Our Team

FINANCIAL COUNSEL THAT STANDS APART

Look no further

We’ve found that our distinct blend of storied experience and savvy knowledge helps put us in position to serve the most discerning clients. Well-suited for those seeking a professional wealth management experience, our collaborative team caters to sophisticated investors in need of tailored portfolio and investment advice.

When you entrust your financial affairs to us, you’ll find that we can help you address the management of your wealth with the utmost level of care and specialized support – tailored to your unique needs.

Executive Team

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AL MAULINI, CFP®,
CPM®, CEPA®

FOUNDER, OWNER, PWMCG
SENIOR PORTFOLIO STRATEGIST
RJFS

   

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JORGE TIJERINO, MBA

CHIEF OPERATING OFFICER, PWMCG
PORTFOLIO STRATEGIST, RJFS

   

The Team

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DAVID GUNST

SENIOR VICE PRESIDENT, PWMCG
FINANCIAL ADVISOR, RJFS

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LUCIANA CRUZ

SENIOR VICE PRESIDENT, PWMCG
FINANCIAL ADVISOR, RJFS

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ROSEMARY GUILFOYLE

Wealth Advisor

  

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LEO MARRERO

CLIENT SERVICE ASSOCIATE

   

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SARA SUAREZ

Executive Assistant,
Director of Client Experience

   

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JAMIE LANDIVAR

VICE PRESIDENT, PWMCG
WEALTH ADVISOR, RJFS

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