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Durham Office
2530 Meridian Parkway, Suite 100
Durham, NC 27713
(919) 535-8261
Charlotte Office
8307 University Executive Park Dr, Suite 252
Charlotte, NC 28262
(704) 412-6494
Greensboro Office
6520 Airport Center Drive, Suite 100
Greensboro, NC 27409
(919) 535-8261
Medicare experts paired with financial planners – required to put our clients first. ©2022 Cardinal Advisors
OFFICE ADMINISTRATOR
After 17 years as a hairstylist and salon owner, Ansylla joined the Cardinal Advisors’ team in April 2024.
She enjoys learning languages and is always planning her next international travel destination.
Life, Accident & Health insurance
Caleb Bartles obtained his Life, Accident & Health insurance licenses in the summer of 2024, and joined Cardinal Advisors’ team soon thereafter. Caleb previously served on active duty in the United States Air Force from 2012-2017, and graduated from Appalachian State University in 2020 with a B.S.B.A. in Computer Information Systems. After a few years working in the software industry, Caleb decided to make a career change to pursue his passion for finance and insurance.
Caleb lives in Fort Mill, SC with his beloved wife Jessica and two cats, Sméagol and Rosie. In his free time, he enjoys running, skiing, video games, going to concerts, and cheering for the Green Bay Packers.
ADVISOR
ADVISOR
Tommy joined our Charlotte office after moving there in March with an interest in retirement planning. After graduating from NC State in 2022 with a Masters in Accounting, he worked in public accounting for some time and earned his CPA license. He is currently working on obtaining his NC Health, Life, and Medicare Supplement licenses.
Tommy grew up in New Jersey, but has been living in North Carolina for the past 10 years. He enjoys skiing in the winter, going to the beach in the summer, and exercising during his lunch break.
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