Nichols Wealth Partners
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Managing Partner & Senior Wealth Advisor
Chris Nichols
Chris Nichols is the Founder, Managing Partner & Senior Wealth Advisor of
Director of Life Insurance & Estate Planning
Scott Roberts, CPA, CLU®
Through financial modeling of legal concepts, Scott brings clarity to the complex
Director of Operations
Mary C. Nutt, CPA
With a financial career that spans more than 25 years, Mary brings
Director of Marketing & Events
Raffaella Nichols
Raffaella has years of experience in planning large and small events and
Ruggie Wealth Management
Tavares
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Senior Wealth Advisor & Partner
Morgan Hatfield
From investors in the initial stages of planning and creating their financial
Senior Wealth Advisor & 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
Operations Manager
Michael Marrone
Michael comes to Destiny Wealth Partners with more than 20 years of
Director of First Impressions & 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
Winter Park
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President & Partner
Rob Clark, CFP®
Rob Clark has been helping clients work toward long-term financial security for
Senior Wealth Advisor & Partner
Louis Shinaman, ChFC®, CEP®
Senior Wealth Advisor
Lou is a Chartered Financial Consultant, Registered Investment Advisor,
Associate Wealth Advisor
Jeremy Wassmer
Jeremy is a detailed problem solver who enjoys boiling down complex issues
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 & Partner
Jorge A. Romero, CFP®
Jorge A. Romero is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and began
Senior Wealth Advisor
Mark Dickerson, ChFC®, CFP®, CDFA®
Wealth management has been a passion of Mark’s for more than two
Client Relationship Manager
Samantha Charette
Originally from Canada and now a Florida resident, Sam brings just under
Destiny Family Office
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Founder & 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
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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Senior Wealth Advisor & 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