Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Awards & recognition

  • Heartfire Wealth, Ameriprise Client Experience Award, 2022

Community participation

Heartfire Wealth is dedicated to our community. Over the years, our advisors and staff have supported, volunteered, or served in leadership of many community organizations including:

Dunedin Fine Art Center, Random Acts of Flowers, Dunedin North Rotary Club, Leadership Pinellas, Dunedin Library Foundation, Mease Life, Rotary Club of Dunedin, Big Brothers Big Sisters of Pinellas, Dunedin Cares, Pinellas Health Facilities Authority, City of Dunedin, Morton Plant Mease Health Care Foundation, GFWC Clearwater Community Woman's Club and many more.