Tom Ruggie Speaks at Investment News RIA Summit  

Tom Ruggie, ChFC®, CFP®, spent his first 25 years professionally building Ruggie Wealth Management into one of the premier firms in the country. The knowledge and wisdom gained from that led him to the founding of Destiny Family Office, a Destiny Wealth Partners firm, to help people face head-on the increasing complexities inherent in their business and personal lives so they can enjoy more time embracing their unique potential, transforming their worlds, and achieving their own destiny.

Acknowledging that in an evolving environment his firm must also continually evolve, he has identified three key areas where evolution has most keenly had a positive impact: presenting a compelling sphere of investments, including alternative, direct and co-investment opportunities, creating a special emphasis on high-end collectors whose collections signify a significant alternative investment, and strengthening the firm’s private trust capabilities. He has become one of the most respected financial advisors in the industry, receiving national recognition and rankings including:

• • 11X Barron’s Top 1200 Financial Advisors
• • 6X Forbes/Shook Research Best-In-State Wealth Advisors (2023: 5th in North FL)
• • 11X Financial Advisor Top RIA Firms
• • Forbes Finance Council 2016-2023
• • USA Today/Statista 500 Best Financial Advisory Firms
•  

The Florida native has served on numerous boards of directors serving for-profit and not-for-profit organizations and foundations. He was appointed by the Governor to the Florida Prepaid College Plan which manages more than $10 billion in assets and serves over 80,000 college students annually and served as its vice-chairman. In 2013, he and wife Kim created the Tom and Kim Ruggie Family Foundation to support projects that strengthen the bond of families, improve the quality of people’s lives and enhance opportunities for access to life-enriching services such as healthcare and education. In 2018, Tom was named to the Orlando Magic Youth Foundation (OMYF) Board, which is committed to helping children in Central Florida, especially those most at risk, realize their full potential.

Tom, his wife, son, daughter and son-in-law are ‘addicted’ to CrossFit and working-out in general. In 2020, Tom earned the CrossFit Level 1 Trainer designation. He also enjoys traveling with his family, red wine and has a significant sports’ memorabilia collection. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results, nor should it be construed as a current or past endorsement by any of its clients. Rankings published by magazines, and others, may base their selections on information prepared and/or submitted by the recognized adviser.

Kimberly is a 30-year veteran of the financial services industry, a Certified Financial Planner and an accomplished Certified Investment Management Analyst (CIMA). She earned her CIMA credentials through The Wharton School Aresty Institute of Executive Education and The Investment & Wealth Institute.

Kimberly has expertise in the development of personalized financial plans; in particular, the implementation of those plans including investment management. Kimberly has experience as a trust officer, has advanced certifications within the life insurance industry, and was a portfolio manager and investment advisor for boutique investment advisory firms before beginning KCG Investment Advisory Services in 2009.

She is passionate about creating financial plans for her clients that align with their core values and life purposes.

Kimberly believes in family first and enjoys scenic drives and bike rides with her husband, and family time with her sons.

Getting to Know Kimberly

Bucket List: A mission trip to India

Favorite Book: Midnight in the Garden of Good and Evil by John Berendt

Favorite Food: Salt & vinegar potato chips

Jorge A. Romero is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and began his career in the financial services industry in 2004 after having served honorably in The United States Marine Corps. Jorge’s focus is on the establishment of strong and long-lasting relationships with clients by addressing their goals and dreams through a holistic, comprehensive and disciplined financial-planning process. Jorge also consults on a variety of personal financial topics such as asset allocation design, portfolio analysis & risk management, and retirement & estate planning. 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 in 2008. He is currently pursuing a Master of Science in Financial Planning and Taxation and is a member of The Financial Planning Association of Central Florida, as well as the Estate Planning Council of The Villages®. In his spare time, Jorge enjoys spending time with friends and family; he is also an avid reader of history, international relations and linguistics books. Jorge speaks Spanish, some Italian, and French and is always trying to learn new languages. He also loves cycling, both outdoor and on his Peloton®, as well as tennis, and learning about wine.

Getting to Know Jorge

What’s Your Favorite Food: Aged Prime Steak

If I Could Meet Anyone, Past or Present, It Would Be… Albert Einstein

Favorite Book: One Hundred Years of Solitude

Favorite Movie or TV Show: Forrest Gump

What Motivates You? Solving Complex Problems

Favorite Holiday: Festivus

Name Something on Your Bucket List: Learn to speak Farsi

Place You’d Most Like to Visit: The Mariana Trench

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

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.