Our Team

Hans “John” Scheil

Hans “John” Scheil

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 Here

 

Doug “Buddy” Amis

Doug “Buddy” Amis

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 Here

Jim Scheil

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.
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Thomas “Tom” Griffith

Thomas “Tom” Griffith

Advisor
Tom's Bio
Tom started at Cardinal in 2013. He has since attained his Series 65 license and is actively studying 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.
Contact Tom

James Mwombela

James Mwombela

Advisor
James' Bio
James 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 is actively studying to attain his CFP® designation as he continues his Cardinal career. James enjoys working out, playing basketball, reading, and watching football.

Contact James

 

Barbara Corigliano Scheil

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

 

Erica Patella

Erica Patella

Advisor
Erica's Bio
Erica Patella started at Cardinal 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 then joined the team full time in the summer. In her free time she enjoys rowing, reading, and volunteering.
Contact Erica

Katrina Lyons

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

Daphne Stewart-Isaacs

Daphne Stewart-Isaacs

Advisor
Daphne's Bio
Daphne originally started with Cardinal in the summer of 2014. She took a break after moving to Washington state, but rejoined the team in the beginning of 2017. Daphne has her Medicare supplement, health, and life insurance licenses and enjoys serving others. She also enjoys nature walks and being at the beach, food, and being a mom.
Contact Daphne

Jacob Pinto

Jacob Pinto

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

Dylan Proctor

Dylan Proctor

Advisor
Dylan's Bio
Dylan graduated from North Carolina State University with a degree in Accounting and a Spanish minor. He now lives in Chapel Hill, and started at Cardinal in late 2016. Though he is just starting out in the industry, he has a strong interest in finance and plans to become a financial planner and eventually earn his CFP® designation. Dylan enjoys playing basketball and watching the UNC team, watching stand-up comedy, and travelling the world.
Contact Dylan

Jacob Yocco

Jacob Yocco

Advisor
Jacob's Bio
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Contact Jacob

Administration

Mackenzie Gokey

Mackenzie Gokey

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

Christiana Prince

Christiana Prince

Office Manager
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

 

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