Meet the Team

Thomas A. Ruggiero is a seasoned financial executive, entrepreneur, and Founder & CEO of the Ruggiero family of companies. With more than 30 years of experience in wealth management, financial planning, banking, and business consulting, he has dedicated his career to helping individuals, families, and business owners protect, preserve, and transfer their wealth with confidence.

Prior to founding his companies, Thomas held senior leadership positions with Fortune 500 financial institutions including JPMorgan Chase, Citigroup, Citibank, and HSBC, where he oversaw large-scale financial operations and managed teams of more than 1,100 financial advisors. His leadership contributed to the growth of investment programs exceeding $4.5 billion in assets under management.

Today, Thomas applies that same depth of experience to estate and legacy planning, working alongside attorneys, tax professionals, and financial specialists to help clients create comprehensive strategies designed to preserve family wealth, minimize unnecessary taxes, protect assets, and ensure their wishes are carried out for future generations. His commitment to integrity, transparency, and personalized service has made him a trusted advisor to families seeking long-term financial security and lasting legacies.

Thomas W. Ruggiero is President of the Ruggiero family of companies and brings decades of experience in financial planning, investment management, and wealth preservation. His passion is helping individuals, families, and business owners create comprehensive strategies that protect their assets, preserve their legacy, and provide financial confidence for future generations.

After a successful career in the aeronautical industry, Tom transitioned into financial services, where he combined his business expertise with a client-first philosophy built on education, accessibility, and personalized planning. He believes effective estate planning extends beyond preparing legal documents—it requires coordinating investment, retirement, tax, and wealth transfer strategies to help ensure a family's wishes are carried out while protecting the wealth they have worked a lifetime to build.

  A Chartered Retirement Plans Specialist (CRPS®)  Tom also maintains multiple securities licenses, allowing him to provide comprehensive financial guidance as part of an integrated estate and legacy planning approach. His commitment to building lasting relationships and delivering thoughtful, objective advice has earned the trust of clients seeking to secure their financial future and leave a meaningful legacy. 

Christopher T. Ruggiero serves as Executive Vice President of the Ruggiero family of companies, where he helps individuals, families, and business owners develop comprehensive strategies to preserve wealth, protect assets, and create lasting legacies. With nearly 20 years of experience in the financial services industry, Chris combines investment expertise with a holistic approach to estate and legacy planning.

Prior to joining the Ruggiero organization, Chris held positions with Fortune 500 financial institutions, including JPMorgan Chase, Capital One, and TD Ameritrade, as well as leading independent broker-dealers. Throughout his career, he has served as a Regional Supervisor, Municipal Bond Principal, Structured Product Principal, Bank Officer, and Financial Advisor, giving him broad experience in complex financial planning and wealth management.

Chris believes every successful estate plan begins with understanding the client's complete financial picture, family dynamics, and long-term objectives. By working closely with estate planning attorneys, tax professionals, and financial specialists, he helps clients develop coordinated strategies designed to preserve wealth, minimize unnecessary taxes, facilitate the efficient transfer of assets, and provide financial security for future generations. His client-first philosophy and commitment to thoughtful planning have made him a trusted advisor to families seeking to protect what matters most.

As Director of Estate Planning at Estate Planz, LLC, Jaclyn Candurra is dedicated to helping individuals and families navigate the estate planning process with confidence and ease. She works closely with clients throughout the preparation of their estate planning packages, providing guidance, organization, and personalized support to help ensure every step of the process is completed efficiently and accurately.

Jaclyn understands that estate planning is one of the most important decisions a family can make. She is committed to delivering a smooth, client-focused experience by helping clients organize their information, understand the planning process, and coordinate the completion of their estate planning documents. Her compassionate approach, attention to detail, and commitment to exceptional service help clients feel informed and supported as they take important steps toward protecting their families, preserving their assets, and creating a lasting legacy.