Randall Ruggaard, CPA, CFP®
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 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 is the office manager. She is responsible for bookkeeping, billings and office administration.
John D. May III, CFP®
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.