Macukas Wealth Management Group
John A. Macukas
CFP
CFP
Senior Vice President/Investments
5053034852
“We are successful when we have provided you with the sense of confidence and stability you need to pursue what inspires you. We believe that you deserve to work with experienced and credentialed financial advisors who are just as committed to your priorities, dreams, and success as you are. We often work with families and individuals who are already successful, but have not made their important financial issues a priority, leaving them concerned over gaps in their financial plan and worried that they be missing out on important opportunities.”
John Macukas brings more than 20 years of investment and wealth planning experience to helping successful families and individuals. He helps them pursue what’s really possible in their lives – a life of significance, caring for the people they love, generously giving to the causes that inspire them, and creating a lasting, multigenerational legacy.
Prior to pursuing his career as a financial advisor, John completed an advanced degree as a professional musician and educator and served as a music industry executive for more than two decades. Lessons learned from managing multi-million-dollar organizational budgets and producing concerts, recordings, and national and international tours include recognizing the power and value of money, the advantages of detailed planning and preparation, and understanding the needs and primary concerns of successful families and individuals.
John earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.
John is especially proud of the fact that he and his wife and best friend, Mary, have been successful business partners since 2008. They both are passionate about giving back to and supporting the community, John currently serves on the board of directors for the Museum of New Mexico Foundation. He has previously served on the board of directors for the MS Society, Hampton Roads Estate Planning Council, the Santa Fe Chamber Music Festival, and the Rotary Clubs of both Chesapeake, Virginia, and Santa Fe, New Mexico. John and Mary also actively support the Santa Fe Opera and the Santa Fe Symphony.
In his spare time, John enjoys reading about music, history, and philosophy. He enjoys playing guitar, walking with their dogs, learning and observing the night sky, and hiking throughout the foothills of the beautiful Sangre de Cristo Mountains.
John Macukas brings more than 20 years of investment and wealth planning experience to helping successful families and individuals. He helps them pursue what’s really possible in their lives – a life of significance, caring for the people they love, generously giving to the causes that inspire them, and creating a lasting, multigenerational legacy.
Prior to pursuing his career as a financial advisor, John completed an advanced degree as a professional musician and educator and served as a music industry executive for more than two decades. Lessons learned from managing multi-million-dollar organizational budgets and producing concerts, recordings, and national and international tours include recognizing the power and value of money, the advantages of detailed planning and preparation, and understanding the needs and primary concerns of successful families and individuals.
John earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.
John is especially proud of the fact that he and his wife and best friend, Mary, have been successful business partners since 2008. They both are passionate about giving back to and supporting the community, John currently serves on the board of directors for the Museum of New Mexico Foundation. He has previously served on the board of directors for the MS Society, Hampton Roads Estate Planning Council, the Santa Fe Chamber Music Festival, and the Rotary Clubs of both Chesapeake, Virginia, and Santa Fe, New Mexico. John and Mary also actively support the Santa Fe Opera and the Santa Fe Symphony.
In his spare time, John enjoys reading about music, history, and philosophy. He enjoys playing guitar, walking with their dogs, learning and observing the night sky, and hiking throughout the foothills of the beautiful Sangre de Cristo Mountains.
Mary E. Macukas, CFP, CPWA
Senior Vice President/Investments; Branch Manager
Mary E. Macukas
CFP, CPWA
CFP, CPWA
Senior Vice President/Investments; Branch Manager
5053034853
“I believe that professional wealth management should provide a sense of confidence and stability to our clients. As a result, each relationship is founded on the belief that you deserve a financial advisor who cares as much about your aspirations as you do. This is why my approach to wealth management is built on personal relationships and shaped by your desire to pursue what’s possible.”
Licenses and Certifications
Mary is proud to be active in the community, serving on the board of directors of The Santa Symphony Orchestra and Chorus and The Santa Fe Community Foundation. She served as past chairwoman of the St. Vincent Hospital Foundation board of directors and as a member of CHRISTUS St. Vincent Hospital board. She also previously served on the board of the Cancer Foundation for New Mexico, Solace Crisis Treatment Center, the Norfolk SPCA, the Hampton Roads Estate Planning Council, and the Hampton Roads Gift Planning Council.
Experience
Mary began her wealth management career during one of the most difficult periods in financial history – 2008. Those difficult months instilled in her the importance of providing a high level of communication with her clients and identifying targeted strategies that not only address their tolerance for market risk and volatility, but also their life goals – for their pursuit of leading the life they envision.
Prior to joining Stifel in 2020, Mary served her clients at UBS Financial Services. Her desire to become a financial advisor was shaped by having spent more than 20 years working with donors and their advisors to design and manage goals-based charitable estate plans. During this time, she worked at a children’s hospital, a university, and a symphonic music organization.
Philosophy
Mary recognizes that her clients have entrusted her with helping them pursue the financial future they envision. She understands that in the process of building their lives, clients may not have made their financial issues a priority. As she is dedicated to helping clients work toward their goals, Mary’s intention is to provide a sense of confidence and stability through collaborative and personalized wealth management.
“Every client deserves to know how much I care and that they are my priority; that I will work with them to build for their future and plan for it with intention.”
Personal
Mary, along with her husband and business partner, John, live in Santa Fe with their four-legged menagerie.
Licenses and Certifications
- Series 7, General Securities Representative
- Series 9 & 10, General Securities Sales Supervisor
- Series 66, Investment Advisor Representative
- Life, Health, and Variable Insurance Licenses (including long-term care and annuities)
- CERTIFIED FINANCIAL PLANNER® Certification
- Certified Private Wealth Advisor® Designation
Mary is proud to be active in the community, serving on the board of directors of The Santa Symphony Orchestra and Chorus and The Santa Fe Community Foundation. She served as past chairwoman of the St. Vincent Hospital Foundation board of directors and as a member of CHRISTUS St. Vincent Hospital board. She also previously served on the board of the Cancer Foundation for New Mexico, Solace Crisis Treatment Center, the Norfolk SPCA, the Hampton Roads Estate Planning Council, and the Hampton Roads Gift Planning Council.
Experience
Mary began her wealth management career during one of the most difficult periods in financial history – 2008. Those difficult months instilled in her the importance of providing a high level of communication with her clients and identifying targeted strategies that not only address their tolerance for market risk and volatility, but also their life goals – for their pursuit of leading the life they envision.
Prior to joining Stifel in 2020, Mary served her clients at UBS Financial Services. Her desire to become a financial advisor was shaped by having spent more than 20 years working with donors and their advisors to design and manage goals-based charitable estate plans. During this time, she worked at a children’s hospital, a university, and a symphonic music organization.
Philosophy
Mary recognizes that her clients have entrusted her with helping them pursue the financial future they envision. She understands that in the process of building their lives, clients may not have made their financial issues a priority. As she is dedicated to helping clients work toward their goals, Mary’s intention is to provide a sense of confidence and stability through collaborative and personalized wealth management.
“Every client deserves to know how much I care and that they are my priority; that I will work with them to build for their future and plan for it with intention.”
Personal
Mary, along with her husband and business partner, John, live in Santa Fe with their four-legged menagerie.
Jacob Tague
CRPC, CPFA, CIMA
CRPC, CPFA, CIMA
Financial Advisor
5053034857
“What we’re known for is helping clients prioritize their finances so they can stay focused on what they do best and the things they love most.”
Jacob began his investment industry career in 2019 and joined Stifel in 2021. With 16 years of personal investing experience, becoming a Financial Advisor presented an opportunity to transform his passion into a profession.
Prior to entering the financial services sector, Jacob was the owner of ERX Animal Health, a wholesale distributor of veterinary pharmaceuticals and hospital supplies. This entrepreneurial background helped shape his approach to wealth management, providing the experience to effectively serve both businesses and individuals.
Jacob is also committed to being actively engaged in his community and contributes his time to support local initiatives. He serves as chairman of Ducks Unlimited Santa Fe Chapter, treasurer of SCORE Santa Fe & Northern NM, Brother of Montezuma Lodge #1, volunteer with the Santa Fe Hispanic Chamber of Commerce, and on the board of directors and finance committee for The Mountain Center. Outside the office, he can be found exploring the mountains, skiing, golfing, and playing hockey.
Jacob earned a B.S. in General Biology from the University of New Hampshire and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities and long-term care). Additionally, he earned the Chartered Retirement Planning Counselor™ and Certified Plan Fiduciary Advisor® designations.
Jacob began his investment industry career in 2019 and joined Stifel in 2021. With 16 years of personal investing experience, becoming a Financial Advisor presented an opportunity to transform his passion into a profession.
Prior to entering the financial services sector, Jacob was the owner of ERX Animal Health, a wholesale distributor of veterinary pharmaceuticals and hospital supplies. This entrepreneurial background helped shape his approach to wealth management, providing the experience to effectively serve both businesses and individuals.
Jacob is also committed to being actively engaged in his community and contributes his time to support local initiatives. He serves as chairman of Ducks Unlimited Santa Fe Chapter, treasurer of SCORE Santa Fe & Northern NM, Brother of Montezuma Lodge #1, volunteer with the Santa Fe Hispanic Chamber of Commerce, and on the board of directors and finance committee for The Mountain Center. Outside the office, he can be found exploring the mountains, skiing, golfing, and playing hockey.
Jacob earned a B.S. in General Biology from the University of New Hampshire and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities and long-term care). Additionally, he earned the Chartered Retirement Planning Counselor™ and Certified Plan Fiduciary Advisor® designations.
Terry Warrington
Client Service Associate
5053034854
“I deeply strive to exceed each client’s expectations by providing effective and personalized solutions with empathy, care and respect, and prompt follow-up with the client after service has been fulfilled.”
Terry began her financial services career in 2018 and joined Stifel in 2020. Prior to Stifel, she gained extensive experience as a C-suite Executive Assistant, with broad management experience in corporate and private environments, including administration, governance, and human resources. She has also gained considerable office manager knowledge and experience, covering budget forecasts, cash flow and operating expense management, purchasing, product sales, and marketing assistance.
Terry serves as liaison and administrative support for client investment and financial service transactions and account opening and maintenance. She pays special attention to the team’s branding and delivers a high-touch client experience within a wide range of personality types.
Outside the office, Terry’s interests and hobbies include practicing holistic medicine, playing tennis, bicycling, hiking, and participating in multicultural activities.
Terry began her financial services career in 2018 and joined Stifel in 2020. Prior to Stifel, she gained extensive experience as a C-suite Executive Assistant, with broad management experience in corporate and private environments, including administration, governance, and human resources. She has also gained considerable office manager knowledge and experience, covering budget forecasts, cash flow and operating expense management, purchasing, product sales, and marketing assistance.
Terry serves as liaison and administrative support for client investment and financial service transactions and account opening and maintenance. She pays special attention to the team’s branding and delivers a high-touch client experience within a wide range of personality types.
Outside the office, Terry’s interests and hobbies include practicing holistic medicine, playing tennis, bicycling, hiking, and participating in multicultural activities.