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 27 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
Founded Cardwell Financial Group in 1997
Agent: 27 year 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 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 27 consecutive years achieving Chairman’s Council status in 2024*
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 42 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.
Blake R. Castaldo, ChFC®
Founder | Financial Adviser
About Blake
Founder of Lifetime Wealth Partners
Agent: 9 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
ChFC - Chartered Financial Consultant
Education: Bachelors in Accounting – Siena College
Industry and Community Involvement
2024 Forbes - Ohio Top Financial & Security Professional
Qualifying Member: The Million Dollar Round Table and continuously achieving “Court of the Table” status
Qualifying Member: New York Life Executive and Presidents Council
Member: St. Hilary Church
Personal Life
Residence: Copley, Ohio
Family: Married 8 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 15 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 20 years and they have two daughters. Lisa is an avid golfer and biker and loves to spend time with family & friends.
Nancy Brewer
Business Operations Manager Northern Ohio Office
Nancy is a graduate of Riverside High School in Belle, West Virginia. In 2017, she and her family moved to Massillon, Ohio where she now resides. Nancy has over 15 years of experience working in various fields, specializing in customer service and business operations. She loves spending time with her family who are everything to her. She has a son, who is a graduate of Riverside High School and two daughters whom she currently homeschools. Nancy also loves learning new things and traveling to different places.
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 52 yrs. 2 children and 4 grandchildren
Volunteers for “Luv4K9’s” - a pet rescue agency
Our New York Life Affiliation
Michael S. Cardwell, Blake R. Castaldo, and their fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 10/15/2020.)
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Southern Ohio Office
Clyo Professional Center
7956 Clyo Road
Centerville, OH 45459
Email Michael
(937) 436-0000
Northern Ohio Office
Belden Glass Tower
4450 Belden Village St NW, Suite 501
Canton, OH 44718
Email Blake
(330) 493-4002