Destiny Wealth Partners/Ruggie Wealth
Leadership
Leadership
HR & Accounts
Sales & Marketing
IT Support
![Audrey Ralicki, CFP®](https://www.ruggiewealth.com/wp-content/uploads/2021/04/Audrey-window-bkgd-bw-sm.jpg)
Audrey Ralicki, CFP®
Managing Partner
Audrey’s passion for educating and assisting individuals as they pursue their financial
![Jorge A. Romero, CFP®](https://www.ruggiewealth.com/wp-content/uploads/2022/09/Jorge_Romero_IMG_7946-bw-360x480-1.jpg)
Jorge A. Romero, CFP®
Senior Wealth Advisor and Partner
Jorge A. Romero is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Partner at Ruggie Wealth. He
![Rob Clark, CFP®](https://www.ruggiewealth.com/wp-content/uploads/2021/04/Rob-window-bkgd-bw-sm.jpg)
Rob Clark, CFP®
President and Partner
Rob Clark has been helping clients work toward long-term financial security for
![Tom Ruggie, ChFC®, CFP®](https://www.ruggiewealth.com/wp-content/uploads/2023/11/Tom-1023-window-bkgd-360x481-gs.jpg)
Tom Ruggie, ChFC®, CFP®
Founder and CEO
Some of the most successful people in the world were born into
Tavares, FL
Leadership
HR & Accounts
Sales & Marketing
IT Support
![Audrey Ralicki, CFP®](https://www.ruggiewealth.com/wp-content/uploads/2021/04/Audrey-window-bkgd-bw-sm.jpg)
Audrey Ralicki, CFP®
Managing Partner
Audrey’s passion for educating and assisting individuals as they pursue their financial
![Michael J. Marrone, II](https://www.ruggiewealth.com/wp-content/uploads/2022/04/Michael-Marrone-window-bkgd-360x481-gs.jpg)
Michael J. Marrone, II
Director of Compliance
Michael came to Destiny Wealth Partners with more than 20 years of
![Morgan Hatfield](https://www.ruggiewealth.com/wp-content/uploads/2021/04/Morgan-window-bkgd-bw-sm.jpg)
Morgan Hatfield
Senior Wealth Advisor and Partner
From investors in the initial stages of planning and creating their financial
![Carol Mulcahy](https://www.ruggiewealth.com/wp-content/uploads/2021/04/Carol-window-bkgd-sm-bw.jpg)
Carol Mulcahy
Senior Wealth Advisor and Partner
Carol is passionate about helping her clients thrive and views her role
![Jenni Chandler](https://www.ruggiewealth.com/wp-content/uploads/2021/04/Jenni-window-bkgd-bw-sm.jpg)
Jenni Chandler
Trading Manager
With more than 15 years of experience in the banking/financial industry, Jenni
![Sarah Anemone](https://www.ruggiewealth.com/wp-content/uploads/2021/04/Sarah-window-bkgd-bw-sm.jpg)
Sarah Anemone
Director of First Impressions and Client Relationship Manager
Involved with all aspects of Ruggie Wealth Management, Sarah serves as the
![Brenda Mulholland](https://www.ruggiewealth.com/wp-content/uploads/2021/04/Brenda-Mulholland-window-bkgd-bw-sm.jpg)
Brenda Mulholland
Staff Accountant
Brenda earned her BBA from Warner College. After working 16 years in
![Cherie Hayes](https://www.ruggiewealth.com/wp-content/uploads/2021/04/Cheri-Hayes-window-bkgd-bw-sm.jpg)
Cherie Hayes
Bookkeeper
Cherie was ‘raised’ around accounting work, helping her father as she was
![Sharon Kolstad](https://www.ruggiewealth.com/wp-content/uploads/2023/08/Sharon-2023-window-bkgd-360x481-gs.jpg)
Sharon Kolstad
Client Relationship Manager
Providing ongoing service and support that exceeds expectations, to Destiny Wealth Partners'
![Jessica Allman](https://www.ruggiewealth.com/wp-content/uploads/2023/06/Allman_360x481-gs.jpg)
Jessica Allman
Marketing Coordinator
Jessica is a highly motivated marketing coordinator who began working in marketing
Winter Park, FL
Leadership
HR & Accounts
Sales & Marketing
IT Support
![Rob Clark, CFP®](https://www.ruggiewealth.com/wp-content/uploads/2021/04/Rob-window-bkgd-bw-sm.jpg)
Rob Clark, CFP®
President and Partner
Rob Clark has been helping clients work toward long-term financial security for
![Louis Shinaman, ChFC®, CEP®](https://www.ruggiewealth.com/wp-content/uploads/2021/04/Louis-R2-window-bkgd-bw-sm.jpg)
Louis Shinaman, ChFC®, CEP®
Senior Wealth Advisor and Partner
Senior Wealth Advisor & Partner
Lou is a Chartered Financial Consultant, Registered Investment
![Jeremy Wassmer, CFP®](https://www.ruggiewealth.com/wp-content/uploads/2023/04/Wassmer_360x481-gs.jpg)
Jeremy Wassmer, CFP®
Associate Wealth Advisor
Jeremy is a detailed problem solver who enjoys boiling down complex issues
![Peyton Turner](https://www.ruggiewealth.com/wp-content/uploads/2023/09/Peyton-2023-window-bkgd-360x480-gs.jpg)
Peyton Turner
Associate Wealth Advisor
Peyton brings a fresh perspective on financial planning to next-generation clients, and
![Jessica Greene](https://www.ruggiewealth.com/wp-content/uploads/2023/08/Jessica-Greene-window-bkgd-360x481-gs.jpg)
Jessica Greene
Senior 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®](https://www.ruggiewealth.com/wp-content/uploads/2022/09/Jorge_Romero_IMG_7946-bw-360x480-1.jpg)
Jorge A. Romero, CFP®
Senior Wealth Advisor and Partner
Jorge A. Romero is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Partner at Ruggie Wealth. He
KCG Investment Advisory Services
Savannah, GA
Leadership
HR & Accounts
Sales & Marketing
IT Support
![Kimberly C. Good, ChFC®, CFP®, CIMA®](https://www.ruggiewealth.com/wp-content/uploads/2023/01/K-Good-Headshot2022-360x481-gs.jpg)
Kimberly C. Good, ChFC®, CFP®, CIMA®
Senior Wealth Advisor and Partner
Kimberly is a 30-year veteran of the financial services industry, a Certified
![Michelle Cipolla](https://www.ruggiewealth.com/wp-content/uploads/2023/03/Cippola_360x481-gs.jpg)
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](https://www.ruggiewealth.com/wp-content/uploads/2023/01/Chris-Nichols-plain-bkgd-360x481-gs.jpg)
Chris Nichols
Managing Partner and Senior Wealth Advisor
Chris Nichols is the Founder, Managing Partner, & Senior Wealth Advisor of
![Scott Roberts, CPA, CLU®](https://www.ruggiewealth.com/wp-content/uploads/2023/01/Scott-Roberts-360x481-gs.jpg)
Scott Roberts, CPA, CLU®
Director of Estate and Business Success Planning
Through financial modeling of legal concepts, Scott brings clarity to the complex
![Raffaella Nichols](https://www.ruggiewealth.com/wp-content/uploads/2023/01/Raffaella-Nichols-360x481-gs.jpg)
Raffaella Nichols
Director of Marketing and Events
Raffaella has years of experience in planning large and small events and
![Bradford Kerr](https://www.ruggiewealth.com/wp-content/uploads/2023/11/Brad-Kerr-360x481-gs-R2.jpg)
Bradford Kerr
Associate Wealth Advisor
Bradford is committed to guiding his clients toward achieving their financial aspirations,