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Will Your Money Last as Long as You Do?

Check out this 6-page instant download for the key financial challenges that can make — or break — your income plan in retirement:

  • Living longer in retirement, including how to potentially minimize taxes
  • Higher health care expenses, such as managing increased prescription-drug costs
  • Long-term care, including a strategy to address in-home caregiving expenses

Meet the professionals who can help you Pursue Your Goals

We help individuals and families work toward achieving their ideal retirements.

Meet the professionals who can help you Pursue Your Goals

We help individuals and families work toward achieving their ideal retirements.

Meet The Team

The team behind Jameson Financial Solutions, Inc. is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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harry-jameson

Harry Jameson, ChFEBCPresident & CEO

Harry Jameson is focused on helping clients 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 both 1974 and 1975. In 1981, Harry began working as an institutional bond trader for Liberty Government Securities in Newport Beach, California, where he was, again, a top producer until 2001. After nearly five decades of success, Harry finds helping families realize their retirement dreams at Jameson Financial Solutions to be the most rewarding chapter of his career yet.

Harry attended L.A. Valley City College.

In his free time, Harry enjoys all that the sunny beaches of Tampa Bay, Florida, have to offer.

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cindy-jameson

Cindy Jameson Chief Financial Officer

Cindy Jameson is the co-owner and chief financial officer of Jameson Financial Solutions.

She has worked in the legal field for more than 40 years and 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 asked on numerous occasions to attend hearings in Washington, D.C., for the cause.

Cindy has an Associate in Applied Science degree from Portland State University.

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maria2

Maria Jameson Mendivil Executive Vice President

Maria Jameson Mendivil’s “servant’s heart” shows in her tireless dedication to helping clients conserve and protect their retirement nest eggs.

Maria got her start in the industry in 1995, where she worked for a variety of health-related marketing companies. Since joining Jameson Financial Solutions, Maria’s experience and love of helping others has been appreciated by clients looking to preserve and grow their retirement savings.

Maria has passed the 2-15 insurance exam and holds life and health licenses. She has a Bachelor’s of Business Administration degree from Saint Leo University.

In her free time, Maria enjoys volunteering for organizations like Make-A-Wish Foundation and Gigi’s Playhouse. She also loves traveling, salsa dancing and cheering on the Tampa Bay Lightning, Rays and Buccaneers.

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gregory-jameson

Gregory JamesonBenefits Consultant

Gregory Jameson is passionate about helping others achieve their retirement goals. Greg’s strong moral compass and big heart is transcended in the way he speaks with his clients.

Since joining Jameson Financial Solutions, his clients appreciate 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. 

Greg’s drive to help others has been appreciated by clients looking to preserve and grow their retirement savings.

In his free time, Greg is actively involved in his son’s school activities and sports. He is a volunteer for his son’s baseball team and enjoys exercising, camping, playing hockey and being a positive role model for his son.

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corey-heflin

Corey HeflinBenefits Consultant

Corey Heflin joined Jameson Financial Solutions in early 2018. 

He has spent the majority of his working life in service-oriented positions. His compassion for people and those he serves is second to none. His primary focus is helping his clients ensure their assets and retirement are properly preserved. He always goes the extra mile to provide the utmost care and peace of mind that their retirement future is secure.

Corey has passed the 2-15 insurance exam and holds licenses in life and health.

In his free time, Corey enjoys being with his family.

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jim-simonelli

Jim SimonelliBenefits Consultant

Jim has spent over 35 years as a highly successful account executive and sales manager. Having spent a majority of those years in the IT industry, Jim has now committed himself to a full-time career in the insurance industry. He proudly joined the Jameson Financial firm in 2018 and looks forward to continuing utilizing his skills and experience to enhancing the lives of his clients.

His business philosophy remains the same. Treat everyone as individuals and cater to their specific wants and needs. It’s this simple philosophy that makes Jim enjoyable to work with while creating excellent results.

Jim is also licensed in California as a life and accident, and health agent, as well as a licensed Realtor®.

Jim and his wonderful wife, Rorie, have been married 34 years and have two grown children. In his spare time, Jim enjoys being with family, playing the drums, paddle boarding and anything hockey.

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donna-sandoval

Donna SandovalAdministrative Assistant

With over 20 years of experience in the financial industry, Donna is a wonderful asset to the Jameson Financial Solutions team! She is dedicated to assisting at all levels of operation to ensure that staff, as well as clients, receive the support they need on a daily basis.

After attending the University of Colorado-Denver, Donna’s career path took her from banking to mortgage loans to real estate. 

Donna is married and a mother to three grown sons and three beautiful grandchildren. Whether it’s a day at the beach, taking in an athletic event or just sharing a wholesome meal, she loves spending time with family the most.

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CHARITIES WE SUPPORT

Giving back to our community is a cornerstone of Jameson Financial Solutions. Since 2006, Maria has been a wish granter for the Make a Wish Foundation. She has completed over 70 wishes of children with life-threatening medical conditions to enrich the human experience with hope, strength and joy. Make-A-Wish gives so many children hope when they need it most — and that means everything to us!

For the past 15 years, we have supported the National Pediatric Cancer Foundation and participated in the annual Steve Yerrid Kids' Fishing Derby. Childhood cancer receives a fraction of the research dollars that adult cancers do, which makes it important for us to continue our support.

Additionally, Maria sits on the board of directors of Gigi’s Playhouse Tampa, a Down Syndrome Achievement Center. This organization seeks to change the way the world views Down syndrome through national campaigns; educational programs; and by empowering individuals with Down syndrome, their families and the community. 

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

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Or give us a call at 727.935.7194

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