About Us
Meet the retirement experts who can help you pursue your goals to and through retirement. You’ve got a destination to reach, let us be your guide.
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Jameson Financial Solutions
Serving Clients Nationwide.
Jameson Financial Solutions is a family business made up of a team of caring, concerned professionals who are passionate about helping people with smaller portfolios achieve their ideal retirements. With an attitude of service, the team at Jameson Financial Solutions helps people identify their objectives for retirement and put their client’s needs first.
Harry Jameson
President and CEO
Harry Jameson
President & CEO
Harry Jameson helps federal employees achieve their retirement dreams by creating future-focused financial strategies.
After taking a job at CNA Insurance in 1973, Harry quickly became a national sales leader, earning top company awards. In 1981, Harry began working as an institutional bond trader for Liberty Government Securities in Newport Beach, California, continuing to be a top producer.
Doubling down on nearly five decades of success, Harry finds helping families realize their retirement dreams to be the most rewarding chapter of his career yet.
Harry attended L.A. Valley City College before moving to Florida, where he and his family enjoy all the sunny beaches around the Tampa area.
Cindy Jameson
Chief Financial Officer
Cindy Jameson
Chief Financial Officer
Cindy Jameson is the co-owner and Chief Financial Officer of Jameson Financial Solutions and Federal Retirement Experts.
She has worked in the legal field for more than 40 years and has also spent time in the financial services industry.
Since 2003, Cindy has served on the board of The Yerrid Foundation, a self-funded nonprofit foundation whose primary focus is pediatric cancer. She works tirelessly in that position to provide for children and families who suffer from this horrific disease. She has been invited to hearings in Washington, D.C. for the cause.
Cindy has an Associate in Applied Science degree from Portland State University.
Maria Jameson, FRC
Chief Development Officer and Federal Benefits Mentor
Maria Jameson Mendivil
Chief Development Officer and Federal Benefits Mentor
Maria Jameson’s “servant’s heart” shows in how focused she is on helping federal employees work toward their retirement goals with a customized strategy for retirement income while protecting their nest egg. Her mission is to help federal employees understand their benefits in order to make informed decisions about their financial future and plan for their retirement accordingly while maximizing retirement dollars.
Maria got her start in the industry in 1995 and has also worked in the healthcare and technology fields. She holds life and health licenses in all 50 states and has a Bachelor of Business Administration from Saint Leo University. For over 15 years, Maria has enjoyed volunteering for organizations like Make-A-Wish Foundation and GiGi’s Playhouse in her free time. She loves spending time on the water boating, traveling the globe, Argentine tango/salsa dancing, attending concerts, and cheering on the Tampa Bay Lightning, Rays, and Buccaneers. Maria lives in Tampa Bay and endlessly dotes on her rescue dogs.
Gregory Jameson, FRC
Vice President, Retirement Coach
Gregory Jameson
Vice President, Retirement Coach
Gregory Jameson is passionate about helping others achieve their retirement goals. Greg’s strong moral compass and big heart shine through in how he speaks with federal employees.
Since joining Jameson Financial Solutions and Federal Retirement Experts, federal employees have appreciated his geniality as he seamlessly guides them through their retirement options. Greg has passed the 2-15 insurance exam and holds life and health licenses. He also attended St. Petersburg College.
Federal employees consistently appreciate Greg’s warmth and concern as they look to preserve and grow their retirement savings.
Greg is actively involved in his son’s school activities and sports in his free time and volunteers for his son’s baseball team. He enjoys exercising, camping, playing hockey, and being a positive role model for his son.
Steven Peckinovsky
Advisory Board Chairman
Steven Pecinovsky
Advisory Board Chairman
Steven Pecinovsky is a retired Air Force Colonel. He served the nation for 22 years as a judge advocate and provided financial planning, retirement, tax, and legal advice to military members worldwide. He retired as an appellate judge on the Air Force Court of Military Appeals.
Colonel Pecinovsky continued his service to the nation with the US Department of Homeland Security for four years as the Senior Litigation Counsel and Senior Policy Advisor to the Secretary of DHS. Later, he served as Director in the Office of the DHS Chief Financial Officer. While there, he provided financial and legal advice to senior leadership in the DHS.
Colonel Pecinovsky recently retired from DHS as the Chief of Staff for the Tampa office of US Citizenship and Immigration Services after 12 years of providing financial planning and retirement strategies to those in his agency.
Colonel Pecinovsky graduated from the University of Notre Dame with honors, where he earned a BA in Economics. He later graduated from The Ohio State University College of Law with a Juris Doctorate.
Cynthia Malinoski
Chief Operating Officer
Cynthia Malinoski
Chief Operating Officer
Cynthia brings an outgoing personality and positive outlook to Jameson Financial Solutions and Federal Retirement Experts. She has over 20 years combined experience working in customer service and office management. Her strong attention to detail and love of helping others make her an asset to our team of dedicated professionals.
Cynthia lives in Florida and loves spending time with her two grown sons, and several “rescued” pets. Over the years she has been an eager volunteer in her sons’ school and sports programs. She enjoys photography as well as visiting family in NJ where she grew up.
Lee Dailey, FRC
Retirement Coach
Lee Dailey
Retirement Coach
Lee Dailey is committed to providing federal employees with the best retirement solutions for their lifestyles. He specializes in working with Federal employees and has years of experience working with business professionals.
Lee focuses on providing security for federal employees and their families by creating the best individual retirement strategy for their needs.
After touring internationally for two years as a professional musician, Lee decided to follow in his father’s footsteps and become a financial professional. He has been providing financial services to federal employees since 1993.
Lee and his wife Maureen have two grown children, Spencer and Mikaela, who enjoy playing music with their country band “Loose Change.” He also enjoys leading worship with his wife, camping, fly fishing, skiing, and traveling with his family.
Michael J Gavaletz, FRC
Retirement Coach
Michael Gavaletz
Retirement Coach
Michael has over 32 years of experience in the financial services industry and has focused on Retirement Income Planning for the past 20 years. He has extensive experience in creating financial plans to help clients get to retirement, through retirement while making sure they maintain their lifestyle, and beyond by creating a legacy plan to allow them to take care of loved ones and charities of choice.
Michael has a B.A. in Banking and Finance from Stockton University and continues to value education. As such, he maintains his Series 7, Series 6, Series 63 and Series 65 licenses to better serve his clients.
Michael is the father of 3 children and loves to spend time with his family. He also values his service as a Eucharistic Minister and Lecturer in the local Catholic Church that he has attended for 55 years. Michael is an Eagle Scout, an avid fan of the NY Mets and NJ Devils, and regularly enjoys going to the gym.
Lynn Murphy, FRC
Retirement Coach
Lynn Murphy
Retirement Coach
Lynn has always had a strong desire to help others and show them the best way to achieve their goals. After graduating from the University of South Florida in 2005, she became an educator who specialized in teaching math to her students and other teachers. Because of her math skills and passion for helping others, Lynn decided to pursue a career that allows her to use these skills to help people preserve and grow their retirement savings. Her passion is to help families understand their options to choose the retirement plan that best meets their needs.
Her clients appreciate her knowledge, integrity, and ability to effectively communicate and establish life-long relationships with them. Lynn has passed the 2-15 insurance exam, which allows her to provide clients with products that enable them to reach their goals.
Lynn has been married for 15 years and has one child and three stepchildren. She enjoys going to the beach, listening to music, and supporting the Buccaneers, Rays, and Tampa Bay Lightning in her free time.
Ronnie Newsham, ChFEBC
Retirement Coach
Ronnie Newsham
Retirement Coach
Ronnie has spent many years working in the financial industry. He has had the honor of representing Fortune 500 companies as an analyst of financial statements in the wholesale and manufacturing industries. For more than fifteen years now he has specialized in federal employee benefits and is ChFEBC certified.
When creating retirement and legacy plans, Ronnie has always had these specific goals: Determine what is best for the client now, as well as what is best for the client in the future. He strives to give his clients the security and peace of mind to enjoy their retirement to the fullest.
Ronnie has a Bachelor of Science from Southeastern Louisiana University and is a proud U.S. veteran. He has volunteered in assisting veterans who need help in securing special financial services for assisted living facilities. In his free time, he loves spending time with his family, playing golf, and has been successful showing Straight Egyptian Arabian horses.
Jim also holds licenses in California for life and accident and health. He is also a licensed Realtor®.
Jim and his wonderful wife, Rorie, have been married 34 years and have two grown children. Jim enjoys being with family, playing the drums, paddle boarding, and all things hockey in his spare time.
Jim Simonelli, FRC
Retirement Coach
Jim Simonelli
Retirement Coach
Jim has spent over 35 years as a highly successful account executive and sales manager. Having spent most of those years in the IT industry, Jim has now committed himself to a full-time career in the insurance industry. He proudly joined Jameson Financial Solutions and Federal Retirement Experts in 2018. He enjoys utilizing his skills and experience to enhance the lives of federal employees.
His business philosophy remains the same: Treat everyone as individuals and cater to their specific wants and needs. This simple philosophy makes Jim enjoyable to work with while creating excellent results.
Jim also holds licenses in California for life and accident and health. He is also a licensed Realtor®.
Jim and his wonderful wife, Rorie, have been married 34 years and have two grown children. Jim enjoys being with family, playing the drums, paddle boarding, and all things hockey in his spare time.
Nicole Fligor
Sr. Scheduling Coordinator
Nicole Fligor
Scheduling Manager
Nicole has been in the financial and customer service field for 13 years. She was a member of the Air Force Reserve, where she worked as a Financial Manager and Comptroller in locations across the United States and Kuwait, specializing in active duty, reserve, and federal employee payroll. She put this experience to use as the Administrative and Financial Assistant at Green Mount Harley Davidson. Her attention to detail and professionalism pushes her to ensure that her customers are satisfied with services provided to the utmost extent.
Nicole grew up in Western Pennsylvania and graduated with honors from the Western School of Health & Business with an Associate Degree in Applied Science. She also completed a rigorous course at Keesler Air Force Base, Mississippi, specializing not only in payroll but financial acquisitions, transactions, audits, and records maintenance.
Nicole enjoys traveling with her husband and two children. She has visited Europe, Africa, and Central America. She recently moved to Florida after spending the last four years in Germany.
Kendra Snodgrass
Sr. Scheduling Coordinator
Kendra Snodgrass
Scheduling Coordinator
Kendra’s early professional career included 10 years as an assistant director and director of a large early childhood education center. Through this time, she cherished most her ability to help families and evolved her passion for the administrative aspects of the role. Kendra brings that same passion to Jameson Financial Solutions.
Kendra values organization, attention to detail and efficiency. She aims to always create positive experiences in every interaction. She graduated Summa Cum Laude from Columbus State Community College with an associate degree..
Kendra and her family moved to Florida from Ohio, and despite the move, she’ll remain a loyal Buckeye fan for life. She and her husband, Chris, have two energetic young boys and are proud autism parents. She is an avid exercise enthusiast and plans to run her first marathon at Disney World.
Vanessa Loska
Scheduling Coordinator
Vanessa Loska
Scheduling Coordinator
Vanessa joins our organization after previously working in the hospitality industry for one of the premier five star and five diamond resorts in Southern California. Her tenure in hospitality honed her skills in administration, customer service, and client relations. She holds a bachelor’s degree in Deaf Studies from California State University Northridge.
Vanessa lives in sunny California with her wonderful husband and two children. She enjoys beach days with family, baking bread, and trying new recipes.
Valerie Marcus
Scheduling Coordinator
Valerie Marcus
Scheduling Coordinator
Valerie is a Florida native who graduated with an Associate’s Degree in Business Management and Administration at State College of Florida. She brings an established strong foundation of rational thinking, enhanced problem-solving skills and likeable personality to Jameson Financial Solutions. Valerie works hard to develop strong relationships with our clients!
Recently, Valerie has adopted a coonhound mix puppy and is participating in future charities for foster homes. She enjoys traveling, fishing, and soaking up the Florida sunshine.
Lorie Planinsek
Scheduling Coordinator
Lorie Planinsek
Scheduling Coordinator
Lorie has been in the customer service field for 30+ years and has a bachelor’s degree from Widener University. She has worked in management with retailers such as The Disney Store and Apple Retail where she utilized her passion for planning, organizing and a strong focus on customer satisfaction.
Lorie is an active member of the local branch of The Business and Professional Women’s group where she is currently the Vice President. She is also the Chairperson of the yearly fundraiser for scholarships awarded to local high school female students and community philanthropy.
Lorie resides in Western Pennsylvania with her husband, two sons and two dogs. In her spare time, she loves to be outdoors gardening, watching her sons play soccer and creating various craft projects.
Matthew Heffner
Marketing Director
Matthew Heffner
Marketing Director
Matthew Heffner is a data-driven professional with more than 20 years in marketing and creative services, with the past eight years focusing on improving brands in the digital space. His background includes extensive marketing communications in healthcare, technology, and ecommerce. As a highly organized professional with a Bachelor of Fine Art and demonstrated abilities in graphic design, digital marketing, web management, public and media relations, and project management, his talents are an asset to our organization.
Matthew resides in the Detroit, Michigan area with his wife, their three adult children, a 14-year-old thoroughbred rat terrier, and a rescue puppy Jack Russell terrier. In his spare time, Matthew can be found walking the dogs, working in the yard, watching college football, or enjoying an occasional trip to one of the Great Lakes. One of his favorite destinations is South Haven, Michigan, located on the shores of Lake Michigan.
Patrick Harkin, FRC, CFF
Federal Benefits Consultant
Patrick Harkin
Federal Benefits Consultant
Patrick Harkin retired from the U. S. Postal Service with nearly 35 years of government service in many different positions including five as Postmaster, numerous OIC/Acting Postmaster positions and other assignments to USPS Headquarters, Region & Area Headquarters, finishing his career as Manager, Operations Programs Support for the Greensboro District.
Patrick served in the U. S. Air Force and the Iowa Air National Guard.
Patrick studied Accounting and Business Law at Drake University and Iowa State University.
Patrick was born and raised in Iowa and moved to North Carolina in 2000 as a promotion to Postmaster of Shelby North Carolina.
Upon retiring from the Postal Service Patrick realized there is a huge gap of knowledge and understanding for postal employees, federal employees and veterans about their benefits and no one true source to get definitive answers.
Patrick specializes is federal benefits for current employees, retired employees and their family members.
Charity We Support
The 1Voice Foundation provides 25 programs and services to pediatric cancer patients and their families in west central Florida. They fund and operate a pediatric cancer research lab under the direction of Cameron Tebbi, M.D., who is developing the vaccine for leukemia and receives no compensation. The 1Voice Foundation is the legislative voice on Capitol Hill where we testify annually before Congress and the Senate. They have partnered with Hillsborough County Schools to open the 1Voice Academy, the first school in the United States for children with cancer.
