Heartfire Wealth

Advisors

Kevin Donoghue

Kevin Donoghue

CFP®, CRPC®, CPA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Kevin Donoghue's website
Patrick Donoghue

Patrick Donoghue

MBA, CFP®, CRPC®

Financial Advisor

Managing Partner of Heartfire Wealth
Visit Patrick Donoghue's website
Michael Ross

Michael Ross

CFP®, CRPC®

Financial Advisor

Visit Michael Ross's website

Team

Diane Carrow

Diane Carrow

Operations Manager,

Office Manager

Roles & Responsibilities

  • Meeting Preparation & Follow-Up
  • Money Movements
  • Office / Systems Administration
View more
Kim Cerda

Kim Cerda

Client Service Manager,

Receptionist

Roles & Responsibilities

  • Appointment Scheduling
  • Client Concierge
  • Marketing Coordination
  • Meeting Preparation & Follow-Up
View more
Samantha Swift

Samantha Swift

Intern