Douglas Amis

Before chartering Cardinal Retirement Planning, Inc. with Hans Scheil, Doug “Buddy” Amis started his financial services career as a Financial Advisor and Registered Representative for a nationally-recognized broker dealer and investment advisor. He earned his Series 7 and 66 securities registrations within months of graduating from the University of North Carolina at Chapel Hill. Buddy has a Bachelor of Arts degree, majoring in both Economics and English.

Following graduation he continued to develop his skills. He earned the Kenan-Flagler Business Essentials Certificate from the University of North Carolina at Chapel Hill and a Certificate of Business Excellence in Lifelong Learning from the University of Nebraska at Omaha’s College of Business program.

In 2016 Buddy earned his Certified Financial Planner™ designation and used his experience and knowledge to co-author a workbook that helps readers of The Complete Cardinal Guide to Planning For and Living In Retirement prepare for retirement and understand some of the planning techniques discussed in the Guide. In 2018, Buddy purchased Cardinal Retirement Planning, Inc. from John. This was the next step in their plan to provide additional financial services to clients across North Carolina, Florida, South Carolina, Texas, Virginia and other states where legally permitted. Buddy continues to volunteer with his fraternity and alma mater, acting as a chapter advisor and scholarship advisor. He resides in Durham with his wife and their dog and two cats.