Team Members & Staff

Advisors you can trust

Cardinal Retirement Planning, Inc.

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Doug “Buddy” Amis, CFP®

President, CEO & Owner

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Mike Aguilar, PhD.

Chief Investment Officer & Co-Owner

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Anessa Custovic, PhD.

Quantitative Research Analyst & Investment Advisor Representative

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Jacob Yocco, CFP®

Financial Planner & Investment Advisor Representative

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Erica Patella, CLTC

Financial Planner & Investment Advisor Representative

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What Can We Do For You?

More Than Investing

Financial planning, investment management, and insurance support in one place.