Some of the most successful people in the world were born into

Rob Clark has been helping clients work toward long-term financial security for

Audrey’s passion for educating and assisting individuals as they pursue their financial

Anthony “Tony” Van Ore has spent his entire career helping people. After

For as long as she can remember, Chelsea has had a passion

From investors in the initial stages of planning and creating their financial

Carol is passionate about helping her clients thrive and views her role

With more than 15 years of experience in the banking/financial industry, Jenni

Colleen works closely with advisors and clients. She holds her Series 65

Involved with all aspects of Ruggie Wealth Management, Sarah serves as the

Brenda earned her BBA from Warner College.  After working 16 years in

Cherie was ‘raised’ around accounting work, helping her father as she was

Rob Clark has been helping clients work toward long-term financial security for

Anthony “Tony” Van Ore has spent his entire career helping people. After

Senior Wealth Advisor Lou is a Chartered Financial Consultant, Registered Investment Advisor, Certified

Makayla has a passion for achieving and maintaining relationships with people, which

Jorge A. Romero is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and began

Colleen works closely with advisors and clients. She holds her Series 65

Kimberly is a 30-year veteran of the financial services industry, a Certified

Since Christina’s first job in a stationery store, she has strived to