Ruggie Wealth Management Welcomes New Client Relations Manager
Harvard graduate, Tom Hepner recently joined Ruggie Wealth Management as a Client Relations Manager.
Tavares, FL (PRWEB) July 14, 2007 -- Ruggie Wealth Management is pleased to announce that Tom Hepner has joined their firm as Client Relations Manager. Tom and his wife, Diana, have recently moved to the area and he is looking forward to this opportunity to get involved in the Lake County community. Tom has a BS from the U.S. Air Force Academy, an MS from Ohio State University and an MBA from Harvard Graduate School of Business Administration. In the past, he served on boards of both non-profit and for-profit organizations.
Tom's extensive experience as a successful entrepreneur and corporate executive includes business management, newspaper publishing and evaluating, purchasing and selling businesses. He also worked as an investment analyst, covering companies in the defense and container shipping industries. He has long been active in investing and his impressive list of professional credentials will bring a new dimension to the Ruggie team.
Ruggie Wealth Management was founded in 1991 by Tom Ruggie, CFP, ChFC and is located in Tavares, Florida. The firm's specialties include, but are not limited to, managing portfolio investments, monitoring the market for potential impact on client investments, facilitating estate and tax planning, reallocating client portfolios based upon market changes and developing financial planning strategies.
Securities, advisory services and financial planning offered through Linsco/Private Ledger.
Member NASD/SIPC
For more information contact:
Tom Ruggie
352.343.2700
###
|
