Our advisors

Kevin Donoghue

Kevin Donoghue

CRPC®, CPA

Private Wealth Advisor

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

Patrick Donoghue

MBA, CFP®, CRPC®

Financial Advisor

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

Michael Ross

CFP®, CRPC®

Financial Advisor

Learn more about Michael Ross Visit Michael Ross's website

Our team

Whitney Holland

Whitney Holland

Client Relationship Manager

Roles & Responsibilities

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

Jessica Shoup

Executive Assistant

Roles & Responsibilities

  • Business Processing
  • Money Movements
  • Project Planning
  • Task Management
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Adam Feeney

Adam Feeney

Paraplanner

Roles & Responsibilities

  • Financial Planning
  • Investment Management
  • Insurance Analysis
  • Investment Research Resource
  • Meeting Preparation & Follow-Up
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