WE HELP YOU EMBRACE THE 7 WORRIES IN RETIREMENT
Meet The Team.
Cardinal Advisors can help you sort out the confusion around long-term care, Medicare, Social Security, IRAs, life insurance, and taxes. Consumer education is key to the success of our process, especially when it comes to creating a comprehensive retirement plan. Look around the site. Send an email, give us a call, or message us. We serve clients like you in all 50 states and D.C.
Click on any photo to learn more about or contact a team member.
Our Team.
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Hans “John” Scheil, CFPCEO and Owner
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Doug “Buddy” Amis, CFPVice President
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Jim ScheilPresident
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Thomas “Tom” Griffith, CFPAdvisor
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Erica Patella, CLTCDirector of Business Development
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Barbara Corigliano ScheilAdvisor
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Katrina LyonsAdvisor
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Jacob Pinto, CLTCAdvisor
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Jacob Yocco, CLTCAdvisor
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Andrew SumalloAdvisor
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Stacie HopkinsAdvisor
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Jaime BellAdvisor
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Taha AlfurganiAdvisor
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Ben BilhornIntern Advisor
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Collette NagyAdvisor

Hans “John” Scheil, CFP
Hans' Bio
– Chartered Life Underwriter® (CLU®) from The American College (1990)
– Chartered Financial Consultant® (ChFC®) from The American College (1992)
– Chartered Advisor for Senior Living (CASL) from The American College (2005)
– Certified Financial Planner™ (CFP®) from the CFP® Board of Standards (2010)
John resides in Cary, North Carolina, with his wife, Ronda, and their two sons, Patrick and Stu. He is involved locally with StepUp Ministries and the Alzheimer’s Association. John enjoys golf, boating and leadership.
Contact Hans
Form Submission - Hans Scheil - Team Page

Doug “Buddy” Amis, CFP
Doug's Bio
Buddy holds Economics and English degrees from the University of North Carolina at Chapel Hill. He earned the Kenan-Flagler Business Certificate from the University of North Carolina and a Certificate of Business Excellence from the University of Nebraska at Omaha’s College of Business program.
Buddy resides in Chapel Hill and enjoys sports, hunting, fishing and volunteering.
Contact Doug
Form Submission - Doug Amis - Team Page

Jim Scheil
Jim's Bio
Jim was awarded a certificate in Financial Planning from Duke University in 2013 and holds a degree from the University of North Carolina at Chapel Hill.
Contact Jim
Form Submission - Jim Scheil - Team Page

Thomas “Tom” Griffith, CFP
Tom's Bio
Tom holds a major in Economics and a minor in History from the University of North Carolina at Chapel Hill.
Tom is married to his beloved wife Chelsey and is smitten as the father of his son, Renly. Above all, his greatest joy in life is being a dad. In 2018 he was diagnosed with a rare autoimmune disease, which gives him a unique perspective on planning for the challenges families face when their loved ones are not able to care for themselves.
Contact Tom
Form Submission - Tom Griffith - Team Page

Erica Patella, CLTC
Erica's Bio
While in college, Erica was a member of the Varsity Rowing Team and Carolina Leadership Academy. She grew up all around the country, but has settled into Durham, NC. In her free time, she enjoys cooking, hiking, traveling, and reading.
Contact Erica
Form Submission - Erica Patella - Team Page

Barbara Corigliano Scheil
Barbara's Bio
Barbara completed her MBA in 2005 at Nyack College during her time working in the healthcare industry.
A fun fact about Barbara is that she met her husband, James Scheil, here when she began working for Cardinal and they married in 2015. Barbara enjoys the beach and playing golf, but insists they’re better together and says she’s much better at golf when she’s playing it at the beach.
Contact Barbara
Form Submission - Barbara Scheil - Team Page

Katrina Lyons
Katrina's Bio
Katrina was born and raised in Raleigh, NC and has her Associate’s degree in Business Administration. She enjoys helping people and spending time with family and friends.
Contact Katrina
Form Submission - Katrina Lyons - Team Page

Jacob Pinto, CLTC
Jacob's Bio
Jacob grew up in Albemarle, NC and Horseheads, NY, and likes travelling, rock climbing, marching band, and movies.
Contact Jacob
Form Submission - Jacob Pinto - Team Page

Jacob Yocco, CLTC
Jacob's Bio
Jacob holds an Economics major and a minor in Philosophy, Politics, and Economics from the University of North Carolina at Chapel Hill. He grew up in Fayetteville, NC and now lives in Chapel Hill. When he’s not working he enjoys watching sports, playing soccer, and winning board games.
Contact Jacob
Form Submission - Jacob Yocco - Team Page

Andrew Sumallo
Andrew's Bio
Originally from New Jersey, Drew moved to North Carolina in 2003 and now lives in Raleigh. He spends his free time traveling, working out, and playing sports.
Contact Andrew
Form Submission - Andrew Sumallo - Team Page

Stacie Hopkins
Stacie's Bio
Stacie holds associate degrees in Business Administration as well as Marketing and Retailing from Rowan Cabarrus Community College.
Stacie grew up in the rural town of Rockwell, NC before settling in Concord, right outside Charlotte. She has a passion for cooking and in her free time enjoys soapmaking, attending concerts, and spending time with her two dogs.
Contact Stacie
Form Submission - Stacie H - Team Page

Jaime Bell
Jaime's Bio
Jaime holds a major in Finance & Banking from Appalachian State University.
Jaime grew up in Chapel Hill, NC. When he isn’t working, he enjoys watching sports and listening to music with his cat, Melanie.
Contact Jaime
Form Submission - Jaime Bell - Team Page

Taha Alfurgani
Taha's Bio
Contact Taha
Form Submission - Taha A - Team Page

Ben Bilhorn
Ben's Bio
Ben is currently pursuing a degree in Business Administration with a concentration in Information Technology at North Carolina State University. In his free time, he enjoys being outdoors, making music, and spending time with friends.
Contact Ben
Form Submission - Ben B - Team Page

Collette Nagy
Collette's Bio
Collette is conversant in Spanish and is an active volunteer in the international community though outreach and tutoring. In her free time, she enjoys knitting and crochet projects as well as getting outside on the Greenway.
Contact Collette
Form Submission -Collette Nagy - Team Page
Administration.

Mackenzie Gokey, CLTC
Mackenzie's Bio
Mackenzie graduated magna cum laude from North Carolina State University in 2015 with degrees in Communication and English.
In her spare time, Mackenzie enjoys reading, cooking, watching football, and going to concerts.
Contact Mackenzie
Form Submission - Mackenzie Gokey - Team Page

Christiana Amis
Christiana's Bio
Christiana graduated from the University of North Carolina at Chapel Hill. She enjoys reading and scuba diving and is an enthusiastic “foodie.”
Contact Christiana
Form Submission - Christiana Prince - Team Page
Call (919) 535-8261 today for a FREE quote comparison of more than 30 companies!
Making Medicare (and retirement) Easy
Our site and our agents are here to give you valuable, unbiased information about your Medicare choices. Find out more info about parts, plans, and prescriptions quickly.
Support for Life
We provide lifetime assistance with your insurance policies. We're here to help you sort through the statements, resolve unpaid claims, and search for affordable options that fit your needs. You are not in this alone.
We work for you, not the insurance companies
No more having to find the only guy in town who sells for one insurance agency. At Cardinal, we are licensed in all 50 states and D.C. with clients in every location. We sell for over 30 insurance companies, and can get you the best priced plan for your needs.
Connect with us:
Office Locations:
Durham Office
2530 Meridian Parkway, Suite 100
Durham, NC 27713
(919) 535-8261
Charlotte Office
8307 University Executive Park Dr, Suite 252
Charlotte, NC 28262
(704) 412-6494
Greensboro Office
6520 Airport Center Drive, Suite 100
Greensboro, NC 27409
Medicare experts paired with financial planners - CFPs®, fiduciaries, required to put our clients first.


