KCG Investment Advisory Services
Savannah, GA
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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
Client Relationship Manager
Michelle is a Michigan native who has been in the financial industry
Destiny Wealth Partners
Leadership
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HR & Accounts
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Tom Ruggie, ChFC®, CFP®
Founder and CEO
Some of the most successful people in the world were born into
Rob Clark, CFP®
President and 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
Stef Astheimer
Chief Revenue Officer
Stef is an accomplished senior leader with a history of successes as
Michael Marrone
Director of Mergers and Acquisitions and Compliance
Michael came to Destiny Wealth Partners with more than 20 years of
Jorge A. Romero, CFP®
Senior Wealth Advisor and Partner
Jorge A. Romero is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and began
Tavares, FL
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HR & Accounts
Sales & Marketing
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Audrey Ralicki, CFP®
Managing Partner
Audrey’s passion for educating and assisting individuals as they pursue their financial
Michael Marrone
Director of Mergers and Acquisitions and Compliance
Michael came to Destiny Wealth Partners with more than 20 years of
Morgan Hatfield
Senior Wealth Advisor and Partner
From investors in the initial stages of planning and creating their financial
Carol Mulcahy
Senior Wealth Advisor and 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
Sarah Anemone
Director of First Impressions and Client Relationship Manager
Involved with all aspects of Ruggie Wealth Management, Sarah serves as the
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
Sharon Kolstad
Client Relationship Manager
Providing ongoing service and support that exceeds expectations, to Destiny Wealth Partners'
Jessica Allman
Marketing Coordinator
Jessica is a highly motivated marketing coordinator who began working in marketing
Winter Park, FL
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HR & Accounts
Sales & Marketing
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Rob Clark, CFP®
President and Managing Partner
Rob Clark has been helping clients work toward long-term financial security for
Louis Shinaman, ChFC®, CEP®
Senior Wealth Advisor and Partner
Senior Wealth Advisor
Lou is a Chartered Financial Consultant, Registered Investment Advisor, Certified
Stef Astheimer
Chief Revenue Officer
Stef is an accomplished senior leader with a history of successes as
Jeremy Wassmer®
Associate Wealth Advisor
Jeremy is a detailed problem solver who enjoys boiling down complex issues
Peyton Turner
Associate Wealth Advisor
Peyton brings a fresh perspective on financial planning to next-generation clients, and
Jessica Greene
Senior Client Relationship Manager
Jessica was Born and raised in Central Florida.
She graduated with a BS
The Villages®, FL
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HR & Accounts
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Jorge A. Romero, CFP®
Senior Wealth Advisor and Partner
Jorge A. Romero is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and began
Samantha Charette
Client Relationship Manager
Originally from Canada and now a Florida resident, Sam brings just under
Nichols Wealth Partners
Boca Raton, FL
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HR & Accounts
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Chris Nichols
Managing Partner and Senior Wealth Advisor
Chris Nichols is the Founder, Managing Partner and Senior Wealth Advisor of
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
Operations ManagerDirector of Marketing and Events
Raffaella has years of experience in planning large and small events and