| Randall Ruggaard, CPA, CFPTM
Randall is President and founder of Ruggaard & Associates, Inc. He is the
lead portfolio manager. He is a Certified Public Accountant and Certified Financial
Planner. He earned a BS degree in Accounting/Finance from Miami University and
an MBA from Case Western Reserve University. He has over 20 years experience in
the financial services industry.
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| Aaron Seil Aaron is Assistant Portfolio Manager responsible for financial research, trade execution, preparation of investment reviews and other financial projects. He earned a BA degree from Ohio Wesleyan University in Economics/Management and an MBA from Case Western Reserve University. His work experience included years of relationship management at a major discount brokerage firm in New York City.
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| Margie Ruggaard
Margie is the office manager. She is responsible for bookkeeping, billings and office administration.
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