KCG Investment Advisory Services
Savannah, GA
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HR & Accounts
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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
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 & 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
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
All Members
HR & Accounts
Sales & Marketing
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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
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
Louis Shinaman, ChFC®, CEP®
Senior Wealth Advisor & Partner
Senior Wealth Advisor
Lou is a Chartered Financial Consultant, Registered Investment Advisor, Certified
Jeremy Wassmer®
Associate Wealth Advisor
Jeremy is a detailed problem solver who enjoys boiling down complex issues
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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HR & Accounts
Sales & Marketing
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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
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
Sales & Marketing
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Chris Nichols
Managing Partner & 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
Mary C. Nutt, CPA
Director of Operations
With a financial career that spans more than 25 years, Mary brings
Raffaella Nichols
Operations ManagerDirector of Marketing & Events
Raffaella has years of experience in planning large and small events and