Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Allison Navak

Financial Planning Consultant – Individuals & Families

Amalia Lee

Client Service Coordinator – Personal Assistant to Brian Paquette

860-258-3823

860-218-2899

alee@barnumfg.com

Ashley Malec

Insurance Operations Coordinator

(860) 258-3855

(860) 218-2899

Ashley.malec@barnumfg.com

Beverly Wright

Vice President, Worksite Products

Brian Parmelee

Vice President, Risk Management

Brian T. Paquette AIF®

Financial Planner

(860) 258-3877

(860) 218-2899

bpaquette1@barnumfg.com

Brian T. Bednarz LUTCF

Financial Services Executive

(860) 258-3817

(860) 218-2899

bbednarz@barnumfg.com

Daniel J. Champagne CFP®, ChFC®, CASL®, CLU®, CEPA, RICP®, LUTCF®

Financial Services Representative, CERTIFIED FINANCIAL PLANNER™ professional

(860) 895-6331

(860) 218-2899

dchampagne@barnumfg.com

Emily Myslenski

Client Service Coordinator – Personal Assistant to Brian Bednarz

860-258-3873

emyslenski@barnumfg.com

Greg Wachter

Vice President, Risk Management

Jared Hill

Financial Planner | Investment Advisor Representative

(860) 258-3875

jaredhill@barnumfg.com

Jeremy Hus MSFS, CFP®, ChFC®, CASL®, CLU®

Vice President, Financial Planning

John Foreman MBA, CIMA®

Vice President, Investments

Justin Podbielski CFP®, CLU®, CASL®, LUTCF

CERTIFIED FINANCIAL PLANNER™ Professional

(860) 258 3830

(860) 218 2899

jpodbielski@barnumfg.com

Kathleen Cassidy

Vice President, Advanced Markets

Luke Grabowski

Financial Advisor | Investment Advisor Representative

(860) 218-6620

lgrabowski@barnumfg.com

Madeleine Flannery

Client Service Coordinator- Executive Assistant to Justin Podbielski

(860) 380-2664

mflannery@barnumfg.com

Matthew Teel CFP®, CLU®

Senior Vice President

Natalina DeMeis

Vice President, Business Development

Niko Vamvakas

Vice President, Retirement Planning Solutions

Stanley Maigarie ChFC®, CASL®, CLU®, CLTC®, RHU®

Medicare Specialist

(860) 258 3870

(860) 218-2899

smaigarie@barnumfg.com

Susan Wagner

Investment Operations Coordinator

(860) 218-2889

(860) 218-2899

swagner3@barnumfg.com

Xochil Rivera

Financial Advisor

(860) 218-2881

Xochil.Rivera@barnumfg.com

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.