Ruggie Wealth Management
Tess Honan, CMP, currently serves as Fractional COO at Ruggie Wealth Management and CEO at Elevate Operations Consulting, where Tess specializes in scaling creative and professional service firms. Prior experience includes transformative roles such as Chief People Officer at Complete Care Centers and Chief Operating Officer at Engineered Advisory, where Tess achieved significant revenue growth and operational excellence. Tess's career spans multiple leadership positions at Walt Disney World and Walt Disney Imagineering, managing high-stakes projects and cultivating client relationships. With a strong educational background in Event and Hospitality Management from the University of Central Florida and Valencia College, Tess combines strategic insight with a passion for building effective teams and organizational culture.
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Ruggie Wealth Management
Ruggie Wealth Management provides comprehensive asset management and financial planning services for individuals and businesses. Founded by Tom Ruggie, ChFC®, CFP® who started in the financial industry in 1991, the firm represents a distinguished group of clients throughout the United States. Ruggie Wealth Management enjoys a well-deserved reputation for developing lasting client relationships, providing unbiased, research-driven financial advice and supporting other client needs through strategic alliances with experienced professionals. https://www.ruggiewealth.com/disclosures/