50+ Years Of experience
Our Fiduciary Staff
Our people are the difference makers
Our Fiduciary Staff
We offer the highest level of personal service, a diversified team of highly credentialed representatives, the finest trust officers, and a suite of investment choices tailored to meet a variety of goals and objectives.
Our Professionals
We Are Here For You
Our Professionals
Nancy Oriola
Founder/Executive Director, NMG, CMC, CFP® President/CEO
Ruthie Castellon
Trust Officer
Adrianna “Audri” Robertson
Trust Assistant
John Attwood
Sr. Vice-President, Trust Officer, and Business Development, NCG
Patty Soukup
Financial Manager, NCG
Chance McGilvray
Trust Officer, CTFA, NCG
Chase Wixon
Financial Manager, NCG in process
Cardinal Trust
Board Members
Cardinal Trust
Theresa McFerrin
Retired Entrepreneur, former Hotelier
Paul Watkins
Law Enforcement/Public Safety Specialist
Jeff Roybal
CPA, Moss Adams CPAs
Dave Monson
Retired CFO, Senior Citizens Law Office
Our Network
A continuum of healthcare & financial services meeting the needs of seniors & disabled adults.
