Tag Archives: Client Services

Anthony Van Ore, CFP®

Anthony Van Ore, CFP® – Chief Operating Officer and Chief Compliance Officer

Anthony “Tony” Van Ore has spent his entire career helping people. After obtaining his bachelor’s degree in Business Administration from the University of Central Florida in 1991, a desire to help others led Tony to serve his community as a Deputy Sheriff. Five years later, he made a career change to financial services and continued his pursuit to help others by assisting individuals and families make smart decisions about their money.

Tony brings to his role as COO & CCO a diverse skill set in client services, trading, operations and management accumulated over 21 years in both the broker/dealer and RIA segments.

He has volunteered as an item writer for the Certified Financial Planner Board of Standards, Inc. and served on the Board of Trustees for the City of Casselberry Police Officers’ and Firefighters’ Pension Board.

In his spare time, Tony spends his time with family or enjoying his favorite hobby of motorcycling, touring the U.S. through backroads and racing on closed-circuit road courses at high speed.

Favorite Food: Pizza
What Motivates Me: Learning new things… then moving on to the next challenge.
Bucket List Item: Attend the MotoGP races at all 19 tracks in 15 countries. So far I’ve done one in Spain.

Jenni Cheney

Jenni Cheney – Trading Manager

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 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.

Getting to Know Jenni
Favorite Beverage: Monster Energy
Favorite Holiday: Halloween
Favorite Quote: “Always remember that you are unique, just like everyone else.”

Sarah Anemone

Sarah Anemone – Director of First Impressions & Client Relationship Manager

Involved with all aspects of Ruggie Wealth Management, Sarah serves as the firm’s nerve center, coordinating several responsibilities to provide smooth operations so that client service is sustained at peak efficiency. Her duties include client coordination, servicing client accounts, managing advisors’ calendars, life insurance processing and facilitating all internal and external communications – as well as assisting with day-to-day needs.

Sarah began with Ruggie Wealth in 2002, and 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.

A native of Luray, VA, Sarah lives in Eustis with her husband.  In her non-work time she enjoys spending time with her two granddaughters, bike riding, local wine tastings and traveling. 

Getting to Know Sarah
Bucket List Items: Attending the Kentucky Derby and traveling to Alaska.