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 & 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
Michael J. Marrone, II
Operations
Michael comes to Destiny Wealth Partners with more than 20 years of
Jorge A. Romero, CFP®
Senior Wealth Advisor & Partner
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
Operations
Michael comes to Destiny Wealth Partners with more than 20 years of
Morgan Hatfield
Senior Wealth Advisor & Partner
From investors in the initial stages of planning and creating their financial
Carol Mulcahy
Senior Wealth Advisor & Partner
Carol is passionate about helping her clients thrive and views her role
Jenni Chandler
Trading Manager
With more than 15 years of experience in the banking/financial industry, Jenni
Sarah Anemone
Director of First Impressions & 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'
Winter Park, FL
Leadership
HR & Accounts
Sales & Marketing
IT Support
Rob Clark, CFP®
President & Partner
Rob Clark has been helping clients work toward long-term financial security for
Louis Shinaman, ChFC®, CEP®
Senior Wealth Advisor & 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
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®
Senior Wealth Advisor & Partner
Jorge A. Romero is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Partner at Ruggie Wealth. He
Mark Dickerson, ChFC®, CFP®, CDFA®
Senior Wealth Advisor
Wealth management has been a passion of Mark’s for more than two
Samantha Charette
Client Relationship Manager
Originally from Canada and now a Florida resident, Sam brings just under
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
Michelle Cipolla
Client Relationship Manager
Michelle is a Michigan native who has been in the financial industry
Nichols Wealth Partners
Boca Raton, FL
Leadership
HR & Accounts
Sales & Marketing
IT Support
Chris Nichols
Managing Partner & 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
Mary C. Nutt, CPA
Director of Operations
With a financial career that spans more than 25 years, Mary brings
Raffaella Nichols
Director of Marketing & Events
Raffaella has years of experience in planning large and small events and