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
Executive Vice President & CFO
Cindy Jameson
Executive Vice President & CFO
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, Sr. Retirement Coach
Gregory Jameson
Vice President, Sr. 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.
Kendra Snodgrass
Success Manager
Kendra Snodgrass
Sr. 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.
Jennifer Laws
Client Success Administrator
Jennifer Laws
Client Success Administrator
ennifer grew up in a military family, moving often and living on military bases including Governor’s Island, N.Y.C., Honolulu, HI and Ft. Lauderdale, FL before landing in Tampa, FL in 2000.
Jennifer’s early professional career started in private banking before moving on to working as a Legal Assistant for several years. For the past 15 years Jennifer has been a stay-at-home mom during which she successfully started and managed a thriving custom decorated cookie business for over 6 years. She currently resides in Knoxville, TN with her husband, two boys and their Australian Shepherd, Harley.
In her spare time, Jennifer is passionate about her art, cooking and baking. She’s a longtime Tampa Bay Lightning fan and enjoys all sorts of adventures whether near or far.
Emily Arnold, ChSNC, CFBS
Sr. Retirement Coach
Emily Arnold
Sr. Retirement Coach
For over 16 years, Emily has been a trusted retirement coach, serving families throughout Colorado and across the U.S. With a deep passion for empowering women through financial education, Emily is dedicated to helping her clients navigate life’s most important financial decisions.
Emily holds Series 7 & Series 66 licenses along with ChSNC, CFBS, and CLU certifications. These key certifications allow her to offer clients a full spectrum of services—providing financial advice, managing investment portfolios, and executing trades for clients.
Emily’s expertise lies in guiding families through complex estate planning, with specialized knowledge in Special Needs Planning, Family Business Planning, and Retirement Planning. She also brings extensive experience in federal retirement benefits, ensuring her clients receive tailored solutions for their unique circumstances.
As your personal retirement coach, Emily’s goal is to ensure your retirement transition is seamless and successful, focusing on your individual needs—because no two families are alike, and everyone deserves personalized attention.
A proud Colorado native, Emily balances her professional life with her love for the outdoors. She enjoys skiing, golfing, paddleboarding, hiking, and walking her beloved Greater Swiss Mountain dog. A former elite athlete, she stays active and loves unwinding on the patio with her spouse, good conversation, and a glass of wine.
Michael J Gavaletz, FRC
Sr. Retirement Coach
Michael Gavaletz
Sr. 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.
Lonnie Hood, ChFEBC, RICP
Sr. Retirement Coach
Lonnie Hood
Sr. Retirement Coach
With his strong background in the financial services industry, Lonnie understands the challenges many face when planning for retirement. He believes that helping clients take ownership of their decisions is the first step toward reaching their specific financial goals. His approach emphasizes the importance of proactive decision-making and its positive impact on one’s overall financial situation.
Lonnie looks forward to sharing innovative strategies to help clients achieve their financial objectives. Preparing for retirement can often be a confusing and difficult process. However, Lonnie excels at empowering clients to make informed decisions that will help them achieve their desired goals. He can help you address critical financial questions such as how to minimize taxes and ensure your life insurance is working effectively.
Lonnie and his wife like to travel the U.S. He loves spending time with family, fly fishing and hiking. Lonnie also enjoys playing tennis and golf.
Ronnie Newsham, ChFEBC
Sr. Retirement Coach
Ronnie Newsham
Sr. 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.
James Torres (Se Habla Espanol)
Sr. Retirement Coach
James Torres
Sr. Retirement Coach
James Torres is a proud veteran of the U.S. Army with more than 25 years of experience as a financial professional. He has dedicated his career to educating and serving clients in multiple states, offering his expertise in both English and Spanish. Throughout his career, James has held various upper-level corporate positions, which have contributed to his extensive knowledge and experience in the financial services industry.
James’s robust background makes him a valuable asset to the financial services community. His diverse experience in multiple facets of the finance industry has provided him with unique insights into various financial strategies. He specializes in helping clients over 50 reach their financial goals through comprehensive retirement planning, tax planning, social security optimization, estate planning, long-term care considerations, and debt elimination/reduction strategies.
With a commitment to building lasting, quality relationships, James combines personal service and leadership skills to provide a cornerstone of service and strategy for his clients. His goal is to help them achieve their financial objectives through tailored advice and guidance.
James is dedicated to continuous learning and professional development. He actively participates in industry associations to stay current with the latest trends and best practices in financial services for mature adults.
James and his wife, Maria, reside in Southeast Florida and are proud parents of five children and grandparents to six. Beyond his professional life, James is a highly active community leader. He serves in various community programs focused on feeding those in need, volunteers at his church’s Benevolence Ministry offering free financial education and guidance and participates in both domestic and international missions.
Nicole Fligor
Sr. Scheduling Coordinator
Nicole Fligor
Sr. Scheduling Coordinator
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.
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.
Calvin Bagley, FRC
Federal Benefits Consultant
Calvin Bagley
Federal Benefits Consultant
Calvin Bagley retired from the U.S. Postal Service in January 2010 after an impressive 33-year career in civil service. Beginning as a letter carrier, Calvin advanced through various roles, including supervisor, superintendent, and several postmaster positions, as well as officer in charge (OIC) details. His dedication culminated in his role as manager of post office operations, overseeing 80 postmasters.
Before his postal career, Calvin proudly served four years in the U.S. Air Force and spent an additional four years as a police officer. He earned a bachelor’s in criminal justice from North Carolina Wesleyan College.
Calvin is also a certified federal retirement consultant (FRC), equipped to guide both active and retired federal employees and their families through the complexities of federal benefits programs. Currently licensed in 25 states, Calvin has spent the last fourteen years educating and assisting federal employees in optimizing their retirement plans. His extensive experience includes collaborations with numerous federal agencies such as ATF, Customs and Border Protection, Immigration, FBI, Social Security, FSA, and many others.
Charity We Support
At Jameson Financial Solutions, we firmly believe in giving back to our community, and it’s an integral part of our ethos. That’s why we proudly support two remarkable organizations: the 1Voice Foundation, dedicated to aiding pediatric cancer patients and their families, and TEAM ADDO, a veteran-led initiative.
TEAM ADDO is on a noble mission to empower and assist transitioning service members as they navigate the challenging journey from military service to civilian life. Recognizing the distinct hurdles veterans encounter during this pivotal transition, TEAM ADDO is steadfast in providing comprehensive support, guidance, and opportunities to ensure a seamless integration into civilian society.
Their approach is holistic, aiming to “Suit Up” transitioning service members with the essential tools and skills required for success in their post-military endeavors. From career development and educational support to mental health assistance and community involvement, TEAM ADDO offers a diverse array of services. Through personalized mentoring, professional networking, and access to invaluable resources, they strive to leave no veteran behind, fostering a sense of belonging and purpose during the transition process.
At the core of TEAM ADDO’s philosophy is the belief that every transitioning service member deserves the chance to craft a fulfilling civilian life, drawing upon the invaluable experiences gained during military service. By cultivating a supportive and nurturing environment, they empower veterans to embrace their unique strengths and talents, fostering personal growth, resilience, and success across all facets of life.
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