Home
Our Services
Professional Staff
Client Center
Client News
Account Access
Market Commentary
Stock Quotes
Financial Briefs
Tax Tips
Problem Solvers
Web Resources
Disclosure
Compliance
Contact Us

Professional Staff


Randall Ruggaard, CPA, CFP®
randy@ruggaard.net
 
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.


 
Aaron Seil, CFA
aaron@ruggaard.net

Aaron is Co-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.



 
Margie Ruggaard
Margie is the office manager. She is responsible for bookkeeping, billings and office administration.



 
John D. May III, CFP®
john@ruggaard.net
 
John is a Financial Advisor at Ruggaard & Associates, Inc. He holds a bachelors degree in Financial Services with a concentration in Financial Planning from the University of Akron.  He works directly with clients, assisting them in making sound financial decisions.


 


©2018 Ruggaard & Associates, Inc. All rights reserved.