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.



Our 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

MBA, CFP®, CRPC

Private Wealth Advisor

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

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
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Nancy Ridenour

Nancy Ridenour

Business Development Specialist

Roles & Responsibilities

  • Advanced Planning
  • Charitable Giving Strategies
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Laura Passarella

Laura Passarella

Operations Specialist

Roles & Responsibilities

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

Jody Craig

Practice Manager

Roles & Responsibilities

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

Kimberly Cerda

Client Service Manager

Roles & Responsibilities

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