Heartfire Wealth

Advisors

Kevin Donoghue, Private Wealth Advisor serving the Dunedin, FL area - Ameriprise Advisors

Kevin Donoghue

CFP®, CRPC®, CPA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Kevin Donoghue's website
Patrick Donoghue, Private Wealth Advisor serving the Dunedin, FL area - Ameriprise Advisors

Patrick Donoghue

MBA, CFP®, CRPC®

Private Wealth Advisor

Managing Partner of Heartfire Wealth
Visit Patrick Donoghue's website
Michael Ross, Financial Advisor serving the Dunedin, FL area - Ameriprise Advisors

Michael Ross

CFP®, CRPC®

Financial Advisor

Visit Michael Ross's website

Team

Samantha Swift

Samantha Swift

Paraplanner

Nancy Ridenour

Nancy Ridenour

Business Development Specialist

Jody Craig

Jody Craig

Business Development Specialist,

Executive Assistant

Roles & Responsibilities

  • Client Concierge
  • Advisor Support
  • Marketing Coordination
  • Meeting Preparation and Follow-Up
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Laura Passarella

Laura Passarella

Operations Specialist

Roles & Responsibilities

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

Kim Cerda

Client Service Manager,

Receptionist

Roles & Responsibilities

  • Appointment Scheduling
  • Client Concierge
  • Marketing Coordination
  • Meeting Preparation & Follow-Up
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