Our Team
Providing a results-driven
experience by a dedicated,
nationally-recognized team
LEADERSHIP
All Members
HR & Accounts
Sales & Marketing
IT Support
Founder and CEO
Tom Ruggie, ChFC®, CFP®
Tom is a visionary wealth manager, executive, and entrepreneur who has spent
Managing Partner and President
Rob Clark, CFP®
Rob Clark has been helping clients work toward long-term financial security for
Managing Partner
Audrey Mancuso, CFP®
Audrey’s passion for educating and assisting individuals as they pursue their financial
President of Wealth Management - Destiny Wealth Partners
Brian Davis
With a background in organizational development and business strategy, Brian is a
Managing Partner and Senior Wealth Advisor
Jorge A. Romero, CFP®
Jorge A. Romero is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Partner at Ruggie Wealth. He
TAVARES, FLORIDA
All Members
HR & Accounts
Sales & Marketing
IT Support
Managing Partner
Audrey Mancuso, CFP®
Audrey’s passion for educating and assisting individuals as they pursue their financial
Senior Wealth Advisor and Partner
Morgan Hatfield
From investors in the initial stages of planning and creating their financial
Senior Wealth Advisor and Partner
Carol Mulcahy
Carol is passionate about helping her clients thrive and views her role
Wealth Advisor
Alan Belanger
As a Wealth Advisor, I enjoy helping clients bring clarity and confidence
Trading Manager
Jenni Chandler
With more than 15 years of experience in the banking/financial industry, Jenni
Director of First Impressions and Client Relationship Manager
Sarah Anemone
Involved with all aspects of Ruggie Wealth Management, Sarah serves as the
Bookkeeper
Cherie Hayes
Cherie was ‘raised’ around accounting work, helping her father as she was
Client Relationship Manager
Sharon Kolstad
Providing ongoing service and support that exceeds expectations, to Destiny Wealth Partners'
Client Relationship Manager
Ronnie Hopper
Ronnie serves as a direct point of contact for clients, ensuring they
Marketing Coordinator
Jessica Allman
Jessica is a highly motivated marketing coordinator who began working in marketing
WINTER PARK, FLORIDA
All Members
HR & Accounts
Sales & Marketing
IT Support
Managing Partner and President
Rob Clark, CFP®
Rob Clark has been helping clients work toward long-term financial security for
President of Wealth Management - Destiny Wealth Partners
Brian Davis
With a background in organizational development and business strategy, Brian is a
Senior Wealth Advisor and Partner
Louis Shinaman, ChFC®, CEP®
Senior Wealth Advisor
Lou is a Chartered Financial Consultant, Registered Investment Advisor,
Associate Wealth Advisor
Jeremy Wassmer CFP®
Jeremy is a detailed problem solver who enjoys boiling down complex issues
Senior Client Relationship Manager
Jessica Greene
Jessica was Born and raised in Central Florida.
She graduated with a BS
THE VILLAGES, FLORIDA
All Members
HR & Accounts
Sales & Marketing
IT Support
Managing Partner and Senior Wealth Advisor
Jorge A. Romero, CFP®
Jorge A. Romero is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Partner at Ruggie Wealth. He
Associate Wealth Advisor
Peyton Turner
Peyton brings a fresh perspective on financial planning to next-generation clients, and
JACKSONVILLE, FLORIDA
All Members
HR & Accounts
Sales & Marketing
IT Support
Senior Wealth Advisor and Partner
Bill Newton
Bill Newton is a seasoned financial expert with a distinguished career spanning
Business Development Officer
Tom Mahoney
Tom has been in marketing and business development with Sterling Newton, now
Client Relationship Manager
Maureen Utz
Maureen’s value to clients is her attention to detail, her organizational skills
NICHOLS WEALTH PARTNERS
BOCA RATON, FLORIDA
All Members
HR & Accounts
Sales & Marketing
IT Support
Managing Partner and Senior Wealth Advisor
Chris Nichols
Chris Nichols is the Founder, Managing Partner & Senior Wealth Advisor of
Senior Wealth Advisor
Mitch Faulkner, CFP®
Mitch is a CERTIFIED FINANCIAL PLANNER™ professional who provides comprehensive wealth management
Associate Wealth Advisor
Keith Ward
Keith is passionate about helping individuals and families navigate the complexities of
Director of Life Insurance and Estate Planning
Scott Roberts, CPA, CLU®
Through financial modeling of legal concepts, Scott brings clarity to the complex
Director of Marketing and Events
Raffaella Nichols
Raffaella has years of experience in planning large and small events and
PLAN YOUR FUTURE WITH US
Let us connect you with an advisor who will provide you with advice and a sphere of investments built around your short-and long-term goals. Our complimentary consultation can help you achieve the peace of mind that comes with exacting financial planning.