Meet Our Team
Our Advisers
Michael S. Cardwell, LUTCF®
Founder | Financial Adviser
“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.”
Education and
Designations
- Licensed Life & Health Agent: State of Ohio and 15 additional states
- Education: Bachelors of Science - University of Dayton Business Administration
- Designation: Life Underwriter Training Council Fellow – LUTCF
Industry and Community Involvement
- Life and Qualifying Member: The Million Dollar Round Table^ continuously achieving “Court of the Table” and “Top of the Table” status
- Life and Qualifying Member: New York Life Council for 25 consecutive years achieving Chairman’s Council status in 2020*
- Member: National Association of Insurance and Financial Advisors (NAIFA)
- Member: St. Luke Parish
- Board of Trustees: West Lake Village Condo Association
- Board Member: New York Life Columbus General Office
Personal Life
- Family: Married 40 years to Shari with two children and two grandchildren
- Hobbies: Boating, Water Skiing and Gardening
Blake R. Castaldo
Founder | Financial Adviser
About Blake
- Founder of Lifetime Wealth Partners
- Agent: 6 combined years as a career agent with New York Life Insurance Company
- Interned at the New York Life Long Island General Office in 2009
- Life Product Consultant at New York Life Insurance Company for 6 years where I managed a sales and training territory across 6 different states
- Registered Representative: NYLIFE Securities LLC, Member FINRA/SIPC, A licensed Insurance Agency
- Financial Adviser: Eagle Strategies LLC, A Registered Investment Adviser offering planning and investment advisory services
Education and
Designations
- Licensed Life and Health Agent
- Series 6, Series 63, Series 65 and Series 7 Licensed
- Education: Bachelors in Accounting – Siena College
Industry and
Community Involvement
- Qualifying Member: The Million Dollar Round Table
- Qualifying Member: New York Life Executive and Presidents Council
- Member: St. Hilary Church
Personal Life
- Residence: Copley, Ohio
- Family: Married 5 years to Yara and proud father of Mia and Leo
- Hobbies: Golfing, watching favorite sports teams and spending time with family and friends
Our Staff
Lisa Reynolds
Business Operations Manager Southern Ohio Office
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 Stano
Business Operations Manager Northern Ohio Office
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.
Beverly Rose
Client Service Specialist Southern Ohio Office
- 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.
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