Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Our 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
Learn more about Kevin Donoghue 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
Learn more about Patrick Donoghue Visit Patrick Donoghue's website
Michael Ross, Financial Advisor serving the Dunedin, FL area - Ameriprise Advisors

Michael Ross

CFP®, CRPC

Financial Advisor

Learn more about Michael Ross Visit Michael Ross's website

Our team

Samantha Swift

Samantha Swift

Paraplanner

Roles & Responsibilities

  • Financial Plans
  • Insurance Analysis
  • Investment Research
  • Client Opportunities
View more
Nancy Ridenour

Nancy Ridenour

Business Development Specialist

Roles & Responsibilities

  • Advanced Planning
  • Charitable Giving Strategies
View more
Laura Passarella

Laura Passarella

Operations Specialist

Roles & Responsibilities

  • Business Processing
  • Transactions & Money Movements
  • Claims Processing
  • Client Account Updates & Workflows
View more
Jody Craig

Jody Craig

Practice Manager

Roles & Responsibilities

  • Client Concierge
  • Executive Assistant to Managing Partner
  • Administration & Operations
  • Marketing & Community Outreach
View more
Kimberly Cerda

Kimberly Cerda

Client Service Manager

Roles & Responsibilities

  • Appointment Scheduling
  • Meeting Preperation
  • Client Reception
  • Client Communications
  • Social Media
View more