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.
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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’!
Alex, Financial Strategy Sidekick, enjoys riding motorcycles and has an impressive collection of pets: two cats, a bird, and a turtle. Very active, routinely hitting the gym at 5:30 AM, and playing basketball every Thursday, he brings great energy to our team. Fun fact: Alex's grandfather was a Polish Count and and even grew up in a castle. He is the newest addition to our team.
Graduate of the University of South Florida
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.
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.
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.
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