To schedule an appointment with Gregory access his online scheduler link below. https://calendly.com/gmetcalf
Service, Dedication, Integrity, and Passion are the words that summarize our philosophy in life both personally and professionally! We work in a Fiduciary capacity for our clients and provide them with highly personalized Financial Life Planning services. Our focus is set keenly on retire
ment income and family-focused
financial life planning, as we guide clients through all phases of their financial lives. Our aim is to provide them the best possible life with the resources they have available. We do this because we enjoy helping our clients in their journey throughout their lives and providing them peace of mind with their finances. Our goal is to make a difference for our clients to provide them with the necessary outcome desired. Greg is the Owner, Founding Partner, and Registered Securities Principal at Cardinal Wealth Management. With over 32 years of experience in the Investment and Insurance Industry, Greg has helped many individuals, families, and small businesses with their financial needs and goals. His focus is on guiding clients through all phases and transitions in their financial lives. He is a 1986 graduate of Catholic Central High School in Steubenville, a 1990 graduate of Ohio University with B.B.A. in Finance, and holds the Series, 6, 7, 24, 63, 65 Securities Registrations and Life Insurance licenses. Sue Pevac is a skilled financial professional with over 15 years of experience in various roles in the financial services industry. In her current role as a financial planner, Sue is an articulate communicator with strong analytical, management, and organizational skills. Her security industry licenses include Series 7, Series 66, and State of Ohio insurance licenses. Sue is a lifelong resident of Steubenville. Her community service includes the Business Management Advisory Committee of Eastern Gateway Community College, She serves on multiple committees for the Wintersville United Methodist Church and sings in the Thursday Music Club. In her free time, Sue enjoys golfing, walking, and singing. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Cardinal Wealth Management, LLC are not affiliated.
