Meet Our Team

Photo of Michael Cardwell

Michael Cardwell, LUTCF

Founder

“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.”

About Michael

  • Founder of Cardwell Financial Group LLC
  • Agent:  23 years career agent with New York Life Insurance Company
  • 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 service

Education and
Designations

  • Licensed Life & Health Agent: State of Ohio and 12 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 24 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 37 years to Shari with two children and two grandchildren
  • Hobbies: Boating, Water Skiing and Gardening

*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.

Photo of Lisa Reynolds

Lisa Reynolds

Business Operations Manager

Lisa has over 12 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 17 years and they have two daughters. Lisa is an avid golfer and biker and loves to spend time with family & friends.

Market Watch

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