Leadership, experience and a commitment to building a strong relationship with you, distinguishes the Ruggie Wealth Management team. We use a client-centered approach to achieve our high level of service.
Rather than having just one financial advisor working on your behalf, our dedicated group of professionals overseeing your financial plan could include an advisor, portfolio manager, and client relationship manager.
Thomas H. Ruggie, ChFC®, CFP® – President/CEO
Tom is a Chartered Financial Consultant (ChFC®), a Certified Financial Planner™ (CFP®) and a veteran of the investment and financial planning industries who began his career in 1991 and subsequently founded Ruggie Wealth Management to serve individuals, small businesses and non-profit organizations. Tom’s entrepreneurial spirit, investment strategy and steadfast dedication to client service have allowed him to grow Ruggie Wealth Management into a firm which, along with its principals, advises on nearly $700 million in assets.
Rob Clark, CFP®, Partner
Rob Clark has been helping clients work toward long-term financial security for their families and their businesses since 2001. It is his goal to help his clients grow, protect, and manage their assets in the most tax efficient manner. With attention to detail and organizational skill, Rob effectively manages clients’ portfolios, creating an integrated strategy aimed at meeting their investment and retirement objectives.
Rob is a Certified Financial Planner™ and holds a Bachelor’s degree from the University of Central Florida. He serves on the Orange County Children and Family Services Board, the Orange County Animal Services Classification Board, the UCF Alumni Association Board of Directors, and is Leadership Orlando Alumni.
The Florida native was born in Sarasota.
Louis Shinaman, ChFC®, CEP® – Senior Wealth Advisor
Lou is a Chartered Financial Consultant, Registered Investment Advisor, Certified Estate Planner, Registered Options Principal, and a senior member of our investment management committee.
He began his career by becoming a Registered Representative in 1996. His expertise is working with high net worth Individuals, as well as small to medium sized businesses. He works with a team of industry professionals to coordinate a complete financial wellness program for his clients. This includes financial planning, wealth accumulation and estate planning, income taxation, life and health insurance, business taxation and planning, investments and retirement planning.
Lou attended primary school here in Central Florida, and received his Associate of Science Degree from Valencia College.
He has traveled overseas as a renowned public speaker focusing on investments and technical analysis. In his spare time he enjoys fishing, traveling, and playing tennis. Lou is also fluent in Spanish.
He is honored to sit on the board of UCP of Central Florida, which is dedicated to enriching the life of children of all abilities, providing individualized support, education, and therapy services to thousands of children across seven campuses in Central Florida.
Jorge A. Romero, CFP®, Senior Wealth Advisor
Jorge A. Romero is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP) and a senior member of the investment management committee at Ruggie Wealth Management.
He began his career in the financial services industry in 2004 after having served honorably in The United States Marine Corps. Prior to joining RWM, Jorge served as an Assistant Vice President and Financial Consultant at a regional bank.
As an investment advisor, Jorge’s focus is on the establishment of strong and long-lasting relationships with clients by addressing their goals and dreams through a comprehensive and disciplined financial planning process. Jorge also consults on a variety of personal financial topics such as asset allocation design, portfolio analysis & risk management, and retirement & estate planning.
In 2008, Jorge received his B.A. in Political Science and Pre-Law along with a Minor in Latin American Studies from The University of Central Florida. Jorge is currently pursuing a Master of Science in Financial Planning and Taxation and is a member of The Financial Planning Association of Central Florida.
In his spare time, Jorge enjoys spending time with his family; he is also an avid reader of history, international relations and linguistics books. Jorge speaks Spanish, some Italian, and French and is trying to learn Farsi amongst other things.
Audrey Ralicki – Associate Advisor
Audrey’s primary focus is client care, communicating with individuals on a daily basis to assist with their account servicing needs. She is also responsible for establishing new accounts, monitoring transfer status, placing trades and preparing investment reports. Audrey comes to us with more than five years of experience in the financial services marketplace. She has the skill to serve our clients efficiently and effectively and it is her professional goal to maintain the highest-possible standards of service.
A native of Orlando, Audrey received her Bachelor’s degree in Financial Planning from the University of North Florida in Jacksonville.
Morgan Hatfield – Senior Wealth Advisor, Retirement Specialist
From investors in the initial stages of planning and creating their financial futures, to those needing to manage their wealth, Morgan brings a range of services to her clients to help them reach their financial goals, including holding educational seminars for retirement plan participants.
Morgan joined Ruggie Wealth Management and its affiliated companies in 2008. A graduate of the University of Central Florida with a degree in Finance, she not only has a depth of financial knowledge, and knowledge of retirement products such as 401 (k) plans, she knows the local market and has had a strong presence in the community for many years.
Morgan was also named a Five-Star Professional Wealth Manager for 2016
Jenni Cheney – Senior Operations Analyst
With more than 15 years of experience in the banking/financial industry, Jenni is a knowledgeable, enthusiastic professional and problem solver committed to outstanding client and advisor relations. Her primary focus at Ruggie Wealth is trading and advisor oversight.
The Florida native was born in Orlando and recently moved back to Florida following Hurricanes Irma and Maria, after living in the U.S. Virgin Islands. She attended Gordon State College in Georgia and enjoys traveling, attending concerts and spending time with her family.
Eric Inge – Vice President, Retirement Plans
Eric has been recognized for his expertise and top performance helping employers/plan sponsors and employees with an array of employee benefits, including 401(k) plans, group health, payroll outsourcing, human resources, workers’ compensation insurance, and workplace safety. He has also taught continuing education classes covering retirement planning, health insurance and labor law compliance.
During his eight years as a Senior Sales Consultant at Paychex, he was first named Rookie of the Year and then qualified for the company’s Inner Circle Elite (ICE), an honor awarded to only 25 reps company-wide (3,000+. He later brought his client-centered approach to his positions as Vice President of Jordan Dynamics, where he added 401(k) and payroll to their line-up of services, and as partner in Redwood Recovery Solutions.
In 2013, Eric was named “Man of the Year” by the Leukemia & Lymphoma Society of the Palm Beaches and now serves on their board, and in 2015-16, he served on the Board of Governors of Leadership Palm Beach County. He is also actively involved with Place of Hope and many other charitable and community-building organizations. An avid CrossFit Athlete, Eric and his wife especially enjoy time raising their two children.
David Melnyk – Retirement Analyst
David graduated from the University of Florida with a B.S.B.A. in finance, and a Certificate in Personal and Family Financial Planning. He served as a teaching assistant for the business school’s undergraduate finance course and helped develop UF’s online classes. Shortly after graduating, he joined the Space Coast Gator Club and, at 23, became one of the nation’s youngest Gator Club Presidents to ever serve the UF Alumni Association.
His experience with cancer in 2008 ignited his passion for using financial planning to live a great life. During his four-year fight, cancer took a toll on many aspects of his life, but through careful financial planning he was able to afford both his treatment and education. Today, he is excited to help other young professionals and business owners meet their most cherished financial goals by educating, supporting, and encouraging them along the way.
David has been quoted in Business Insider, GoBankingRates.com, Monster.com, Main Street, and Florida Today for his expertise in working with entrepreneurial young professionals and helping them lay a solid financial foundation, while using technology to help them make more with less work.
In his spare time, David enjoys adventure. He has visited most of the United States and lived in Puerto Rico, the Cayman Islands, and Canada. His favorite hobbies include tennis, reading, diving, biking, and spending time with family and friends.
Sarah Anemone – Advisor Assistant/Client Relationship Manager
Involved with all aspects of Ruggie Wealth Management, Sarah serves as the firm’s nerve center, deftly coordinating several responsibilities to provide smooth operation so that client service is sustained at peak efficiency. Her duties include client coordination, computer maintenance, managing advisors’ calendars, ensuring advertising compliance and facilitating all internal and external communications – as well as assisting with day-to-day needs. She also distributes the Ruggie Wealth Management weekly e-newsletter.
Sarah has been with Ruggie Wealth since 2002.
A native of Luray, VA, Sarah made office management her specialty from the beginning of her career. Her formidable experience includes more than 10 years improving inner-office procedures at two other companies. Strong communication skills, efficiency and the willingness to accomplish the task at hand are among the professional abilities that allow Sarah to excel.
Colleen Arredondo – Advisor Assistant
Colleen earned her Bachelor of Arts degree in Communications/Business from Southern New Hampshire University. She has also received a paralegal certificate from Boston University. After nine years as a military wife, Colleen and her family moved to the Leesburg area where she served as a transaction coordinator for three Realtors® in the Mount Dora area. Colleen shares, “When it comes to paperwork, I am a perfectionist. I enjoy taking the complex and making it simple and understandable to our clients.” In her role at Ruggie Wealth, she will assist advisors and clients primarily from our newest office located within The Villages® community. The New Hampshire-native enjoys time with her family and being a minivan-driving soccer mom.
Cory Churchill – Advisor Assistant
Cory’s primary focus is client care, communicating with individuals on a daily basis to assist with their account servicing needs. He is also responsible for establishing new accounts, monitoring transfer status and preparing investment reports. It is his professional goal to maintain the highest-possible standards of service, and to help our clients efficiently and effectively.
Cory began with us as an intern in March 2015, and is currently in his senior year at Florida International University pursuing a BBA in Finance.
In his downtime, Cory enjoys exercising, travelling, and spending time with his friends and family.
Haillie Church – Advisor Assistant
Haillie’s primary focus is providing exceptional care to our clients, communicating with them regularly and assisting with their account servicing needs. She is also responsible for establishing new accounts, monitoring transfer status, and preparing investment reports. She joins Ruggie Wealth following two years in the financial field where she provided customer service and support for other RIAs. She has the skills to serve our clients efficiently and it is her professional goal to maintain the highest possible standards of service.
Haillie is a native Floridian. She received her Bachelor’s Degree in Finance from the University of South Florida in Tampa, and enjoys baking, traveling, hanging out at the beach, and spending time with her family.
