Rankings & Recognitions
Tom is Founder and CEO of Destiny Family Office and a nationally recognized wealth manager, executive, and entrepreneur. Over the past 35+ years, he has built one of the country’s premier wealth management organizations, comprised of two independent RIAs, a multi-family office, multiple wealth management firms, alternative investment funds, a co-investment fund, and other privileged investment initiatives designed to address the unique needs of UHNW individuals and families.
Naturally solutions-oriented, Tom helps families solve the complex challenges that accompany significant wealth, by helping trusted advisors work in unison on behalf of each family, identifying and evaluating opportunities, managing risk, navigating major transitions, and making informed decisions that may impact generations. He and his team strive to be the first call clients make during life’s most important moments and unexpected challenges.
Tom often says, “I am my own client.” As a result, every solution offered by Destiny Family Office has been shaped by a simple question: “What would I want if I were sitting on the other side of the table?” The answer has been refined through decades of experience, continuous learning, and collaboration with some of the world’s leading entrepreneurs and thought leaders through organizations including Strategic Coach, Vistage, EOS, and TIGER 21.
A respected investor and recognized authority in alternative investments, Tom was named InvestmentNews Advisor of the Year for Alternative Investments in 2025 and again in 2026. He is known for providing qualified purchasers access to private, mid to late-stage, pre-IPO, direct and co-investment opportunities that have historically been difficult to access including Anduril, Anthropic, Databricks, Open AI and other transformative companies and industry disruptors.
His expertise spans private equity, venture capital, private credit, direct lending, real estate, and direct pre-IPO investments in many of the world’s most sought-after private companies,
An avid collector of sports memorabilia himself, Tom has become a leading voice on collectibles and passion assets as an emerging investment category. Drawing upon his personal experience and work with collectors, he has developed a proprietary Scorecard designed to help families and collectors better understand how to plan for the needs, risks, and opportunities associated with their collections, including considerations related to valuation, documentation, security, taxation, insurance, and wealth transfer.
Tom is a frequent speaker, published author, and contributor to leading industry publications. His insights on family office services, private markets, alternative investments, and collectibles have earned him national recognition as a 14-time Barron’s Top 1500 Advisor, a 9-time Forbes Best-in-State Wealth Advisor (#1 in North Florida in 2024), and an InvestmentNews Top Financial Professional.
Today, Tom remains committed to helping successful families make better decisions, seize meaningful opportunities, and build enduring legacies that extend far beyond financial capital.
Audrey works alongside Tom to help create holistic plans for our Family Office clients – entrepreneurs, executives and multi-generational families with highly complex needs.
Her vision is to align their financial objectives with the desired impact, legacy and purpose they wish to make as they work to achieve their destiny. She is committed to providing leadership and support to our entire team of family office professionals, and above all, to providing exemplary service to the multiple generations of family office clients we serve.
Audrey’s passion for helping individuals and families pursue their financial goals led her to earn her bachelor’s degree in Finance with a concentration in Financial Planning from the University of North Florida in Jacksonville. She joined Destiny Wealth Partners in 2011, and has served in various roles within the firm. In 2018, she was named Managing Partner.
The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Destiny Wealth Partners, LLC is engaged, or continues to be engaged, to provide investment advisory services. Additional information at: https://destinyfamilyoffice.com/disclosures/
The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Destiny Wealth Partners, LLC is engaged, or continues to be engaged, to provide investment advisory services. Additional information at: https://destinyfamilyoffice.com/disclosures/
Providing ongoing service and support that exceeds expectations, to Destiny Wealth Partners’ clients and team members alike, is Sharon’s focus and commitment. Before joining our team, she worked for a Christian non-profit organization, and has a passion to help others succeed both professionally and personally.
Born and raised in a small town in North Central Florida, she has lived in the Orlando area with her husband and children since 2017. Outside the office, she enjoys spending time with her family, paddle boarding and doing CrossFit.
Favorite Holiday: Christmas
Ronnie serves as a direct point of contact for clients, ensuring they receive timely support, consistent updates, and a seamless service experience. His attention to detail and proactive approach helps build trust and enhance client satisfaction throughout every stage of the financial journey.
Ronnie earned his degree in Finance from the University of Central Florida and currently holds a Series 65 license. Prior to becoming a full-time team member upon his graduation, Ronnie began developing a strong foundation in financial operations, client service, and investment processes. His background reflects a commitment to supporting client goals through clear communication, dependable execution, and long-term relationship building.
Outside of work, Ronnie enjoys golfing, running, working out, reading, and spending quality time with his family. He’s also passionate about adding new skills to his arsenal and enjoys playing the piano.
Get to Know Ronnie:
Favorite food: Hibachi or Italian
Best piece of financial advice you received: “Time in the market beats timing the market.”
Favorite quote: “The man who moves a mountain begins by carrying away small stones.” – Confucius
If I could meet anyone, past or present, it would be: Jordan Peterson
Hidden talent/skills: Piano and cooking
Favorite book: The Alchemist
Favorite movie: Good Will Hunting
Name something on your bucket list: Complete an Ironman triathlon
Place you’d most like to visit: Scotland or Ireland
Biggest accomplishment: Passing my Series 65 on the first try while balancing school and work
Rob Clark has been helping clients work toward long-term financial security for their families and their businesses since 2001. It is his goal to help his clients grow, protect, and manage their assets in the most tax-efficient manner. With attention to detail and organizational skill, Rob effectively manages clients’ portfolios, creating an integrated strategy aimed at meeting their investment and retirement objectives. Rob is a Certified Financial Planner™ and holds a bachelor’s degree from the University of Central Florida. He serves on the Orange County Children and Family Services Board, the Orange County Animal Services Classification Board, and is a Leadership Orlando Alumni. He enjoys spending time with his family, golfing and health/fitness. The Florida native was born in Sarasota.
Getting to Know Rob
Bucket List: Cruise to Alaska
Favorite TV Show: The Office
Favorite Food: Sushi
The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Destiny Wealth Partners, LLC is engaged, or continues to be engaged, to provide investment advisory services. Additional information at: https://destinyfamilyoffice.com/disclosures/
Jorge A. Romero, a CERTIFIED FINANCIAL PLANNER™ (CFP®), serves as the Managing Partner at Destiny Family Office.
He began his career in the financial services industry after having served honorably in The United States Marine Corps. Jorge works closely with clients and their families to develop & implement comprehensive wealth management solutions designed to help themachieve their goals. His areas of focus include lifestyle funding and cash flow analysis, tax planning, estate planning, risk management, family governance and philanthropic planning.
Jorge also co-leads Destiny Wealth Partners’ Investment Committee, where his responsibilities include shaping the firm’s investment policy formation, asset allocation strategy development, manager research & selection, and portfolio performance monitoring.
Jorge received his Bachelor of Arts in Political Science, and Pre-Law along with a Minor in Latin American Studies from The University of Central Florida and is currently pursuing a Master of Science in Financial Planning and Taxation along with the Certified Investment Management Analyst (CIMA®) designation. He is a member of The CFA Institute & CFA Society of Orlando, The Financial Planning Association of Central Florida, The Investments & Wealth Institute, as well as the Estate Planning Council of The Villages®.
In his spare time, Jorge enjoys playing Polo, tennis, learning about wine and traveling; he is an avid reader of history, international relations, and linguistics books. He speaks Spanish, some Italian, and French, and is always exploring new languages.
The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Destiny Wealth Partners, LLC is engaged, or continues to be engaged, to provide investment advisory services. Additional information at: https://destinyfamilyoffice.com/disclosures/
Chris Nichols has been in the financial services industry for more than two decades and specializes in comprehensive wealth planning for ultra-high-net-worth clients. Through collaboration with these entrepreneurs, intergenerational families, institutions, and their other trusted advisors, he has a long tradition of helping them define their unique wealth management and investment objectives and building customized strategies aimed at achieving their goals. He offers oversight of the family’s overall financial matters, philanthropic strategies, and the development of the human and intellectual capital of the next generations.
