The Complete Cardinal Guide
TO PLANNING FOR AND LIVING IN
RETIREMENT
WE HELP YOU EMBRACE THE 7 WORRIES IN RETIREMENT
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.
Our Team
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Hans “John” ScheilCEO and Owner
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Doug “Buddy” AmisVice President
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Jim ScheilPresident
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Thomas “Tom” GriffithAdvisor
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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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Mark PhillipsAdvisor
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David PankeyAdvisor
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Taha AlfurganiAdvisor
Hans “John” Scheil
CEO and Owner
Hans' Bio
Hans “John” Scheil is the author of The Complete Cardinal Guide to Planning for and Living in Retirement. He has over 36 years of progressively responsible 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
Doug “Buddy” Amis
Vice President
Doug's Bio
Doug has been with Cardinal since the beginning. Doug’s financial career started as a Financial Advisor. He attained his Series 7 and 66 licenses and began work for a nationally-recognized broker dealer and investment adviser in 2012. Doug 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. After a period of intense study, along with his apprenticeship under John Scheil, Doug has recently earned his CFP® certification. He is excited to put his newly-expanded knowledge and skills into practice while serving his clients at the required fiduciary standard of care. He is also co-authoring the soon-to-be released accompanying workbook to “The Complete Cardinal Guide to Planning for and Living in Retirement” as well as the second edition. Doug resides in Chapel Hill and enjoys sports, hunting, fishing and volunteering.
Contact Doug
Form Submission - Doug Amis - Team Page
Jim Scheil
President
Jim's Bio
Jim Scheil was awarded a certificate in Financial Planning from Duke University in 2013. He entered the insurance business in October of 2010 when he joined the family’s agency, and he has been very successful helping retired individuals plan for Long-Term Care, Medicare and Life Insurance. He has also helped our clients and their children purchase ACA-compliant health insurance. Jim holds a degree from the University of North Carolina at Chapel Hill.
Contact Jim
Form Submission - Jim Scheil - Team Page
Thomas “Tom” Griffith
Advisor
Tom's Bio
Tom started at Cardinal in 2013. He has since attained his Series 65 license and is actively studying to attain his CFP® designation. He grew up in Charlotte, NC, and first became interested in a Financial Career during his time in Boy Scouts, where he earned the rank of Eagle Scout. Tom holds an Economics degree and a minor in History from the University of North Carolina at Chapel Hill. He currently resides in Raleigh and enjoys watching sports, volunteering and cooking.
Contact Tom
Form Submission - Tom Griffith - Team Page
Erica Patella, CLTC
Director of Business Development
Erica's Bio
Erica Patella started at Cardinal in the beginning of 2016 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. She started out as an intern while she worked on obtaining her insurance licenses and paralegal certificate and then joined the team full time in the summer. In her free time she enjoys rowing, reading, and volunteering.
Contact Erica
Form Submission - Erica Patella - Team Page
Barbara Corigliano Scheil
Advisor
Barbara's Bio
Barbara Scheil spent 20 years in the healthcare industry before beginning her insurance career 8 years ago in New York. During her time in healthcare she continued to enhance her skills and completed her MBA in 2005 at Nyack College. She landed in Cary, NC, by way of Illinois, joined Cardinal in 2014 and now considers it home. She also found her husband here, James Scheil; they married in 2015. Barbara enjoys the beach and playing golf, but she is much better at the beach!
Contact Barbara
Form Submission - Barbara Scheil - Team Page
Katrina Lyons
Advisor
Katrina's Bio
Katrina Lyons started at Cardinal in September of 2012. She was born and raised in Raleigh, NC, and has her Associate’s degree in Business Administration. Katrina attained her Medicare Supplement, Life, and Health insurance licenses in March of 2014. She enjoys helping people and spending time with family and friends.
Contact Katrina
Form Submission - Katrina Lyons - Team Page
Jacob Pinto, CLTC
Advisor
Jacob's Bio
Jacob Pinto began working at Cardinal at the end of 2016. He has a BA 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
Jacob Yocco, CLTC
Advisor
Jacob's Bio
Jacob first started with Cardinal as an intern in the summer of 2016. After graduating from the University of North Carolina at Chapel Hill in the spring of 2017 with an Economics major and a minor in Philosophy, Politics, and Economics, he came back to work full time. Jacob grew up in Fayetteville, NC and now lives in Chapel Hill. When he’s not working he enjoys watching sports, playing soccer, and playing board games.
Contact Jacob
Form Submission - Jacob Yocco - Team Page
Andrew Sumallo
Advisor
Andrew's Bio
Drew started with Cardinal 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 uses up his free time by traveling, working out, or playing sports.
Contact Andrew
Form Submission - Andrew Sumallo - Team Page
Mark Phillips
Advisor
Mark's Bio
Mark joined Cardinal in early 2018. He has a BS in Accounting from North Carolina State University and a paralegal certificate from Meredith College. During his years of working with veterans and their families, he took great pride in supporting those who served our country through complex and stressful situations. Mark was born in Wilmington, NC. In his spare time, Mark enjoys exercising, cooking, and watching sports.
Contact Mark
Form Submission - Jim Scheil - Team Page
David Pankey
Advisor
David's Bio
David began work at Cardinal in October 2018. He attended Shorter University in the Business Management curriculum. In addition to being employed by Cardinal, he is the leader/pianist of The David Pankey Trio, which is a jazz trio headquartered in Charlotte.
Contact David
Form Submission - David P - Team Page
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
Administration
Mackenzie Gokey, CLTC
Marketing
Mackenzie's Bio
Mackenzie graduated magna cum laude from North Carolina State University in 2015 with degrees in Communication and English. She started at Cardinal in the summer of 2016 and quickly joined the marketing team. She attained her Medicare Supplement, Life, and Health insurance licenses in February 2017. In her spare time, Mackenzie enjoys reading, cooking, watching football, and going to concerts.
Contact Mackenzie
Form Submission - Mackenzie Gokey - Team Page
Christiana Prince
Office Manager
Christiana's Bio
Christiana Prince graduated from the University of North Carolina at Chapel Hill and worked in independent bookstores for 8 years before joining Cardinal in 2015. She is usually the one you’ll find answering your call at the office, and is kept happily busy providing general support to the Cardinal team. She enjoys reading and scuba diving and is an enthusiastic “foodie.”
Contact Christiana
Form Submission - Christiana Prince - Team Page
Cardinal Guide
Durham Office
2530 Meridian Parkway,
Suite 100
Durham, NC 27713
Charlotte Office
8307 University Executive Park Dr,
Charlotte, NC, 28262
Greensboro Office
6520 Airport Center Drive,
Suite 100
Greensboro, NC 27409
Contact
Hans@cardinalguide.com
Mon-Fri: 9 am - 6 PM (EST)
Saturday-Sunday: Closed
919-535-8261
Charlotte and Greensboro office visits by appointment only.
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