Cardinal Retirement Planning, Inc.

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Doug “Buddy” Amis, CFP®

Chief Executive Officer (CEO) and Owner

Cardinal Retirement Planning, Inc.

Before chartering Cardinal Retirement Planning, Inc. with Hans Scheil, Doug “Buddy” Amis started his financial services career as a Financial Advisor and Registered Representative for a nationally-recognized broker dealer and investment advisor. He earned his Series 7 and 66 securities registrations within months of graduating from the University of North Carolina at Chapel Hill. Buddy has a Bachelor of Arts degree, majoring in both Economics and English.

Following graduation he continued to develop his skills. He earned the Kenan-Flagler Business Essentials Certificate from the University of North Carolina at Chapel Hill and a Certificate of Business Excellence in Lifelong Learning from the University of Nebraska at Omaha’s College of Business program.

In 2016 Buddy earned his Certified Financial Planner™ designation and used his experience and knowledge to co-author a workbook that helps readers of The Complete Cardinal Guide to Planning For and Living In Retirement prepare for retirement and understand some of the planning techniques discussed in the Guide. In 2018, Buddy purchased Cardinal Retirement Planning, Inc. from John. This was the next step in their plan to provide additional financial services to clients across North Carolina, Florida, South Carolina, Texas, Virginia and other states where legally permitted. Buddy continues to volunteer with his fraternity and alma mater, acting as a chapter advisor and scholarship advisor. He resides in Durham with his fiancée and their dog and two cats.


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Michael “Mike” Aguilar, PhD.

Chief Investment Officer (CIO)

Cardinal Retirement Planning, Inc.

Prior to becoming the CIO of Cardinal Retirement Planning, Inc., Mike worked in both the public and private sectors. He began his professional career as an Assistant Analyst in the National Security Division of the Congressional Budget Office after earning his Masters in Economics from New York University (NYU). In time he transitioned to Wall Street, serving as a Macroeconomic Strategist for J&W Seligman (an investment management company that had over $40 billion in assets under management). Mike was a member of the Risk Management committee and provided “top down” investment advice that was used by portfolio managers and financial advisors. Also during his tenure at Seligman, Mike spent time speaking with clients, was featured in the press, and coauthored a bi-monthly economic publication made available to clients and the media.

Following his career on Wall Street, Mike earned his PhD from the University of North Carolina at Chapel Hill in 2008, where he is currently a Teaching Associate Professor. He regularly teaches courses in Macroeconomics and Financial Economics in the Economics Department as well as at the Kenan Flagler Business School. Mike is the founding and acting Director of the Credential in Quantitative Financial Economics, which is sponsored by, and run in conjunction with, the NASDAQ Foundation. He continues to research and publish in multiple fields: Empirical Finance, Financial Econometrics, Portfolio Theory, Informational Efficiency, and Private Equity. Mike is also a strong advocate of experiential education, being a long time coach for the UNC-CH College Fed Challenge team, as well as being the Co-Founder and President of the Fiscal Challenge, which is an educational non-profit focused on stabilizing the U.S. national debt. Outside of academia, Mike consults regularly for hedge funds and other financial institutions.


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Hans E. “John” Scheil, CFP®

Senior Investment Advisor Representative and Founder

Cardinal Retirement Planning, Inc.

Hans “John” Scheil has over 40 years of experience helping individuals in or near retirement reach their retirement goals. John’s career began at the age of 18, when he sold insurance in the Midwest while attending college full time. His rose through the ranks of several nationally-recognized insurance companies becoming a Branch Manager, National Sales Director, and finally Senior Vice President. He went independent in 2010 and founded both Cardinal Advisors (a d/b/a of H.E. Scheil & Associates) and Cardinal Retirement Planning, Inc. 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 the following professional designations:

  • 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; they have two sons, Patrick and Stu. He is involved locally with StepUp Ministries and the Alzheimer’s Association and wrote “The Complete Cardinal Guide to Planning For and Living In Retirement” in early 2016. John enjoys golf, boating and leadership. He regularly appears on Finishing Well a radio program broadcast by the Truth Network.


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Thomas “Tom” Griffith, CFP®

Investment Advisor Representative

Cardinal Retirement Planning, Inc.

Tom Griffith started as an intern in 2013 while attending the University of North Carolina at Chapel Hill and joined full time after graduating with a Bachelor of Arts in Economics and a minor in History. He quickly attained his Series 65 registration and has recently earned his Certified Financial Planner™ 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. He currently resides in Raleigh and enjoys watching sports, volunteering and cooking.


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Erica Patella

Investment Advisor Representative

Cardinal Retirement Planning, Inc.

Erica Patella joined Cardinal Advisors 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 decided to join the team full time that summer. As a paralegal and Notary Public, she has served as our liaison with Tovah Mitchell, our recommended partner for legal services. Erica recently passed her Series 65 license exam and officially joined the Cardinal Retirement Planning team. She plans to earn her Certified Financial Planner designation in the future. In her free time she enjoys rowing, reading, and volunteering.


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Jacob Yocco

Investment Advisor Representative

Cardinal Retirement Planning, Inc.

Jacob first started with Cardinal Advisors 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. With his recent attainment of his Series 65 license, we were happy to invite him to join Cardinal Retirement Planning. 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.


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William “Bill” Clark

Certified Public Accountant (CPA)

A graduate of Florida State University with a Bachelor of Science in Accounting (1977) and the University of Miami with a Masters in Accounting (1992) who also earned his Certified Financial Planner designation (1988), Bill has been providing tax planning advice as a strategic partner for Cardinal clients since 2013.