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 Federal Retirement Experts is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

Harry Jameson-crop

Harry Jameson, chfebcPresident and CEO

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Maria Jameson Mendivil Executive Vice President

ADDITIONAL STAFF

Donna Sandoval Administrative Assistant

Corey HeflinBenefit Consultant

CHARITIES WE SUPPORT

Giving back to our community is a cornerstone of Federal Retirement Experts. Since 2006, we have completed 70 wishes for critically ill children in the Make-a-Wish Foundation. Seeing kids dig deeper and fight harder because they have their wish to look forward to is truly moving. And we all live for the smiles when their wish comes true! Make-a-Wish gives so many children hope in dark times — and that means everything to us!

For the last 15 years, we have supported the 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, Harry sits on the board of directors of Gigi’s Playhouse 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.

Or give us a call at 727.935.2421