Meet Our Team
Built around your goals. Grounded in experience.
From wealth planning and investment strategy to family office services, our team brings decades of combined experience to every relationship — serving entrepreneurs, executives, families, and foundations as they navigate the complexities of building and preserving wealth.
Our advisors serve clients from five Florida offices, in Tavares, The Villages, Winter Park, Jacksonville and Boca Raton. Depending on your needs, our work may include retirement income planning, business growth and exit planning, and helping you understand how those financial decisions fit together.
Our Leadership
Executives and Office Leaders
Tom Ruggie, ChFC®, CFP®
Founder and CEO
Audrey Mancuso, CFP®
Managing Partner
Morgan Hatfield
Senior Wealth Advisor and Partner
Carol Mulcahy, CRPS, CRPS
Senior Wealth Advisor and Partner
Alan Belanger
Wealth Advisor
Jenni Chandler
Trading Manager
Sharon Kolstad
Client Relationship Manager
Ronnie Hopper
Wealth Advisor
Jessica Allman
Marketing Coordinator
Boca Raton, Fl
Nichols Wealth Partners
