At Cardinal Pointe Financial Group, our mission is to help our clients navigate through life's journey - the celebrations and the challenges - by delivering comprehensive financial advice with integrity. We aim to inspire confidence, simplify the path to goal achievement, and make a positive impact for future generations. Our core values are integrity, health, family, competence, and community.


Our advisors

Advisor photo for Jeffrey Bellucci

Jeffrey Bellucci

CRPC, ChFC®, APMA

Private Wealth Advisor

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

Cheryl Burress

APMA

Financial Advisor

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

Patricia J Carnovale

CRPC, APMA

Financial Advisor

Learn more about Patricia J Carnovale 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

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

Harry Hadden

Private Wealth Advisor

Learn more about Harry Hadden Visit Harry Hadden's website
Advisor photo for Carl Heick

Carl Heick

CFP®

Private Wealth Advisor

Learn more about Carl Heick Visit Carl Heick's website
Advisor photo for Randall Helt

Randall Helt

CRPC

Financial Advisor

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

Stephen T Hester

CFP®, ChFC®, CRPC

Private Wealth Advisor

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

Bruce Irby

CRPC

Private Wealth Advisor

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

Becky Johnson

MS, CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Becky Johnson Visit Becky Johnson's website
Advisor photo for Jonathan Litmer

Jonathan Litmer

CFP®, APMA

Financial Advisor

Learn more about Jonathan Litmer Visit Jonathan Litmer's website
Advisor photo for Michael Murphy

Michael Murphy

CFP®, APMA

Financial Advisor

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

Todd C O'Neil

ChFC®, APMA

Private Wealth Advisor

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

Adit Ryan

ChFC®, CLU®, ChSNC®, APMA, CRPC, CRPS

Financial Advisor

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

Terry Lee Smallwood

CRPC

Financial Advisor

Learn more about Terry Lee Smallwood 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
Learn more about John W Smith Visit John W Smith's website


Our team

Kenna Atwell

Kenna Atwell

Client Service Specialist,

Paraplanner
Ann Barnett

Ann Barnett

Business Development Manager

Mariza Bartlett

Mariza Bartlett

Client Service Specialist

Kathleen Blasch

Kathleen Blasch

Client Service Specialist

Amanda Caffee

Amanda Caffee

Client Service Specialist,

Paraplanner
Hannah Doan

Hannah Doan

Client Service Specialist

Sylvia Espinoza

Sylvia Espinoza

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

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