Tag Archives: Leadership

Tom Ruggie, ChFC®, CFP®

Thomas H. Ruggie, ChFC®, CFP® – Founder & CEO

Some of the most successful people in the world were born into it. Tom Ruggie started with nothing – the son of divorced parents, living in a single-wide mobile home in the “middle of nowhere”, struggling to graduate from high school — and through hard work, talent, tenacity, and a burning drive for excellence and innovation created one of the preeminent wealth management firms in the country. After excelling in college at the University of Central Florida, Tom went right into the financial industry in 1991, founding Central-Florida based Ruggie Wealth Management from scratch more than 25 years ago.

Since then, Tom has become one of the most respected financial advisors in the industry, receiving national recognition as a top-performing investment advisor by organizations including:

  • Barron’s Top 1200 Financial Advisors 2020, 2019, 2018, 2017, 2016, 2015, 2013, 2009
  • Financial Times Top 300 Advisors 2018, 2017, 2016
  • Forbes Finance Council 2020, 2019, 2018, 2017, 2016
  • Forbes/Shook Research Best-In-State Wealth Advisors 2020, 2019
  • Financial Advisor Top RIA Firms 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2011

The Florida native has served on numerous boards of directors serving for-profit and not-for-profit organizations and foundations. He was appointed by the Governor to the Florida Prepaid College Plan which manages more than $10 billion in assets and serves over 80,000 college students annually and served as its vice-chairman.

In 2013, he and wife Kim created the Tom and Kim Ruggie Family Foundation to support projects that strengthen the bond of families, improve the quality of people’s lives and enhance opportunities for access to life-enriching services such as healthcare and education.

In 2018, Tom was named to the Orlando Magic Youth Foundation (OMYF) Board, which is committed to helping children in Central Florida, especially those most at risk, realize their full potential.

Tom, his wife, son, daughter and son-in-law are ‘addicted’ to CrossFit and working-out in general. In 2020, Tom earned the CrossFit Level 1 Trainer designation.

He also enjoys traveling with his family, red wine and has a significant sports’ memorabilia collection.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results, nor should it be construed as a current or past endorsement by any of its clients. Rankings published by magazines, and others, may base their selections on information prepared and/or submitted by the recognized adviser.

Rob Clark, CFP®

Rob Clark, CFP® President & Managing 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, and is a Leadership Orlando Alumni. He enjoys spending time with his family, golfing and health/fitness. The Florida native was born in Sarasota.

Getting to Know Rob
Bucket List: Cruise to Alaska
Favorite TV Show: The Office
Favorite Food: Sushi

Audrey Ralicki, CFP®

Audrey Ralicki, CFP® – Managing Partner

Audrey’s passion for educating and assisting individuals as they pursue their financial goals started in 2006 when she began her career in the industry. She received her bachelor’s degree in Finance with a concentration in Financial Planning from the University of North Florida in Jacksonville. Two years prior to graduation, she began working for a local Jacksonville financial advisor and obtained her 2-15 Life, Health and Variable Annuity license.

Her tenure with Ruggie Wealth Management started in 2011, and she has served in various roles within the firm. Her career began as an Advisor Assistant, working with Senior Wealth Advisors and clientele to support daily servicing needs. In July 2012, she obtained her Series 65 Uniform Investment Advisor licensure. Thereafter, Audrey worked directly with clients as their primary investment advisor, handling new-client and investment-account onboarding, financial planning and trading. During her early years with the company, she grew into a leadership position role alongside the RWM operations team by helping to provide oversight, support and procedural process within the firm.

In 2016, Ruggie Wealth Founder & CEO Tom Ruggie began a family office division centered around clientele with advanced wealth strategy needs. Audrey has since served as the Senior Registered Client Associate for Destiny Family Office, working alongside Tom as his primary assistant. Her role encompasses coordinating family office professionals, providing seamless integration of technology and above all exemplary service to family office members of all generations.

In 2018, she was promoted to Managing Partner of Ruggie Wealth Management and continues to work primarily in the Destiny Family Office division. Audrey brings a vast array of knowledge and best-practice skills to our team, with experience, passion and a positive attitude. She continues to strive to further her industry knowledge and is in the process of pursuing her licensure as a Certified Financial Planner.

Getting to Know Audrey
Passions: Yoga, crafting, spending time with my family, playing with my dachshund – Layla
Favorite Food: Pasta! But almost anything Italian
Best Piece of Financial Advice You Received: Save first, then budget for spending
Favorite Quote: Inhale positivity, Exhale negativity
Favorite Movie or TV Show: All shows on the Food Network
Favorite Holiday: Halloween
Biggest Accomplishment: Becoming managing partner at Ruggie Wealth Management

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.

Chelsea McGee

Chelsea McGee – Operations Manager
For as long as she can remember, Chelsea has had a passion for making an impact on others and helping them pursue their full potential personally and professionally.
She obtained her Series 6 registration in 2015 and got her introduction to the financial industry as an investment counselor and administrator for institutional and multiple employer retirement plans. Her focus on making the most of every interaction with clients and providing them with an extraordinary client experience is ultimately what led her to the wealth management sector in 2017.
Diverse experience in supporting institutional and individual clients has helped Chelsea acquire valuable skills in process improvement, operations, analytics, and communication which help her provide clients with exceptional support.
In her spare time, she enjoys documentaries, reading, crafting, traveling with her spouse and children, and attending their sporting events.