Nichols Wealth Partners
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![Chris Nichols](http://nicholswealth.com/wp-content/uploads/2022/12/Chris-Nichols-plain-bkgd-360x481-gs.jpg)
Managing Partner and Senior Wealth Advisor
Chris Nichols
Chris Nichols is the Founder, Managing Partner & Senior Wealth Advisor of
![Scott Roberts, CPA, CLU®](/wp-content/uploads/2022/12/Scott-Roberts-360x481-gs.jpg)
Director of Life Insurance and Estate Planning
Scott Roberts, CPA, CLU®
Through financial modeling of legal concepts, Scott brings clarity to the complex
![Raffaella Nichols](/wp-content/uploads/2022/12/Raffaella-Nichols-360x481-gs.jpg)
Director of Marketing and Events
Raffaella Nichols
Raffaella has years of experience in planning large and small events and
![Bradford Kerr](https://www.nicholswealth.com/wp-content/uploads/2023/11/Brad-Kerr-360x481-gs-R2.jpg)
Associate Wealth Advisor
Bradford Kerr
Bradford is committed to guiding his clients toward achieving their financial aspirations,
![Taiana Daniel, JD, MBA](https://www.nicholswealth.com/wp-content/uploads/2024/02/Taiana-Daniel_BW-360x481-1.jpg)
Director of Business Development
Taiana Daniel, JD, MBA
As an Ivy League executive counsel and an asset manager, Taiana has
Ruggie Wealth Management
Tavares
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![Morgan Hatfield](/wp-content/uploads/2022/12/Morgan-window-bkgd-bw-sm.jpg)
Senior Wealth Advisor and Partner
Morgan Hatfield
From investors in the initial stages of planning and creating their financial
![Carol Mulcahy](/wp-content/uploads/2022/12/Carol-window-bkgd-sm-bw.jpg)
Senior Wealth Advisor and Partner
Carol Mulcahy
Carol is passionate about helping her clients thrive, and views her role
![Jenni Chandler](/wp-content/uploads/2022/12/Jenni-window-bkgd-bw-sm.jpg)
Trading Manager
Jenni Chandler
With more than 15 years of experience in the banking/financial industry, Jenni
![Michael Marrone](/wp-content/uploads/2022/12/Michael-Marrone-window-bkgd-360x481-gs.jpg)
Director of Compliance
Michael Marrone
Michael came to Destiny Wealth Partners with more than 20 years of
![Sarah Anemone](/wp-content/uploads/2022/12/Sarah-window-bkgd-bw-sm.jpg)
Director of First Impressions and Client Relationship Manager
Sarah Anemone
Involved with all aspects of Ruggie Wealth Management, Sarah serves as the
![Brenda Mulholland](/wp-content/uploads/2022/12/Brenda-Mulholland-window-bkgd-bw-sm.jpg)
Staff Accountant
Brenda Mulholland
Brenda earned her BBA from Warner College. After working 16 years in
![Cherie Hayes](/wp-content/uploads/2022/12/Cheri-Hayes-window-bkgd-bw-sm.jpg)
Bookkeeper
Cherie Hayes
Cherie was ‘raised’ around accounting work, helping her father as she was
![Jessica Allman](https://www.nicholswealth.com/wp-content/uploads/2023/06/Allman_360x481-gs.jpg)
Marketing Coordinator
Jessica Allman
Jessica is a highly motivated marketing coordinator who began working in marketing
Winter Park
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![Rob Clark, CFP®](/wp-content/uploads/2022/12/Rob-window-bkgd-bw-sm.jpg)
President and Partner
Rob Clark, CFP®
Rob Clark has been helping clients work toward long-term financial security for
![Louis Shinaman, ChFC®, CEP®](/wp-content/uploads/2022/12/Louis-R2-window-bkgd-bw-sm.jpg)
Senior Wealth Advisor and Partner
Louis Shinaman, ChFC®, CEP®
Senior Wealth Advisor
Lou is a Chartered Financial Consultant, Registered Investment Advisor,
![Jeremy Wassmer](https://www.nicholswealth.com/wp-content/uploads/2023/04/Wassmer_360x481-gs.jpg)
Associate Wealth Advisor
Jeremy Wassmer
Jeremy is a detailed problem solver who enjoys boiling down complex issues
![Peyton Turner](https://www.nicholswealth.com/wp-content/uploads/2023/09/Peyton-2023-window-bkgd-360x480-gs.jpg)
Associate Wealth Advisor
Peyton Turner
Peyton brings a fresh perspective on financial planning to next-generation clients, and
![Jessica Greene](https://www.nicholswealth.com/wp-content/uploads/2023/08/Jessica-Greene-window-bkgd-360x481-gs.jpg)
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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![Jorge A. Romero, CFP®](/wp-content/uploads/2022/12/Jorge_Romero_IMG_7946-bw-360x480-1.jpg)
Senior Wealth Advisor and Partner
Jorge A. Romero, CFP®
Jorge A. Romero is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and began
Destiny Family Office
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![Tom Ruggie, ChFC®, CFP®](https://www.nicholswealth.com/wp-content/uploads/2023/11/Tom-1023-window-bkgd-360x481-gs.jpg)
Founder and CEO
Tom Ruggie, ChFC®, CFP®
Tom spent his first 25 years professionally building Ruggie Wealth Management, a
![Audrey Ralicki, CFP®](/wp-content/uploads/2022/12/Audrey-window-bkgd-bw-sm.jpg)
Managing Partner
Audrey Ralicki, CFP®
Audrey’s passion for educating and assisting individuals as they pursue their financial
![Rob Clark, CFP®](/wp-content/uploads/2022/12/Rob-window-bkgd-bw-sm.jpg)
President and Partner
Rob Clark, CFP®
Rob Clark has been helping clients work toward long-term financial security for
![Jorge A. Romero, CFP®](/wp-content/uploads/2022/12/Jorge_Romero_IMG_7946-bw-360x480-1.jpg)
Senior Wealth Advisor and Partner
Jorge A. Romero, CFP®
Jorge A. Romero is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and began
![Sharon Kolstad](https://www.nicholswealth.com/wp-content/uploads/2023/08/Sharon-2023-window-bkgd-360x481-gs.jpg)
Client Relationship Manager
Sharon Kolstad
Providing ongoing service and support that exceeds expectations, to Destiny Wealth Partners'