Destiny Wealth Partners/
Ruggie Wealth
Leadership
Leadership
HR & Accounts
Sales & Marketing
IT Support
Tom Ruggie, ChFC®, CFP®
Founder & CEO
Some of the most successful people in the world were born into
Rob Clark, CFP®
President & Managing Partner
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
Anthony Van Ore, CFP®
Chief Operating Officer and Chief Compliance Officer
Anthony “Tony” Van Ore has spent his entire career helping people. After
Chelsea McGee
Operations Manager
For as long as she can remember, Chelsea has had a passion
Tavares, FL
Leadership
HR & Accounts
Sales & Marketing
IT Support
Morgan Hatfield
Senior Wealth Advisor & Partner
From investors in the initial stages of planning and creating their financial
Carol Mulcahy
Senior Wealth Advisor
Carol is passionate about helping her clients thrive and views her role
Jenni Cheney
Trading Manager
With more than 15 years of experience in the banking/financial industry, Jenni
Colleen Arredondo, ChFC®
Associate Wealth Advisor & Client Relationship Manager
Colleen works closely with advisors and clients. She holds her Series 65
Sarah Anemone
Director of First Impressions & Client Relationship Manager
Involved with all aspects of Ruggie Wealth Management, Sarah serves as the
Brenda Mulholland
Bookkeeping
Brenda earned her BBA from Warner College. After working 16 years in
Cherie Hayes
Bookkeeping
Cherie was ‘raised’ around accounting work, helping her father as she was
Winter Park, FL
Leadership
HR & Accounts
Sales & Marketing
IT Support
Rob Clark, CFP®
President & Managing Partner
Rob Clark has been helping clients work toward long-term financial security for
Anthony Van Ore, CFP®
Chief Operating Officer and Chief Compliance Officer
Anthony “Tony” Van Ore has spent his entire career helping people. After
Louis Shinaman, ChFC®, CEP®
Senior Wealth Advisor & Partner
Senior Wealth Advisor & Partner
Lou is a Chartered Financial Consultant, Registered Investment
Makayla Bowman
Client Relationship Manager
Makayla has a passion for achieving and maintaining relationships with people, which
Julian Arribas
Client Relationship Manager
Born in Miami and raised in Dr. Philips, Florida, Julian has a
The Villages®, FL
Leadership
HR & Accounts
Sales & Marketing
IT Support
Jorge A. Romero, CFP®
Senior Wealth Advisor & Partner
Jorge A. Romero is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Partner at
Colleen Arredondo, ChFC®
Associate Wealth Advisor & Client Relationship Manager
Colleen works closely with advisors and clients. She holds her Series 65
KCG Investment Advisory Services
Savannah, GA
Leadership
HR & Accounts
Sales & Marketing
IT Support
Kimberly C. Good, ChFC®, CFP®, CIMA®
Senior Wealth Advisor & Partner
Kimberly is a 30-year veteran of the financial services industry, a Certified
Christina Martinez Harrison
Client Relationship Manager
Since Christina’s first job in a stationery store, she has strived to