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.
Hans “John” Scheil, CFPCEO and Owner
Doug “Buddy” Amis, CFPVice President
Thomas “Tom” Griffith, CFPAdvisor
Erica Patella, CLTCDirector of Business Development
Barbara Corigliano ScheilAdvisor
Jacob Pinto, CLTCAdvisor
Jacob Yocco, CLTCAdvisor
Ben BilhornIntern Advisor
Hans “John” Scheil, CFP
– 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.
Form Submission - Hans Scheil - Team Page
Doug “Buddy” Amis, CFP
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.
Form Submission - Doug Amis - Team Page
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.
Form Submission - Jim Scheil - Team Page
Thomas “Tom” Griffith, CFP
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.
Form Submission - Tom Griffith - Team Page
Erica Patella, CLTC
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.
Form Submission - Erica Patella - Team Page
Barbara Corigliano Scheil
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.
Form Submission - Barbara Scheil - Team Page
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.
Form Submission - Katrina Lyons - Team Page
Jacob Pinto, CLTC
Jacob grew up in Albemarle, NC and Horseheads, NY, and likes travelling, rock climbing, marching band, and movies.
Form Submission - Jacob Pinto - Team Page
Jacob Yocco, CLTC
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.
Form Submission - Jacob Yocco - Team Page
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.
Form Submission - Andrew Sumallo - Team Page
Mark spent a few years working with veterans and their families, and 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, watching sports, and joking with friends.
Mark Contact Form
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.
Form Submission - Stacie H - Team Page
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.
Form Submission - Jaime Bell - Team Page
Form Submission - Taha A - Team Page
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.
Form Submission - Ben B - Team Page
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.
Form Submission -Collette Nagy - Team Page
Mackenzie Gokey, CLTC
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.
Form Submission - Mackenzie Gokey - Team Page
Christiana graduated from the University of North Carolina at Chapel Hill. She enjoys reading and scuba diving and is an enthusiastic “foodie.”
Form Submission - Christiana Prince - Team Page
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2530 Meridian Parkway, Suite 100
Durham, NC 27713
8307 University Executive Park Dr, Suite 252
Charlotte, NC 28262
6520 Airport Center Drive, Suite 100
Greensboro, NC 27409