Destiny Wealth Partners/Ruggie Wealth
Leadership
Leadership
HR & Accounts
Sales & Marketing
IT Support
Tom Ruggie, ChFC®, CFP®
Founder and CEO
Some of the most successful people in the world were born into
Rob Clark, CFP®
Managing Partner and President
Rob Clark has been helping clients work toward long-term financial security for
Audrey Ralicki, CFP®
Managing Partner
Audrey’s passion for educating and assisting individuals as they pursue their financial
Jorge A. Romero, CFP®
Managing Partner and Senior Wealth Advisor
Jorge A. Romero is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Partner at Ruggie Wealth. He
Tavares, FL
Leadership
HR & Accounts
Sales & Marketing
IT Support
Audrey Ralicki, CFP®
Managing Partner
Audrey’s passion for educating and assisting individuals as they pursue their financial
Michael J. Marrone, II
Director of Compliance
Michael came to Destiny Wealth Partners with more than 20 years of
Morgan Hatfield
Senior Wealth Advisor and Partner
From investors in the initial stages of planning and creating their financial
Carol Mulcahy
Senior Wealth Advisor and Partner
Carol is passionate about helping her clients thrive and views her role
Shawn VanSchoonhoven
Operations Manager
Shawn’s passion for serving others was ingrained in him by years of
Jenni Chandler
Trading Manager
With more than 15 years of experience in the banking/financial industry, Jenni
Sarah Anemone
Director of First Impressions and Client Relationship Manager
Involved with all aspects of Ruggie Wealth Management, Sarah serves as the
Brenda Mulholland
Staff Accountant
Brenda earned her BBA from Warner College. After working 16 years in
Cherie Hayes
Bookkeeper
Cherie was ‘raised’ around accounting work, helping her father as she was
Sharon Kolstad
Client Relationship Manager
Providing ongoing service and support that exceeds expectations, to Destiny Wealth Partners'
Jessica Allman
Marketing Coordinator
Jessica is a highly motivated marketing coordinator who began working in marketing
Winter Park, FL
Leadership
HR & Accounts
Sales & Marketing
IT Support
Rob Clark, CFP®
Managing Partner and President
Rob Clark has been helping clients work toward long-term financial security for
Louis Shinaman, ChFC®, CEP®
Senior Wealth Advisor and Partner
Senior Wealth Advisor & Partner
Lou is a Chartered Financial Consultant, Registered Investment
Jeremy Wassmer, CFP®
Associate Wealth Advisor
Jeremy is a detailed problem solver who enjoys boiling down complex issues
Jessica Greene
Senior Client Relationship Manager
Jessica was born and raised in Central Florida.
She graduated with a BS
The Villages®, FL
Leadership
HR & Accounts
Sales & Marketing
IT Support
Jorge A. Romero, CFP®
Managing Partner and Senior Wealth Advisor
Jorge A. Romero is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Partner at Ruggie Wealth. He
Peyton Turner
Associate Wealth Advisor
Peyton brings a fresh perspective on financial planning to next-generation clients, and
Nichols Wealth Partners
Boca Raton, FL
Leadership
HR & Accounts
Sales & Marketing
IT Support
Chris Nichols
Managing Partner and Senior Wealth Advisor
Chris Nichols is the Founder, Managing Partner, & Senior Wealth Advisor of
Scott Roberts, CPA, CLU®
Director of Estate and Business Success Planning
Through financial modeling of legal concepts, Scott brings clarity to the complex
Raffaella Nichols
Director of Marketing and Events
Raffaella has years of experience in planning large and small events and
Bradford Kerr
Wealth Advisor
Bradford is committed to guiding his clients toward achieving their financial aspirations,
Destiny Wealth
Jacksonville, FL
Leadership
HR & Accounts
Sales & Marketing
IT Support
Bill Newton
Partner and Senior Wealth Advisor
Bill Newton is a seasoned financial expert with a distinguished career spanning
Tom Mahoney
Business Development Officer
Tom has been in marketing and business development with Sterling Newton, now
Maureen Utz
Client Relationship Manager
Maureen’s value to clients is her attention to detail, her organizational skills