KCG Investment Advisory Services
Savannah, GA
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Kimberly C. Good, ChFC®, CFP®, CIMA®
Senior Wealth Advisor & Partner
Kimberly is a 30-year veteran of the financial services industry, a Certified
Destiny Wealth Partners
Leadership
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Tom Ruggie, ChFC®, CFP®
Founder & CEO
Some of the most successful people in the world were born into
Rob Clark, CFP®
President & Managing 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
Anthony Van Ore, CFP®
Chief Operating Officer and Chief Compliance Officer
Anthony “Tony” Van Ore has spent his entire career helping people. After
Michael Marrone
Operations Manager
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™ practitioner (CFP®) and began
Tavares, FL
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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
Michael Marrone
Operations Manager
Michael comes to Destiny Wealth Partners with more than 20 years of
Sarah Anemone
Director of First Impressions & Client Relationship Manager
Involved with all aspects of Ruggie Wealth Management, Sarah serves as the
Claudia Nakano
Marketing Coordinator
Claudia Nakano has always liked creative challenges and pushing into “what’s next”.
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
Winter Park, FL
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HR & Accounts
Sales & Marketing
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Rob Clark, CFP®
President & Managing Partner
Rob Clark has been helping clients work toward long-term financial security for
Anthony Van Ore, CFP®
Chief Operating Officer and Chief Compliance Officer
Anthony “Tony” Van Ore has spent his entire career helping people. After
Louis Shinaman, ChFC®, CEP®
Senior Wealth Advisor & Partner
Senior Wealth Advisor
Lou is a Chartered Financial Consultant, Registered Investment Advisor, Certified
Jessica Greene
Client Relationship Manager
Jessica was Born and raised in Central Florida.
She graduated with a BS
The Villages®, FL
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Jorge A. Romero, CFP®
Senior Wealth Advisor & Partner
Jorge A. Romero is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and began
Mark Dickerson, ChFC®, CFP®, CDFA®
Senior Wealth Advisor
Wealth management has been a passion of Mark’s for more than two
Ashley Murillo
Client Relationship Manager
Ashley was born and raised in the suburbs of Chicago and has