We’ll help you prepare for the expected - and the unexpected

Enjoy life now while planning for tomorrow. We will work with you over time to help you plan to achieve your financial goals based on what is truly important to you – and adapt to any changes along the way. With our exclusive Confident Retirement® approach, we provide personalized financial advice and solutions across all areas of your financial life. And if there is anyone you care about who could benefit from a second set of eyes, we would be glad to help them.

For more than 120 years Ameriprise has put clients first — which is why we are rated #1 in the investment industry in customer loyalty.

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Areas of Focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies

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Community Participation

Heartfire Wealth is dedicated to our community. Over the years, our members have served in the leadership of many community organizations including:

Dunedin Fine Art Center, Dunedin North Rotary Club, Rotary Club of Dunedin, Pinellas Health Facilities Authority, City of Dunedin - Employee Review Committee, Dunedin Council of Organizations, Big Brothers Big Sisters of Pinellas, Leadership Pinellas, Leadership Tampa Bay, Our Lady of Lourdes, Mease Manor and more.

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work.

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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals

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