RWM Asset Management/
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
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
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
Senior Wealth Advisor
Lou is a Chartered Financial Consultant, Registered Investment Advisor, Certified

Makayla Bowman
Client Relationship Manager
Makayla has a passion for achieving and maintaining relationships with people, which

The Villages®, FL
Leadership
HR & Accounts
Sales & Marketing
IT Support

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

Colleen Arredondo
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
