halsall

Conway Halsall

Financial Advisor

More about me...

Designations

CFP®, CLU®, ChFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Women's Financial Strategies

Education

University of Virginia - Master of Engineering, Nuclear Engineering, 1986, Louisiana State University - Bachelor of Science, Applied Mathematics, 1975, Benjamin Franklin High School, 1971

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C Derek Head

C Derek Head

Financial Advisor

More about me...

Designations

ChFC®, CASL®, CLU®, APMA®

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Retirement Income Strategies

Education

BA, Furman University, Greenville, SC 1987 - 1991

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Carl Heick

Carl Heick

Private Wealth Advisor

More about me...

Designations

CFP®, ChFC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

Bachelor of Science, 1983, Business Administration, University of Louisville

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Randall Helt

Randall Helt

Financial Advisor

More about me...

Designations

CRPC®

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Investments

Education

Bachelor of Science, 1983, agricultural economics, The Ohio State University, Columbus, OH
CA Insurance #0I21392 AR License #2777538

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Bruce Irby

Bruce Irby

Private Wealth Advisor

More about me...

Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies

Education

Degree, University of Arizona, Tucson, Arizona
CA Insurance #0764049

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Becky Johnson

Becky Johnson

Private Wealth Advisor

More about me...

Designations

CFP®, MS

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
CA Insurance #0776772 AR License #329967

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Jon Lintner

Jon Lintner

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies

Education

University of Louisville: Bachelor of Science - Business Administration (1985)

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Jonathan Litmer

Jonathan Litmer

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management

Education

University of Cincinnati: Bachelor's Degree - Business Management & Marketing

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Todd C O'Neil

Todd C O'Neil

Private Wealth Advisor

More about me...

Designations

ChFC®, APMA®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

University of Louisville, Economics, 1991 - 1995, Louisville, KY

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Adit Ryan

Adit Ryan

Financial Advisor

More about me...

Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

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Terry Smallwood

Terry Smallwood

Financial Advisor

John W Smith

John W Smith

Financial Advisor

More about me...

Designations

ChFC®, MBA, CLU®, CASL®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving

VISIT MY WEBSITE

Courtney Yartz

Courtney Yartz

Financial Advisor

More about me...

Designations

ChFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education

Education

Bachelor's Degree, Business Adm. and Management, Morehead State University, 2005-2008, Morehead, KY

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Our Staff

Kenna Atwell

Kenna Atwell

Client Service Specialist

Paraplanner
Ann Barnett

Ann Barnett

Business Development Manager

Mariza Bartlett

Mariza Bartlett

Client Service Specialist

Madge Brooks

Madge Brooks

Client Service Specialist

Paraplanner
Cheryl Couch

Cheryl Couch

Client Service Specialist

Brent Dube

Brent Dube

Financial Planning Specialist

Eric Heick

Eric Heick

Financial Planning Analyst

Paraplanner
Christa Knollman

Christa Knollman

Financial Planning Analyst

Paraplanner
Sean Lutes

Sean Lutes

Financial Planning Analyst

Paraplanner
Chris Meredith

Chris Meredith

Operations Director

Annie Scott

Annie Scott

Financial Planning Analyst

Paraplanner
Connor Smith

Connor Smith

Financial Planning Specialist

Lynne Tobey

Lynne Tobey

Client Service Specialist

Judy Wannemacher

Judy Wannemacher

Client Service Specialist

Paraplanner
Ann Yartz

Ann Yartz

Client Service Specialist

Event Planner
Laura Young

Laura Young

Operations Director