Nichols Wealth Partners
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HR & Accounts
Sales & Marketing
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Managing Partner and Senior Wealth Advisor
Chris Nichols
Chris Nichols is the Founder, Managing Partner & Senior Wealth Advisor 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
Associate Wealth Advisor
Bradford Kerr
Bradford is committed to guiding his clients toward achieving their financial aspirations,
Ruggie Wealth Management
Tavares
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HR & Accounts
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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
Trading Manager
Jenni Chandler
With more than 15 years of experience in the banking/financial industry, Jenni
Director of Mergers and Acquisitions and Compliance
Michael Marrone
Michael came to Destiny Wealth Partners with more than 20 years of
Director of First Impressions and Client Relationship Manager
Sarah Anemone
Involved with all aspects of Ruggie Wealth Management, Sarah serves as the
Staff Accountant
Brenda Mulholland
Brenda earned her BBA from Warner College. After working 16 years in
Bookkeeper
Cherie Hayes
Cherie was ‘raised’ around accounting work, helping her father as she was
Marketing Coordinator
Jessica Allman
Jessica is a highly motivated marketing coordinator who began working in marketing
Winter Park
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President and Partner
Rob Clark, CFP®
Rob Clark has been helping clients work toward long-term financial security for
Senior Wealth Advisor and Partner
Louis Shinaman, ChFC®, CEP®
Senior Wealth Advisor
Lou is a Chartered Financial Consultant, Registered Investment Advisor,
Chief Revenue Officer
Stef Astheimer
Stef is an accomplished senior leader with a history of successes as
Associate Wealth Advisor
Jeremy Wassmer
Jeremy is a detailed problem solver who enjoys boiling down complex issues
Associate Wealth Advisor
Peyton Turner
Peyton brings a fresh perspective on financial planning to next-generation clients, and
Senior Client Relationship Manager
Jessica Greene
Jessica was Born and raised in Central Florida.
She graduated with a BS
The Villages
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Senior Wealth Advisor and Partner
Jorge A. Romero, CFP®
Jorge A. Romero is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and began
Client Relationship Manager
Samantha Charette
Originally from Canada and now a Florida resident, Sam brings just under
Destiny Family Office
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HR & Accounts
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Founder and CEO
Tom Ruggie, ChFC®, CFP®
Tom spent his first 25 years professionally building Ruggie Wealth Management, a
Managing Partner
Audrey Ralicki, CFP®
Audrey’s passion for educating and assisting individuals as they pursue their financial
President and Partner
Rob Clark, CFP®
Rob Clark has been helping clients work toward long-term financial security for
Chief Revenue Officer
Stef Astheimer
Stef is an accomplished senior leader with a history of successes as
Senior Wealth Advisor and Partner
Jorge A. Romero, CFP®
Jorge A. Romero is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and began
Client Relationship Manager
Sharon Kolstad
Providing ongoing service and support that exceeds expectations, to Destiny Wealth Partners'
KCG Investment Advisory Services
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HR & Accounts
Sales & Marketing
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Senior Wealth Advisor and Partner
Kimberly C. Good, ChFC®, CFP®, CIMA®
Kimberly is a 30-year veteran of the financial services industry, a Certified
Client Relationship Manager
Michelle Cipolla
Michelle is a Michigan native who has been in the financial industry