Helping You Achieve Your Vision for Retirement Is Our Number One Goal

Your Team

At Cardinal Wealth Group, we work closely with you to objectively assess your individual retirement strategy and help provide solutions tailored to your needs. We’re proud to be independent financial professionals who do not work for commissions or sell proprietary products. All advice is personalized to your needs.

Anthony Aulffo

Anthony Aulffo, CFP®

Financial Advisor and Founder

Since 2007, Anthony Aulffo has been providing financial advice and strategies to those nearing and in retirement. His approach goes beyond investment portfolio and financial plans to serve as a coach, helping his clients through life’s transitions to help them in both financial and non-financial decisions, working toward their ultimate life goals.

Here’s the truth: money and taxes don’t care how big or small your advisors’ firm is. What counts is that your specific needs are carefully considered so the solutions are in your best interest and give you the best result possible.

Our clients tell us how much they appreciate the one-on-one interaction and respect for their time. They never feel like “one of many” in a big financial firm with rigid policies and processes that pigeonhole them. They receive a more meaningful experience that puts their mind at ease.

Anthony and his wife Dana, and daughters Rosie and Margot live in New Jersey.

Joe Mallen Photo

Joe Mallen Hover Photo

Joe Mallen

Head of Strategy

Joe Mallen

Head of Strategy

Joe has garnered a significant following among financial advisors, recognized for his insightful market analysis and expertise. He's a source for financial media, quoted by CNBC, Bloomberg, The Wall Street Journal, Barron's, and Reuters. His thought leadership extends to appearances on prominent industry platforms, including Animal Spirits, The Sherman Show, and TD Ameritrade.

MSc at London Business School

BSB at University of Minnesota

Kent Peterson, PHD Photo

Kent Peterson, PHD Hover Photo

Kent Peterson, PHD

Head of Research

Kent Peterson, PHD

Head of Research

Kent has focused on the use of systematic global macro and financial market research in portfolio management at leading asset manager firms, including Bridgewater Associates and Santander Asset Management. His ability to identify how economic trends impact markets has established him as a prominent strategist in the financial advice industry.

PhD at Princeton UniversityBA at Cornell University

Ron Madey, CFA Photo

Ron Madey, CFA Hover Photo

Ron Madey, CFA

Portfolio Manager

Ron Madey, CFA

Portfolio Manager

Ron Madey serves as Wealthcare’s Chief Investment Officer. He is an industry veteran with extensive expertise in the advisory business, goals-driven investing, financial plan modeling, and the application of technology to deliver scalable, cost-effective, risk-managed solutions for advisors and their clients. Ron’s more than 30 years of experience includes roles as Chief Investment Officer and Senior Vice President of Advisor Solutions for Wealthcare, Founder and Managing Member of SightLine Investments LLC, Chief Investment Officer for FolioDynamix, National Director of Investments for Lincoln Financial Advisors, and National Practice Leader for Towers Perrin (now Willis Towers Watson) Asset Consulting.

A member of the Chartered Financial Analyst Institute and the Chartered Financial Analyst Society of Philadelphia, he holds a Bachelor of Business Administration, with honors, in Finance and Real Estate and a Master of Business Administration with an emphasis on Planning and Strategy from Kent State University. He was inducted into Beta Gamma Sigma, the international honor society recognizing business excellence.

Ron has many interests, apart from his life-long passion for investments and helping clients pursue their goals. He is a former helicopter pilot and collegiate hockey player, as well as an avid skier and cyclist—two activities he enjoys with his two daughters. Ron has raised funds for Multiple Sclerosis, participating in the MS-150 Bike to the Bay. He has also given his time to Big Brothers/Big Sisters and Habitat for Humanity, and has served as a board member of his local community.

Ken Kideckel, CFA, CFP Photo

Ken Kideckel, CFA, CFP Hover Photo

Ken Kideckel, CFA, CFP

Portfolio Manager

Ken Kideckel, CFA & CFP

Portfolio Manager

Ken Kideckel is a portfolio manager at Wealthcare Capital where he leads the investment teams’ manager research efforts. He was previously a principal at Sightline Investments, LLC, and also worked at SunGuard, Lincoln Financial Group, and Willis Towers Watson. Ken began his career at Bear Stearns.

Ken has an undergraduate degree from the University of Michigan-Ann Arbor, an MBA from NYU Stern School of Business, and a Masters in Taxation from Villanova University.

Fatima Katz Photo

Fatima Katz

Client Service Associate

Fatima Katz

Client Service Associate

Fatima has been in the financial industry for nearly a decade in various roles that specialize in client satisfaction. She enjoys making lasting connections with people from all walks of life. She takes her position wholeheartedly and feels rewarded when a client is happy.

When not wearing her professional hat, Fatima enjoys spending time with her husband and two daughters. Traveling, cooking and reading are a few of her interests.

Sandy Aulffo Photo

Sandy Aulffo

Administrative Assistant

Sandy Aulffo

Administrative Assistant

Sandy enjoys working as an administrative assistant at Cardinal Wealth Group. Her past experience in the hospitality field brought about her passion to contribute, support and make a difference in providing a welcoming environment to each client.

When not working, Sandy enjoys spending time with family, friends, and traveling.