919-535-8261

The Complete Cardinal Guide

TO PLANNING FOR AND LIVING IN

RETIREMENT

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.

 

Hans “John” Scheil, CFP

Hans “John” Scheil, CFP

CEO and Owner
Hans' Bio
Hans “John” Scheil is the author of The Complete Cardinal Guide and has over 40 years of experience specializing in helping individuals at or near retirement reach their retirement goals. John’s career began at the age of 18, when he sold insurance while attending college full time, and his years in the insurance industry included positions as a Branch Manager, National Sales Director, and Senior Vice President for several nationally recognized insurance companies. John holds a Bachelor of Science degree from Northern Illinois University (1980) and a Master of Science in Management from The American College (2007).  He also earned designations as:

– 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

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Doug “Buddy” Amis, CFP

Doug “Buddy” Amis, CFP

Vice President
Doug's Bio
Buddy has been with Cardinal since the beginning. He began his financial career as a Financial Advisor and attained his Series 7 and 66 licenses when he worked for a nationally-recognized broker dealer and investment adviser in 2012. After a period of intense study, along with his apprenticeship under John Scheil, Buddy earned his CFP® certification. Currently, he’s co-authoring the soon-to-be released second edition of “The Complete Cardinal Guide to Planning for and Living in Retirement”.

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

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Jim Scheil

Jim Scheil

President
Jim's Bio
Jim Scheil entered the insurance business in October of 2010 when he joined the family’s agency, and has been very successful helping retired individuals plan for Long-Term Care, Medicare and Life Insurance. He also often helps our clients and their children purchase ACA-compliant health insurance.

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

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Thomas “Tom” Griffith, CFP

Thomas “Tom” Griffith, CFP

Advisor
Tom's Bio
Tom has been with Cardinal since 2013. He began his career at Cardinal Advisors at its first intern; offered an internship when one didn’t exist. Tom obtained his licenses for life, health, and medicare supplements while still in college. Once graduated, he quickly passed his Series 65 in 2015 and has since earned his CFP® certification and become Certified in Long-Term Care (CLTC). Tom is passionate about serving his clients at the required fiduciary standard of care and loves helping others plan for their futures financially.

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

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Erica Patella, CLTC

Erica Patella, CLTC

Director of Business Development
Erica's Bio
Erica started at Cardinal Advisors in 2015 after earning her degree from the University of North Carolina at Chapel Hill with a double major in Peace, War, and Defense and Political Science. Since joining Cardinal’s team, she has obtained her insurance and Series 65 licenses, and is actively studying to attain her CFP® designation. At the beginning of 2019, Erica was promoted to Director of Business Development and earned her CLTC designation.

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

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Barbara Corigliano Scheil

Barbara Corigliano Scheil

Advisor
Barbara's Bio
Barbara Scheil spent 20 years in the healthcare industry before beginning her insurance career in New York. She eventually landed in Cary, NC and joined Cardinal Advisors’ team in 2014. She now considers it home.

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

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Katrina Lyons

Katrina Lyons

Advisor
Katrina's Bio
Katrina Lyons started at Cardinal Advisors in September of 2012. She attained her Medicare Supplement, Life, and Health insurance licenses in March of 2014.

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

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Jacob Pinto, CLTC

Jacob Pinto, CLTC

Advisor
Jacob's Bio
Jacob Pinto joined Cardinal Advisors’ team at the end of 2016. He has a B.A. in Psychology from the University of North Carolina at Chapel Hill, and realized his passion for helping people while working with a group home organization specializing in Autism services.

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

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Jacob Yocco, CLTC

Jacob Yocco, CLTC

Advisor
Jacob's Bio
Jacob first joined Cardinal Advisors’ team as an intern in the summer of 2016. After graduating in the spring of 2017, he started working at Cardinal full-time.

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

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Andrew Sumallo

Andrew Sumallo

Advisor
Andrew's Bio
Drew joined Cardinal Advisors’ team in the summer of 2017 with an interest in financial planning after working in banking for a few years in Charlotte, NC. He graduated from the University of North Carolina at Chapel Hill in 2014 with an Exercise and Sport Science Bachelor’s Degree.

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

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Stacie Hopkins

Stacie Hopkins

Advisor
Stacie's Bio
Stacie joined Cardinal Advisors’ team in April 2019. She attained her Medicare Supplement and Health insurance licenses in May of 2019 and is currently working on her Life Insurance license.

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 Bell

Advisor
Jaime's Bio
Jaime Bell joined Cardinal Advisors’ team as a summer intern in 2018 and returned to Cardinal full-time following his graduation in 2019. He has since attained his Medicare Supplement, Life, and Health insurance licenses.

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 Alfurgani

Advisor
Taha's Bio
Taha joined Cardinal in 2018. Born and raised in Libya, North Africa, he came to America in pursuit of education and graduated from the University of North Carolina at Greensboro in May 2018 with a degree in Finance. He obtained his Medicare Supplement, Health and Life insurance license in June 2018 and is aspiring to obtain the CFP certification in the near future. When he is not working, Taha enjoys playing and watching Soccer as well as Food!

Contact Taha

Form Submission - Taha A - Team Page

Ben Bilhorn

Ben Bilhorn

Intern Advisor
Ben's Bio
Ben Bilhorn joined Cardinal Advisors’ team in the Fall of 2018. He received his Health and Med Sup/LTC insurance licenses in February 2018.

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 Nagy

Advisor
Collette's Bio
Collette Nagy joined Cardinal Advisors’ team in 2019 at the Charlotte office. She completed her Paralegal Associate Degree in 2006 and has 10+ years experience in estate planning and transactional real estate.

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 Gokey, CLTC

Marketing
Mackenzie's Bio
Mackenzie Gokey joined Cardinal Advisors’ team in the summer of 2016 and leads the marketing team. She attained her Medicare Supplement, Life, and Health insurance licenses in February 2017.

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

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Christiana Amis

Christiana Amis

Office Manager
Christiana's Bio
Christiana Amis joined Cardinal Advisors’ team in 2015 after working in independent bookstores for 8 years. She’s usually the one you’ll find answering your call at the office, and is kept happily busy providing general support to team members and clients.

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

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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.

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