Douglas Amis is a CFP® professional with 14 years of industry experience, currently serving at Cardinal Retirement Planning, Inc. He has held multiple roles across several firms, including ownership of Damis, Inc., where he is involved in fixed insurance sales. Amis also serves as a board member for the Durham Community Land Trustees, a local nonprofit organization. Cardinal Retirement Planning primarily serves pre-retirees, retirees, high-net-worth individuals, businesses, and nonprofits, providing financial planning, portfolio management, econometric consulting, and ERISA plan advisory services. The firm employs a top-down investment approach integrating quantitative models with fundamental and technical analysis, offering both discretionary and client-directed account management.

Jacob Yocco is a CFP® with eight years of industry experience and serves as an advisor at Cardinal Retirement Planning, Inc. He has worked at Cardinal Retirement Planning since 2018 and is also affiliated with Damis, Inc., where he spends approximately 10% of his time as an insurance agent. Additionally, he serves as treasurer for the Pi Lambda Phi Omega Beta Alumni Association, managing the organization’s finances. Cardinal Retirement Planning works primarily with pre-retirees and retirees, high-net-worth individuals, businesses, and non-profits, offering financial planning, discretionary and non-discretionary portfolio management, and specialized services including econometric consulting and ERISA plan advisory. The firm uses a top-down investment approach with proprietary, simulation-based models combined with fundamental and technical analysis, employing a range of strategies in separately managed accounts.

Anessa Custovic is a financial advisor at Cardinal Retirement Planning, Inc. in Durham, NC, holding a Series 65 designation with six years of industry experience. She has held various roles within Cardinal Retirement Planning since 2020 and was self-employed as a dog trainer starting in 2018. Prior to her advisory career, she worked at Tower Street Associates and the University of North Carolina at Chapel Hill. Cardinal Retirement Planning primarily serves pre-retirees and retirees, high-net-worth individuals, businesses, and non-profits, offering a range of financial planning, portfolio management, and consulting services. The firm employs a top-down investment approach integrating quantitative models with fundamental, technical, and cyclical analysis, and features unique capabilities such as in-house econometric research and the use of borrowing within separately managed accounts.