Meet Our Team
Our Advisers
“In life, it is not about the things we do, it is more about the things we leave undone. I focus on the undone. To achieve financial success in life, you need to identify what truly matters to you. My 25 years of experience, my education and my passion will allow me to lead you to your financial success. We help clients make tough decisions and help guide them to the best solutions.”
*New York Life sales production achievement.
^The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Our Staff
Lisa has over 13 years of Financial Services industry experience working for Cardwell Financial Group LLC. Lisa has gained a wealth of knowledge in servicing life, annuity, investment, retirement, income and financial products. Prior to joining Cardwell Financial Group LLC, Lisa ran a successful home accounting business which has made her a valuable asset to our company. She is married to Mike Reynolds for over 18 years and they have two daughters. Lisa is an avid golfer and biker and loves to spend time with family & friends.
Diane has 21 years of experience in financial services. For the last 11 years, she has been working as a New York Life agent assistant for both Blake Castaldo and Ronald Burdett. Diane currently services all Life Insurance, Annuity, Investment and Long-term Care products and runs our Canton, Ohio office. Prior to New York Life, she was employed as a District Manager Assistant for American Family Insurance where she compiled monthly reports, assisted in the preparation of district monthly meetings, arranged travel accommodations and prepared applications for new accounts. She is married to Don for over 30 years and has 5 children and 6 grandchildren. She is an avid Cleveland Browns fan, enjoys fishing, boating, reading and spending with her family.
- Graduate of Carroll High School Dayton Ohio
- Worked for General Motors for 32 years
- Work Experience: customer service representative, credit representative, team lead, supervisor and global process area lead for 6 divisions within GM
- Hobbies: spending time with family and friends, crafting of all kinds and bowling.
- Family: Married to Larry for 50 yrs. 2 children and 4 grandchildren
- Volunteers for “Luv4K9’s” - a pet rescue agency
Our New York Life Affiliation
As a New York Life agent, I have access to dedicated members of Product and Strategy teams who can help me find solutions for more advanced and complex financial needs - for individuals and businesses.
