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” 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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Mark PhillipsAdvisor
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Stacie HopkinsAdvisor
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Jaime BellAdvisor
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Ben BilhornIntern Advisor
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Collette NagyAdvisor
Hans “John” Scheil, CFP
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, CFP
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, CFP
Advisor
Tom's Bio
Thomas has been with Cardinal since 2013. He was our first intern, offered an internship when one didn’t exist. Thomas got his licenses for life, health and medicare supplements while still in school. Once graduated, he quickly passed his Series 65 in 2015 and has gone on to earn his CFP® certification and become Certified in Long-Term Care (CLTC). Thomas holds a major in Economics and a minor in History from the University of North Carolina at Chapel Hill. As he continues to sharpen his skills studying under John Scheil and Doug Amis, he is excited to put his newly-expanded knowledge into practice while serving his clients at the required fiduciary standard of care. Thomas is married to his beloved wife Chelsey and is smitten as the father of his son, Renly. He loves helping others plan for their futures financially, but 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
Director of Business Development
Erica's Bio
Erica started at Cardinal at the end of 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. While at UNC, she was a member of the Varsity Rowing Team and Carolina Leadership Academy. 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. 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
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
Mark Contact Form
Stacie Hopkins
Advisor
Stacie's Bio
Stacie started at Cardinal in April 2019. She grew up in the rural town of Rockwell, NC before settling in Concord, right outside Charlotte. She received associate degrees in Business Administration as well as Marketing and Retailing from Rowan Cabarrus Community College. Stacie attained her Medicare Supplement and Health insurance licenses in May of 2019 and is currently working on her Life Insurance license. She has a passion for cooking and in her free time she enjoys soapmaking, attending concerts, and spending time with her two dogs.
Contact Stacie
Form Submission - Stacie H - Team Page
Jaime Bell
Advisor
Jaime's Bio
Jaime grew up in Chapel Hill, NC and went to Appalachian State University, where he graduated with a major in Finance & Banking. He started with Cardinal as a summer intern and came on full time following graduation. Jaime attained his Medicare Supplement, Life, and Health insurance licenses in the summer of 2018. When he isn’t working, he enjoys watching sports and listening to music with his cat, Melanie.
Contact Jaime
Form Submission - Erica Patella - Team Page
Ben Bilhorn
Intern Advisor
Ben's Bio
Ben started with Cardinal in the Fall of 2018. He is currently pursuing a degree in Business Administration with a concentration in Information Technology at North Carolina State University. He received his Health and Med Sup/LTC insurance licenses in February 2018. In his free time Ben enjoys being outdoors, making music and spending time with friends.
Contact Ben
Form Submission - Ben B - Team Page
Collette Nagy
Advisor
Collette's Bio
Colette started at Cardinal in 2019 in the Charlotte office. She completed her Paralegal Associate Degree in 2006 and has 10+ years experience in estate planning and transactional real estate. She is conversant in Spanish and is an active volunteer in the international community though outreach and tutoring. In her free time, Colette 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
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 Amis
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
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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.
Office Locations:
Durham Office
2530 Meridian Parkway, Suite 100
Durham, NC 27713
(919) 535-8269
Charlotte Office
8307 University Executive Park Dr, Suite 252
Charlotte, NC 28262
(704) 412-6494
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Medicare experts paired with financial planners - CFPs®, fiduciaries, required to put our clients first.
