About Us
We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.
Jaclyn Pennella (Rey)
Jaclyn began her professional career at A.G. Edwards & Sons, Inc., co-founding Rey Financial Group in 2007. She has more than 16 years’ experience in the financial services industry and is the creator of our current service-focused practice and an integral part of the team.
Jaclyn was first inspired to join the investment planning field by her father, a financial advisor. Seeing the meaningful, positive impact he had on his clients’ lives encouraged her to follow in his footsteps. Now Managing Partner, Jaclyn has spent her entire career ensuring her clients feel heard and puts complex investment strategies in layman’s terms to help clients remain informed every step of the way, enabling them to select the best investments for their lifestyles. Before establishing Rey Financial Group, Jaclyn built on her financial experiences at Wachovia Securities, A.G. Edwards & Sons, Inc., and Spencer Savings Bank.
An alumnus of Quinnipiac University in Hamden, CT, Jaclyn holds a degree in Public Relations, with a minor in Psychology. She campaigns Rey Financial Group's client appreciation events and educational seminars, understanding that knowledge empowers our clients to make better decisions. She also spearheads Rey Financial Group’s insurance and college planning strategies, knowing that for many of her clients, the financial goals extend to the next generation. Jaclyn upholds the following licenses,
As a former Golden Hammer Award Recipient, it was a natural progression for Jaclyn to step up as a Girl Scout Troop Leader for her daughter. Recognized for her continued commitment to the community, she served on the Board of Directors for Girl Scouts Heart of New Jersey. Girl Scouts bring their dreams to life and work together to build a better world. Backed by trusted adult volunteers like Jaclyn, Girl Scouts lead the way as they find their voices and make changes that affect the issues most important to them.
Jaclyn has completed multiple marathons including the New York City Marathon and continues to regularly compete in long-distance running events. She is a member of the Women's Golf Association of New Jersey (WGANJ). In addition to running and golfing, she enjoys any endurance activities that challenge her mentally and physically.
Jaclyn lives in Hoboken, NJ with her husband, Matt, and daughters Natalie and Elise.
CA Insurance License Number: 4274588. Resident State NJ.
The 2008 Golden Hammer Award was awarded to Jackie by United State Hispanic Advocacy Association (USHAA) was bestowed by USHAA as a result of community efforts, unrelated to the business of the firm. Jackie received the 2003 Gold Award by Girl Scouts Heart of New Jersey (GSHNJ), which was bestowed by GSHNJ as a result of community efforts, unrelated to the business of the firm.
Jaclyn was first inspired to join the investment planning field by her father, a financial advisor. Seeing the meaningful, positive impact he had on his clients’ lives encouraged her to follow in his footsteps. Now Managing Partner, Jaclyn has spent her entire career ensuring her clients feel heard and puts complex investment strategies in layman’s terms to help clients remain informed every step of the way, enabling them to select the best investments for their lifestyles. Before establishing Rey Financial Group, Jaclyn built on her financial experiences at Wachovia Securities, A.G. Edwards & Sons, Inc., and Spencer Savings Bank.
An alumnus of Quinnipiac University in Hamden, CT, Jaclyn holds a degree in Public Relations, with a minor in Psychology. She campaigns Rey Financial Group's client appreciation events and educational seminars, understanding that knowledge empowers our clients to make better decisions. She also spearheads Rey Financial Group’s insurance and college planning strategies, knowing that for many of her clients, the financial goals extend to the next generation. Jaclyn upholds the following licenses,
- Securities: Series 7, 24 and 66 registrations
- Insurance: Life, Accident, Health or Sickness, Variable, Annuities, and Long Term Care (LTC) licensed.
As a former Golden Hammer Award Recipient, it was a natural progression for Jaclyn to step up as a Girl Scout Troop Leader for her daughter. Recognized for her continued commitment to the community, she served on the Board of Directors for Girl Scouts Heart of New Jersey. Girl Scouts bring their dreams to life and work together to build a better world. Backed by trusted adult volunteers like Jaclyn, Girl Scouts lead the way as they find their voices and make changes that affect the issues most important to them.
Jaclyn has completed multiple marathons including the New York City Marathon and continues to regularly compete in long-distance running events. She is a member of the Women's Golf Association of New Jersey (WGANJ). In addition to running and golfing, she enjoys any endurance activities that challenge her mentally and physically.
Jaclyn lives in Hoboken, NJ with her husband, Matt, and daughters Natalie and Elise.
CA Insurance License Number: 4274588. Resident State NJ.
The 2008 Golden Hammer Award was awarded to Jackie by United State Hispanic Advocacy Association (USHAA) was bestowed by USHAA as a result of community efforts, unrelated to the business of the firm. Jackie received the 2003 Gold Award by Girl Scouts Heart of New Jersey (GSHNJ), which was bestowed by GSHNJ as a result of community efforts, unrelated to the business of the firm.
Managing Partner
Ashley Rey
, CFP, CDFA
As a CFP® professional, Ashley focuses on developing goal-based investment strategies for the Rey Financial Group’s high net worth clients. She utilizes the breadth of Wells Fargo Advisors Financial Network's technology when preparing their clients’ written plans. In addition to focusing on goal-based planning, Ashley also concentrates on manager review and asset allocation strategies for the team. Ashley believes that knowledge is power, and with that knowledge she is not only committed, but passionate in helping her clients achieve their short term and long-term financial goals. Ashley’s ongoing pursuit of industry knowledge provides her with up to date information in the political and economic climate, which in turn aides her in making sound recommendations to her family’s clients. One of Ashley’s fortes is assisting clients to evaluate their current position, and how she can help them track towards their retirement goals. As a CDFA® professional, Ashley helps her clients and their attorney to recognize how the financial choices they make today will impact their financial future.
As a child, Ashley watched her father go to work each day with a passion for what he did. Coupled with her natural interest in economics, led her to graduate Vassar College with a BA in Economics, with departmental honors. Prior to joining her family at the Rey Financial Group, Ashley gained invaluable experience in the tax and estate planning department of Stern and Kilcullen, LLC and at Goldman Sachs’ private wealth management division. Ashley continues to advance her knowledge depth and education by regularly participating in industry seminars and conferences. A CFP® professional, Ashley takes pride in upholding the high ethical and practice standards established by the CFP® Board. She currently holds the following designations:
Securities: Series 7 and 66 registration
Insurance: Life, Health, Annuities, Variable, and Long-Term Care
Planning: CERTIFIED FINANCIAL PLANNER® certification
Family: Certified Divorce Financial Analyst®
While an undergraduate, Ashley was the captain of Vassar’s Varsity Field Hockey and Women’s Lacrosse teams. Taking on leadership roles has continued through her career. Her term ending in 2021, Ashley acted as Chair of the NJ Audubon’s Board of Directors, the youngest Chair in the organization’s 100+ years. New Jersey’s Audubon is the largest state-wide organization that aims to connect all people with nature and steward nature of today for all people of tomorrow. Ashley continues to be active with the organization, as a committee member, with a personal focus on expanding hands-on environmental education in inner-city schools, with particular interest in S.T.E.A.M (Science, Technology, Engineering, Arts, and Mathematics) curriculum.
To further develop her leadership skills, Ashley applied to LeadNJ, a non-profit that opens challenging possibilities to a highly select group of Fellows to learn the vanguard issues that shape our lives, to link directly with talented leaders who are making a difference around the state today, and to lead as champion of their own ideas and values going forward. As a LeadNJ alumnus, she strives to make NJ a better place for current and future citizens.
In her spare time, Ashley volunteers with various organizations as her time allows. Today, she is the Governance Chair of Impact100 Garden State, a collective philanthropic group that empowers women through connection, to make change in their communities. Because of her commitment and dedication to the community, Ashley has repetitively been a distinguished recipient of the Wells Fargo Volunteer Service Award. Ashley also enjoys hiking/birding, reading, running, and spending time with family and friends. Ashley is a resident of Warren with her children Rose and Tommy and their rescue dog, Ruby.
The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
CA Insurance License Number: 4273304. Resident State NJ.
As a child, Ashley watched her father go to work each day with a passion for what he did. Coupled with her natural interest in economics, led her to graduate Vassar College with a BA in Economics, with departmental honors. Prior to joining her family at the Rey Financial Group, Ashley gained invaluable experience in the tax and estate planning department of Stern and Kilcullen, LLC and at Goldman Sachs’ private wealth management division. Ashley continues to advance her knowledge depth and education by regularly participating in industry seminars and conferences. A CFP® professional, Ashley takes pride in upholding the high ethical and practice standards established by the CFP® Board. She currently holds the following designations:
Securities: Series 7 and 66 registration
Insurance: Life, Health, Annuities, Variable, and Long-Term Care
Planning: CERTIFIED FINANCIAL PLANNER® certification
Family: Certified Divorce Financial Analyst®
While an undergraduate, Ashley was the captain of Vassar’s Varsity Field Hockey and Women’s Lacrosse teams. Taking on leadership roles has continued through her career. Her term ending in 2021, Ashley acted as Chair of the NJ Audubon’s Board of Directors, the youngest Chair in the organization’s 100+ years. New Jersey’s Audubon is the largest state-wide organization that aims to connect all people with nature and steward nature of today for all people of tomorrow. Ashley continues to be active with the organization, as a committee member, with a personal focus on expanding hands-on environmental education in inner-city schools, with particular interest in S.T.E.A.M (Science, Technology, Engineering, Arts, and Mathematics) curriculum.
To further develop her leadership skills, Ashley applied to LeadNJ, a non-profit that opens challenging possibilities to a highly select group of Fellows to learn the vanguard issues that shape our lives, to link directly with talented leaders who are making a difference around the state today, and to lead as champion of their own ideas and values going forward. As a LeadNJ alumnus, she strives to make NJ a better place for current and future citizens.
In her spare time, Ashley volunteers with various organizations as her time allows. Today, she is the Governance Chair of Impact100 Garden State, a collective philanthropic group that empowers women through connection, to make change in their communities. Because of her commitment and dedication to the community, Ashley has repetitively been a distinguished recipient of the Wells Fargo Volunteer Service Award. Ashley also enjoys hiking/birding, reading, running, and spending time with family and friends. Ashley is a resident of Warren with her children Rose and Tommy and their rescue dog, Ruby.
The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
CA Insurance License Number: 4273304. Resident State NJ.
Partner
CFP, CDFA
Manuel Rey
With more than 37 years in the industry, Manny is dedicated to helping clients meet their financial needs in any way that he can. He owes a lot of his success to having been an educator first. Prior to entering the financial industry, Manny found a passion in teaching and began his career at Rahway High School in New Jersey after receiving his undergraduate degree from Rutgers College.
Due to his background in education, he has made client education a key component to our family's investing approach. We want to be sure our clients and their families' financial knowledge grows and is passed on throughout the generations.
Prior to founding Rey Financial Group of Wells Fargo Advisors, and now Wells Fargo Advisors Financial Network as of 2019, Manny was associated with the investment firms A.G. Edwards (Short Hills, NJ), Merrill Lynch (New York, NY), and First Fidelity Bank (Newark, NJ). His previous responsibilities have included sales, marketing, international credit analysis, letters of credit and trading foreign currencies. His current licenses are the following:
Due to his background in education, he has made client education a key component to our family's investing approach. We want to be sure our clients and their families' financial knowledge grows and is passed on throughout the generations.
Prior to founding Rey Financial Group of Wells Fargo Advisors, and now Wells Fargo Advisors Financial Network as of 2019, Manny was associated with the investment firms A.G. Edwards (Short Hills, NJ), Merrill Lynch (New York, NY), and First Fidelity Bank (Newark, NJ). His previous responsibilities have included sales, marketing, international credit analysis, letters of credit and trading foreign currencies. His current licenses are the following:
- Securities: Series 7 and Series 63 registrations
- Insurance: Life, Health, Annuities, Variable, and Long Term Care
Manny emigrated from Cuba in 1961, and as such, understands the importance of giving back to a community that was so welcoming to him. Obstacles many immigrants face include regaining financial independence and navigating the intricacies of the United States' financial markets. As such, he is a regular guest speaker for various institutions and associations, including the New Jersey Hispanic Lawyers Association, CNN Telemundo, Univision, Barclays Bank, Republic International Bank of New York, Seton Hall School of Law and the New York Hispanic Medical Association. He has also hosted and produced a cable program about investments, which aired for five years in Hudson County.
Manny is an alumnus of Lead New Jersey (LeadNJ). Lead New Jersey nurtures and cultivates a robust network of informed and prepared leaders who work to make New Jersey a better place to live and work. Through timely leadership training and thought-provoking civic engagement opportunities, Lead New Jersey educates, transforms, and empowers our state’s next generation of leaders from the public, social, and private sectors.
Manny enjoys paddle boarding, playing pickle ball, and cooking mean paella.
He lives in Lavallette NJ, and enjoyes spending time with his grandchildren on the beach. In the colder months, you can find him working remotely out of Florida's East Coast.
CA Insurance License 0G93761, Resident State NJ.
Partner
Helena Madrawski
When Helena Madrawski is involved, it’s always a first-class experience. As a Registered Client Service Associate at Rey Financial Group, Helena’s the knowledgeable, empathetic problem solver that both the advisors and clients rely on to provide resolutions for whatever issue they might be facing. With over 30 years of experience in the industry, she infuses extensive patience with professional courtesy to support clients in every way possible.
Helena built many industry proficiencies like hedge fund operations at Zweig-Dimenna Partners and Broadridge Financial Solutions before joining Rey Financial to help deliver on their family-first promise. She finds joy in serving all clients, but especially taking time to provide thoughtful explanations to those in older generations who may be less technology savvy and need deeper guidance. Her formal education includes a bachelor’s degree in finance.
Helena found comfort growing up in the close-knit community of Jersey City, NJ, and loves how her current home of Millburn is only a 35-minute train ride from the City. She’s active in her church and local organizations like the Food Bank of NJ. Outside of the office, Helena enjoys the simple things in life – tasting new wines, visiting new places, or spending time outdoors with family and friends!
Helena built many industry proficiencies like hedge fund operations at Zweig-Dimenna Partners and Broadridge Financial Solutions before joining Rey Financial to help deliver on their family-first promise. She finds joy in serving all clients, but especially taking time to provide thoughtful explanations to those in older generations who may be less technology savvy and need deeper guidance. Her formal education includes a bachelor’s degree in finance.
Helena found comfort growing up in the close-knit community of Jersey City, NJ, and loves how her current home of Millburn is only a 35-minute train ride from the City. She’s active in her church and local organizations like the Food Bank of NJ. Outside of the office, Helena enjoys the simple things in life – tasting new wines, visiting new places, or spending time outdoors with family and friends!
Registered Client Services Associate
Marlene Wirtanen
Marlene Wirtanen is a Senior Client Associate with over 15 years of experience in the financial services industry. She specializes in providing exceptional client service, combining a strategic approach with keen attention to detail. At Rey Financial Group, Marlene focuses on client on boarding, fraud prevention, and account management, ensuring clients receive personalized and efficient support.
Driven by a passion for helping others, Marlene's career has been marked by her commitment to making a positive impact. This was particularly evident during her time as an Affordable Housing Property Manager, where she guided individuals through the complex housing process with empathy and care.
Outside of work, Marlene enjoys cooking and entertaining, often drawing inspiration from chefs like Ina Garten and Jamie Oliver, and putting her own creative spin on their recipes.
Marlene’s guiding philosophy is simple yet powerful: "Listen, understand, and show empathy, while doing what’s best for the client." This approach shapes both her professional and personal life, driving her to deliver thoughtful, client-centered solutions.
Driven by a passion for helping others, Marlene's career has been marked by her commitment to making a positive impact. This was particularly evident during her time as an Affordable Housing Property Manager, where she guided individuals through the complex housing process with empathy and care.
Outside of work, Marlene enjoys cooking and entertaining, often drawing inspiration from chefs like Ina Garten and Jamie Oliver, and putting her own creative spin on their recipes.
Marlene’s guiding philosophy is simple yet powerful: "Listen, understand, and show empathy, while doing what’s best for the client." This approach shapes both her professional and personal life, driving her to deliver thoughtful, client-centered solutions.
Senior Client Associate