Cardinal Retirement Planning, Inc.

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Hans E. “John” Scheil

Certified Financial Planner™ (CFP®)

CEO and Owner, Cardinal Retirement Planning, Inc.

Hans “John” Scheil, CEO of Cardinal Retirement Planning, 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 and recently published a book titled: The Complete Cardinal Guide to Planning for and Living in Retirement.

As a CFP® professional, I’m here to serve consumers. I gained the personal satisfaction of obtaining the CFP® certification so that I can better help my clients fulfill their financial goals. My CFP® mark distinguishes me among my peers by showing that I have voluntarily met rigorous requirements of education, examination and experience and abide by the CFP® Board’s Standards of Professional Conduct, which include adhering to a fiduciary standard of care that places my clients’ interests first. The CFP® Board enforces their professional standards, and misconduct leads to action by the CFP® Board that can include a letter of admonition, suspension or revocation of CFP® certification.


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Doug “Buddy” Amis,

Certified Financial Planner™ (CFP®)

President and COO, Cardinal Retirement Planning, Inc.

Doug Amis 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. Doug resides in Chapel Hill and enjoys sports, hunting, fishing and volunteering.


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Thomas “Tom” Griffith

Tom Griffith started at Cardinal in 2013. He has since attained his Series 65 license and has aspirations 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.


JamesMwombela

James Mwombela

James Mwombela worked for a large insurance company in Chicago, IL, after earning his Economics and Political Science degree at the University of North Carolina at Chapel Hill. It wasn’t long before James discovered his passion for helping families reach their retirement goals. He then moved back to Chapel Hill, attained his insurance licenses and his Series 65, and joined the team at Cardinal. He also plans on attainting his CFP® designation as he continues his Cardinal career. James enjoys working out, playing basketball, reading, and watching football.


BillClark

William “Bill” Clark

Certified Public Accountant (CPA)


Cardinal Advisors


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Hans E. “John” Scheil

CEO, Certified Financial Planner™ (CFP®)

Owner, Cardinal Advisors


JimScheil

James “Jim” Scheil

President, Cardinal Advisors

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.


Buddy Amis

Doug “Buddy” Amis

Certified Financial Planner™ (CFP®)

Vice President, Cardinal Advisors

 


Our Insurance Team


Barbara Corigliano

Barbara Corigliano Scheil

Daphne Stewart-Isaacs

Jacob Yocco

Jacob Yocco

Dylan Proctor

Dylan Proctor

Erica Patella

Erica Patella

Jacob Pinto

Jacob Pinto

James Mwombela

James Mwombela

Katrina Lyons

Katrina Lyons

Tom Griffith


Administration


Mackenzie Gokey

Mackenzie Gokey
(Marketing)

Christiana Prince
(Office Manager)