At Heartfire Wealth, we prioritize investing in our team to help ensure that your family receives the support you truly deserve. We’re proud to have a knowledgeable team who employ a disciplined approach to financial planning. This approach takes a holistic view of your financial goals and creates a personalized plan just for you. Serving Dunedin, Clearwater, Palm Harbor, Safety Harbor, St. Petersburg, and Tampa Florida. Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.
close
View Larger
Nancy, Business Development Specialist & People Person Extraordinaire is energized by people and powered by cookies (seriously—any cookie will do!). Though she once dreamed of Broadway or joining a convent, she now brings charisma and warmth to everything she does. Most at ease at home or enjoying college football, she’s a connector who turns conversations into opportunities with heart.
Laura, Business Processing Specialist & Squirrel Whisperer, Laura keeps everything running smoothly behind the scenes—and always with love. A New York Native, married for 32 years, a mom to two sons, a dog and 2 cats she balances work and family like a pro. You’ll find her feeding the birds and squirrels daily or soaking up Florida sunshine with her 86-year-old mom.
4. Jody, Practice Leader & Chaos Coordinator is our Southern-charmed fixer of everything, with a heart as big as her to-do list. A mom of two sons, three bonus daughters and proud rescue-dog mom to Sassy (who lives up to her name). Born in Kentucky, Jody loves gardening, reading detective novels, and spending time outdoors. She even rereads Jane Eyre every Christmas—tradition matters! Bless your heart, darlin’!
Kim, Client Service Manager & Queen of Cheer, was born to serve and always ready with a smile or a homemade dessert. A 3rd generation Floridian, Kim brings warmth to every client interaction. A cat magnet with six feline friends (who walk on leashes!), she’s also a proud mom of two boys. From throwing office parties to dreaming of Mexico getaways, Kim’s all about heart, home, and happiness.
Let's meet to discuss what's most important to you.
Please do not submit account or other confidential information via this form.
At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Your request has been successfully submitted.
We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
Your message was not sent.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
corporate entities and important disclosures | terms of use | privacy and security center | about email fraud
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.
All fields are required.
When you refer us, the person you refer will receive an email with a link to our website. From there, they can learn more about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. We will receive your contact’s information and may reach out to them directly.
Your referral will hear from us soon. Feel free to let them know in advance that we will be reaching out.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2025 Ameriprise Financial, Inc.