Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Financial Planning for Small Business
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Charitable Giving Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Military Financial Planning
  • Investment Management

Awards & recognition

  • Cardinal Pointe Financial Group, Forbes Best-in-State Wealth Management Teams, 2025, 2026
  • Cardinal Pointe Financial Group, Louisville Business First Best Places to Work, 2026
  • Cardinal Pointe Financial Group, Ameriprise Client Experience Award, 2022-2023, 2025
  • Jeffrey Bellucci, Ameriprise Circle of Success, 2024, 2025
  • Scott Allen Edwards, Ameriprise Circle of Success, 2024, 2025
  • Todd C O'Neil, Ameriprise Circle of Success, 2024, 2025
  • John W Smith, Ameriprise Circle of Success, 2024, 2025
  • Cardinal Pointe Financial Group, Quantum Certified Workplace, 2026

Community participation

Community is a core value of our team, and part of our mission is helping to make a lasting positive impact across generations. We support our communities through individual and team volunteerism, fundraisers, and helping clients plan philanthropic giving. Some of the organizations and events our team actively supports include:

  • Community Food Banks
  • Hopeful Hearts Foundation
  • Ronald McDonald House
  • Pat Rupp Memorial Golf Tournament
  • Special Olympics
  • Therapeutic Riding of Tucson

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Cardinal Pointe Financial Group has been named to the 2026 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.