About Us

Evangeline is a distinguished Certified Public Accountant with decades of experience in tax, accounting, advisory, and financial planning services. Her career began remarkably early—at just 13 years old—when she started working at her family’s accounting firm. Over time, she assumed leadership of the firm, carrying forward her father’s legacy while expanding its services and impact.

Focusing in guiding small businesses through tax compliance, financial reporting, and strategic planning, Evangeline has built a reputation for being both a trusted advisor and a proactive partner in her clients’ long-term success.

Deeply rooted in the St. Lucie community, Evangeline is a founding member of several influential organizations, including the Executive Women’s Golf Association (EWGA), the Certified Fraud Examiners Association, and the Women in Business Networking Luncheon. Her philanthropic spirit shines through her active role in the Triple Crown for the Cure, a fundraising initiative supporting breast cancer awareness through golf, tennis, and a 5K run.

Evangeline also lends her proficiency to the broader community by serving on the advisory council of Alzheimer’s Community Care and the finance board at John Carroll High School.
Outside of her professional and civic commitments, Evangeline finds joy in spending time with her family. She enjoys swimming, gardening, traveling, and relaxing at the beach—activities that keep her grounded and inspired.

Victoria is an integral part of running this business as the client service professional.

She knows the ins and outs of managing client relationships, and always brings an optimistic approach, ready to assist in all aspects. She believes in the power of teamwork because “alone we can do so little: together we can do so much.” She has been working at the Private Client Group for over two years now, and outside of work you will find her spending time with her family and friends. As a Florida native, she loves a good beach day!

Mark brings more than 24 years of experience helping clients plan a safe, comfortable future. “It is my passion to help people reach their financial goals and it’s what led me to seek a career with Private Client Group.” It is this same commitment to his clients that has set him apart as the person to call when the unexpected occurs. Be it an aging parent suddenly requiring a live-in nurse, a couple planning on divorce or a child needing to transfer to an expensive private school, Mark steps in and makes sense of these challenges, helping you move forward with confidence.

With more than 20 years of experience in wealth management and personal financial planning for high net worth individuals, families, and businesses, Adam understands the importance of simplicity, understanding, transparency, and trust in all transactions. Like one of his favorite American humorists and writers, Mark Twain, he also appreciates the wisdom that comes from having lived through complicated economic events: “I have always loved Mark Twain’s account of ‘being a boy of fourteen’ and seeing his father as ‘so ignorant I could hardly stand to have him around.’ When he got to be twenty-one, Twain says he was ‘suddenly astonished at how much his father had learned in just seven years’. It makes me laugh; but, at the same time, it speaks to how our views change with experience.” Adam’s considerable experience in personal finance is an asset for him and for his clients. He has coached clients through the Dot-com Bubble, the Great Recession, and the COVID pandemic. He has helped hundreds of families reach their personal and financial goals during challenging markets and difficult economic times. Adam can help you adjust your focus, improve your understanding, and pursue your goals with confidence. Adam has extensive capabilities in wealth transfer, estate and income tax strategies, portfolio design, risk management, and retirement planning for clients. Adam works collaboratively with many of our financial professionals around the country, as well as CPAs, attorneys, and other financial professionals.

CA Insurance License # OF29386, Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements

Asset Map: Click Here

With more than 15 years of experience in financial planning for individuals, families, and businesses, Christian is one of the founding members of the Private Client Group and also one of its most enthusiastic members. Christian is a big believer in the power of teams; “I have often referenced the great Vince Lombardi when working with clients to achieve their goals. The legendary football coach always said that ‘the individual commitment to a group effort is what makes a team work, a company work, a society work and ultimately, a civilization work,’ which is why when I advise my clients I am fully committed to winning together.” This commitment to his clients, coupled with his depth of experience, a quality of execution, and a level of service that only a winning team can provide, is what makes Christian such a sought-after resource.

CA Insurance License # 0G72749, Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements

Asset Map: Click Here

Kevin focuses on investment strategies, wealth management and retirement planning at Private Client Group. Since joining his current broker-dealer, now Equitable Advisors in 1993, Kevin has been assisting high net worth families and individuals in aligning their financial strategies with their personal goals and philosophies. His holistic approach addresses both the opportunities, as well as the challenges, wealth presents for families. “I have often cited businessman Robert Kiyoski’s book, “Rich Dad, Poor Dad,” in my work with individuals and families. ‘It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” This is the purpose of sound financial planning and why Kevin has dedicated himself to establishing and securing legacies throughout his career. By helping families build their financial legacies, he is helping their loved ones inherit a better tomorrow.

CA Insurance License # OE38624, Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements

Gloria uses her diverse background to assist individuals, families and businesses to develop and implement financial strategies. Her responsibilities include consultative planning development with a focus on portfolio constructions, charitable planning and implementation of retirement strategies for professionals and women business owners. “Like AIbert Einstein famously said, ‘I strive to not just be a success, but rather to be of value to my clients’ in my approach to their financial needs.” This value is also what she brings to everything she helms, such as her role leading the Women’s Marketing Group for Equitable Advisors, LLC in Miami.

CA Insurance License # 4321426

With more than 15 years of experience in financial services, Rene focuses on a professional consultative approach, benefitting clients in the areas of making educated financial decisions, as they strive to achieve goals and preparing for life’s changes. By executing on integrated financial strategies designed to ease client’s concerns, Rene is able to make you comfortable with financial concepts while helping you take manageable steps towards achieving your goals. These wealth management and financial concepts he has mastered are typically, but not exclusively associated with retirement and education planning, risk and investments, wealth management, business continuation and corporate benefits. His extensive professional experience in Multimedia and Technology with reputable international corporations such as Sony and Harris Corporations, in international markets, allowed him to better understand and serve clients in diverse business sectors. “Due to my electronic engineering background and having worked many years in Senior Management positions in the Technology industry, I honed my skills at managing diverse operating procedures and people, towards a collective goal that benefits the overall group. That translated very nicely to the financial sector, where connecting clients, in an integrated way, with the right financial products to satisfy their particular needs is key.” Contributing to Private Client Group’s mission in delivering integrated financial strategies to meet and exceed your highest expectations is what drives Rene’s commitment to his clients.

CA Insurance License # OI17425

Asset Map: Click Here

Andy, as he is often called by his peers, has been a financial professional since 2014. Prior to becoming a financial professional, he was a mental health therapist and has a master’s degree in Mental Health Therapy and Counseling. “When transitioning my career from therapist to financial professional, I wanted to make sure that the skill set I developed as a therapist would be applied to help my clients address their financial concerns.” With a service-oriented approach, Andy listens intently, is empathic towards his clients’ concerns, and works diligently to find appropriate strategies. Having worked with a wide range of clients from those just beginning their financial journey to savvy business owners with a wealth of experience and knowledge, Andy delivers an experience that leaves you feeling both confident and capable to achieve any of your financial goals.

CA Insurance License # 4434227

AIF:  Accredited Investment Fiduciary (approved for use only by IARs who are approved by Equitable Advisors to offer services as a 3(21) Erisa Fiduciary.  

David holds a Bachelor’s degree in Finance from the University of Miami and has always had a passion for personal finance. At the Private Client Group, he works with a dedicated team to support families through various financial stages, helping them build and maintain wealth through distinctive strategies that align to their situation.

He focuses in retirement planning and asset management, ensuring that families are well-prepared for their future. His focus is on providing practical, well thought out advice and strategies to help clients achieve their financial objectives.

In his free time, he enjoys going fishing and running. Feel free to connect to discuss how we can work together on your financial journey.

CA license number: 4428777

Robert is a pivotal part of the team as the senior analyst.

Raised in Miami, Robert pursued his education at Florida International University before joining the Private Client Group, where he has been instrumental in driving its growth for the past nine years.

Beyond his professional endeavors, Robert has a diverse range of interests that enrich his life. He finds joy in outdoor activities such as hiking and gardening, while also indulging in more leisurely pursuits like photography and reading. His well-rounded nature makes him an exceptional team player, demonstrating his commitment to both his career and personal growth.

Robert Gutierrez is registered with Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and provides administrative support services only. 

Jonathan’s professional journey has been fueled by a passion for investment due diligence, client service, and the relentless pursuit of knowledge. Whether delving into market trends or evaluating investment opportunities, he thrives on the challenge of uncovering insights that empower informed decisions.

Driven by a commitment to excellence, Jonathan is currently on the path to becoming a CFA charterholder, a testament to his dedication to expanding his research skill set and delivering the greatest value to clients.

At the heart of his work lies a deep-seated love for research and client service. Every day, Jonathan is inspired by the opportunity to collaborate with individuals and organizations, guiding them towards their financial goals with tailored solutions and unwavering support. Jonathan invites others to embark on this journey together, unlocking new opportunities and achieving financial success, one insightful discovery at a time.

Jonathan Baikov is registered with Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and provides administrative support services only. 

Georvy takes great pride in providing excellent customer service to Private Client Group and Equitable Advisors’ broad list of clients. In his eight years at Equitable Advisors, LLC, he has proven himself a valuable resource maintaining contracts and accounts for longtime clients with great respect and attention to their concerns.

“I make sure I provide the type of service to our clients that I myself would wish to receive.This philosophy is at the center of everything we do at PCG.” Georvy is one more reason why, when you work with Private Client Group, you’ll not only receive excellent service, you’ll have a trusted resource dedicated to securing your future.

Georvy Panameno is registered with Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and provides administrative support services only. 

Carlos works diligently on providing the best possible care for all of Private Client Group’s clients. Not only does he strive to ensure that all clients receive best in class customer service, he does so in a effective and timely manner. Carlos brings a distinctive perspective to the team with his 6 years of banking experience including international banking. Carlos has always gone above and beyond for his clients, winning multiple customer service awards.

Carlos is a Florida Notary and currently holds a 2-15 Life, Health and Variable Annuity license. In his spare time, Carlos enjoys spending time with his wife, daughter, and two greyhounds. Carlos has many interests including traveling, import cars, biking, and putting his 17 years of drumming experience to use.

Carlos Rodriguez provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice.

“Well done is better than well said”. Michael uses his background in business and golf to serve clients with attention to detail, patience, and persistence. In addition to a passion for the financial markets, Michael truly cares about providing the best possible service to the clients at PCG.

Michael Carter provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice.

Shireen is our Marketing Director and a key member of making Al’s creative ideas come to life.

She focuses on client communications, content creation, and the Private Client Group’s branding and marketing strategy. Earning her bachelor’s degree in marketing and management at Concordia University in Canada, she is happy to be back in the sunshine state. 

On the weekends you will find Shireen playing tennis, attempting to finish her latest book, and trying (and failing) to not watch her favorite shows.

Andrew works with individuals and business owners to address the issues that may weigh heavily on their minds…from key employee retention to retirement accumulation and business succession planning. “Working in tandem with my client service manager, my clients experience a high-level of service and personal attention to their individual financial concerns. I review my client’s entire financial life, and then develop customized strategies to address the issues that may keep them up at night.” As an experienced financial professional, he helps clients achieve their desired lifestyle goals through a one-on-one, long-term relationship. His mission is to help clients identify and successfully pursue their dreams at every stage of their lives with confidence.

CA Insurance License # 0L37254

AR Insurance License # 7634642

Asset Map: Click Here

Craig is proud to be part of the Private Client Group Planning team. Craig is an accomplished and driven professional with a background in financial analysis, education, marketing and project management and takes great pride in providing great customer service to clients from all backgrounds.

His goal with PCG Planning is to help the team build strong relationships with customers and to learn about their financial needs through proactive outreach, appointment setting and participating in interactions with a great team of Financial Advisors. Craig’s 10 plus years of experience in the financial service sector has educated him with a familiarity in a variety of products and services that can help fulfill customer needs, resolve issues, concerns and complaints.

Craig has a master’s degree in Public Administration from New York University’s Robert Wagner School of Public Service and holds the FINRA Series 63, Series 65, and Series 7 registrations, as well as the Florida 215-Life, Health, and Variable Annuity license.

When not working with the PCG team, Craig likes to spend time with his 4 children, play basketball and watch movies.

Craig Rumsky is registered with Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and provides administrative support services only

Ryan Lacedonia has been in the financial services industry for 15 years. He is a graduate of the University of Miami.  Ryan also was a member of the Hurricanes football team.  After graduating from the University of Miami, Ryan relocated to New York and began working under the tutelage of hedge fund manager Mario Gabelli. Ryan started his career with Gabelli in institutional sales and research; he then moved to the client facing side of the business with a focus on retirement planning.

In 2014, Ryan moved to Tampa, Florida and started working as a financial advisor, serving the greater Tampa Bay area. He most recently worked for TIAA-CREF as a Wealth Management Advisor, assisting clients in building complex retirement plans and strategies. Ryan assists his clients in developing holistic plans that focus on efficient income drawdown strategies, diversified asset allocation plans and estate planning and legacy strategies.

 Ryan has a keen interest in establishing disciplined and unemotional investment strategies and retirement plans. “I always refer to a quote from famed economist Benjamin Graham” ‘The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.’

 With the resources and team support of Equitable Advisors, and the Private Client Group Partners, Ryan is able to help clients execute customized strategies in Wealth Protection and Risk Management, Investments, Retirement, Business Continuation, and Wealth Transfer.

Ryan holds a series 7 and 66 registration along with a Life and Health Annuities license. He also holds the Chartered Retirement Planning Counselor designation. CA Insurance License # 0M47087, Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements

With over 30 years of experience in the areas of financial planning, investments and insurance, Richard understands that this business is a relationship built on professionalism, trust and integrity.

Richard has always had a passion for helping people and wanting to make a difference in their lives.  As a financial professional, his clients include people from all walks of life: Individuals, Families, Business Owners, Entertainers, Actors and World-class Athletes. Richard works with them on a one-on-one basis to develop a customized strategic, long-term financial plan designed to enable them to achieve their goals and objectives. By removing the mystery from complex issues, his clients can easily and fully understand all their options.

Richard graduated from New York Institute of Technology with a degree in Finance & Marketing and holds a professional degree from Adelphi University in Financial Planning. He began his career as a stockbroker with Paine Webber. After becoming a CFP®, he joined Penn Mutual Life Insurance Company as a career agent and the Investment Coordinator for the largest agency in New York City.

Richard holds a FINRA, Series 7 (General Securities Representative), Series 63 and Series 66 (Uniform Securities Agent) registrations, as well as, Health, Accident & Life Insurance licenses. He also received a Life Underwriting Training Counsel Fellowship (LUTCF) designation. He is a member of many professional organizations including Life Underwriters Association and CFP Board of Standards & Practices.

Richard believes in the concept of giving back to the community. He supports a variety of charitable causes including “No Kidding Me 2 (NKM2)”, “Cooley's Anemia” and “Habitat for Humanity”. Numerous times throughout the year, he organizes and hosts events that benefit these important charities. He is also a financial educator, hosting seminars and workshops to keep his clients abreast of the latest developments in various products, market conditions and investment strategies. He has taught Retirement, Investment & Income Planning at many institutions and corporations such as Viacom and Pfizer.

CA Insurance License # 0D16484, CFP® and CERTIFIED FINANCIAL PLANNER^TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

A resident of Pensacola, Florida since 1979, T.J. has been involved in his community for many years.  His career in financial planning and wealth management services began in 2001.

T.J. graduated from the University of Southern Mississippi with a B.S. in Accounting/Computer Science.  He attended Harvard University, Cambridge, Massachusetts for studies in Modern Portfolio Theory and Investor Psychology. T. J. was awarded the Retirement Planning Specialist title from Equitable based upon receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.  He holds the CERTIFIED FINANCIAL PLANNER® professional designation, has been educated as a Certified Private Wealth Advisor at Chicago Booth School of Business, and holds the FINRA Series 7, 63, and 65 registrations.

T.J. and his wife, Mary have been married since 1982.

CFP^® and CERTIFIED FINANCIAL PLANNER^TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements

With over 25 years in the financial services industry, Steve's career has been built on empowering clients and building meaningful relationships. His academic journey began at the University of Florida, where he earned a bachelor’s degree in accounting in 1996, followed by a master’s in business administration from San Diego State University in 2006. Steve's professional path has been marked by significant roles, including Head of Distribution for the 1290 Funds and Regional Vice President in the Individual Retirement Division at Equitable Distributors, LLC.

Inspired by his interactions with financial advisors and clients, Steve transitioned to his current role as a wealth advisor with the Private Client Group (PCG). Driven by a desire to help people develop robust financial plans, his ultimate goal is to guide clients from uncertainty to confidence, allowing them to enjoy life knowing their wealth is secure and is working efficiently for them. Steve adopts a planning based approach, focusing on business owners and family planning.  Integrating wealth management, retirement income  strategies, and succession planning into his services, he ensures a comprehensive and personalized experience for each client.

Steve enjoys traveling, photography, and is an avid baseball and college football fan.

Steve’s credentials include the ChFC® designation and FINRA Series 7, 63, and 65 registrations, reflecting his focus and commitment to excellence in financial services. His journey is a testament to his dedication to empowering clients, building lasting relationships, and embracing life’s adventures with curiosity and enthusiasm.

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Thomas Multerer is a seasoned investment advisory professional with a focus on financial planning for business owners, executives, and high-net-worth individuals. His areas of focus include institutional nonqualified deferred compensation, qualified plan design, and estate maximization strategies.

Beginning his career in 1987 as a Registered Representative and District Manager, Tom founded TJM Integrated Wealth Management in 2005, later partnering with Corporate and Endowment Solutions in 2010. Following CES’s acquisition in 2020, he merged TJM with Panorama Institutional Services to continue delivering institutional strategies. He now operates within Private Client Group LLC, crafting tailored financial solutions.

A Marquette University graduate with a BA in Business Administration, Tom has earned multiple industry awards and served on advisory boards for organizations such as Major League Baseball Players Alumni and The Athlete Lab.

Married to Cathy Multerer, a CPA, for 35 years, they have three daughters and live by the mantra “Do It Anyway.” Tom enjoys golf, social games, and sports, reflecting a life dedicated to both professional excellence and community impact.

CA Insurance License #0F61256

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Chad is passionate about helping clients build tailored solutions that align with their distinctive
business objectives. With an inquisitive nature and a deep interest in understanding each client’s
history and future growth goals, he brings a consultative approach to every engagement. Chad
works closely with business owners and executive teams to deliver strategic solutions across
both the qualified and non-qualified plan marketplace.

Chad combines technical proficiency with a broad understanding of fiduciary responsibilities, plan design, and compliance. His commitment to continuous learning and client success makes him a trusted partner in navigating complex retirement and benefit planning landscapes.

Chad graduated from Dordt University with a degree in Business. He lives in Brookfield, WI
with his wife Karaline and their two children, Henry and Wilhelmina.

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