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Sarah M

Series 63, Series 65

Muncie, IN

Cardinal Capital Management, LLC

Sarah Mccord is a financial advisor at Cardinal Capital Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Cardinal Capital Management since 2011. Cardinal Capital Management provides personalized financial planning, discretionary portfolio management, and pension consulting to individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm uses a combination of tactical asset allocation, fundamental and technical analysis, and may employ short-term trading and option strategies when appropriate.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Founder/Business Owner
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Lee S

Series 63

Muncie, IN

Cardinal Capital Management, LLC

Lee Snider is a financial advisor at Cardinal Capital Management, LLC with 27 years of industry experience. He holds a Series 63 designation and has been with Cardinal Capital since 2012. He also has a longstanding affiliation with Commonwealth Ins dating back to 1987. Cardinal Capital Management provides personalized financial planning, discretionary portfolio management, and pension consulting to individuals, retirement plans, trusts, and other entities. The firm employs a mix of tactical asset allocation, fundamental and technical analysis, and may utilize short-term trading and option strategies.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Founder/Business Owner
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