Our Team: CedarPoint Investment Advisors, Inc.

Robert T. Dignan, CFP®

Bob is a partner of CedarPoint Investment advisors, and has enjoyed serving his investment and planning clients since 1997. Bob earned his Certified Financial Planner™ designation in 2008 and possesses expertise in financial planning, tax efficient investment and charitable giving strategies and estate planning. Bob was recently selected as a FIVE STAR: Best in Client Satisfaction Wealth Manager(SM) for 2009 by Milwaukee Magazine.

He is directly responsible for overseeing the firm’s clients with respect to the development of their financial plans, the implementation of their plans and investment strategy, and the on-going service of the firm’s client’s, as well as serving as the firm’s Chief Compliance Officer. Bob is a shamelessly proud graduate of the University of Wisconsin-Madison and is diehard outdoorsman and cyclist. He lives in East Troy with his wife Christine and their 3 children.

Daniel W. Wilson

Dan joined as a partner at CedarPoint Investment advisors in 2009 following a 13 year career, with 10 of those years spent with JP Morgan's Private Wealth Management group in Madison. Dan has expertise in financial planning, money management, and overall estate planning. Like Bob, he is responsible for overseeing the firm's clients with respect to their financial plans and investment management, and the on-going service of these clients. He shares the day to day duties of running the business with his partner Bob Dignan. Dan earned a BS from the University of Wisconsin Stout and is currently working on the Certified Financial Planner designation. He lives in Whitewater with his wife Traci and their 3 children.

Terry Dignan

Terry has served clients in an advisory and planning role since joining the investment and security industry in June of 1979. Prior to that time, Terry spent 16 years as a professional educator in the public school system, with the last 13 years in the Milwaukee Public School System. Beginning in 1969, Terry also operated an income tax preparation service that served as many as 350 clients annually. Terry obtained his Bachelor of Science Degree in Business Education from the University of Minnesota (1964). In 1969, Terry obtained his Masters of Science Degree in Business Education from St. Cloud State University, with a heavy emphasis in income tax coursework. In 1981, he became one of three founding partners for Charter Investment Services, an independent Broker/Dealer office affiliated with Capital Financial Services Inc. During his 19 years with Charter Investment Services, he served as the President of the firm and built a significant practice that positioned him in an advisory role with several prominent mutual fund families.

In February of 2000, Terry left the firm that he founded to help establish a new firm, Cardinal Investment Services, Inc., in response to a belief that the investment industry was becoming too reliant on insurance-based products, and upon products that paid excessive commissions to representatives at the expense of the client. Terry’s underlying philosophy, throughout his 30 year investment career, has been that “things have a funny way of working out for everyone, if you simply always make the point to put the client first.” His passion for this philosophy, along with his three decades of practical day-to-day investment experience, made him a logical choice to serve as the Director of the Cedarpoint Investment Committee.

Steve Daubs, CFA

Steve Daubs received his MBA in finance from the University of Wisconsin-Madison, where he participated in the prestigious Applied Security Analysis Program. He has served as a partner at Reams Asset Management, a private investment firm in Columbus, Indiana, and also worked as a security analyst at American Family Insurance in Madison. He is a CFA charter holder and has been involved in the investment business since 1994. He also holds an undergraduate degree from Northwestern University.

Barbara Sadowski

Barbara is the generally the first voice that you hear when you call our office and is the glue that holds our firm together. Barbara has personally developed and continues to handle all matters relating to the day-to-day operation of the firm. Barbara handles the business issues so that we can focus on our clients` issues.

Prior to joining the Cardinal Investment Services team in 2000, Barbara had served for 12 years as the Vice President of Operations for a local, highly respected independent mortgage broker. Her duties there involved many of the same responsibilities, but included general oversight of 3 different offices and more than 40 employees. Barbara served in that role with the firm from its first day of operation and was a significant influence in the success and reputation that company developed.

Amie Alvarado

Amie Alvarado joined CedarPoint Investment Advisors in July 2009 as a Client Communications Specialist to strengthen the CedarPoint team in the area of ongoing client communication while also assisting in the development of new client contact tools and technologies. Amie graduated from the University of Wisconsin-Whitewater with a degree in Finance, including an emphasis in Financial Planning and Public Relations, and has a served in the past as a licensed Registered Representative. Over her 15 year career, she has served in roles that have allowed her to build and strengthen client relationships, as well as providing top-notch communication vehicles to better support the needs of her clients.