Our Resources

While there are many bright lines in financial planning, every situation is unique. Our team takes great pride in taking a collaborative approach to constructing our clients’ financial “house”. Our goal is to simplify your current financial position thus increasing portfolio efficiency, work toward establishing and hitting savings goals, educate you on the impact of taxes and market volatility on your financial future, and help you navigate an ever-changing market with our professionally managed portfolios.

Designations

CFP® -Certified Financial Planner Professional

ChFC®—Chartered Financial Consultant

CLU®—-Chartered Life Underwriter

AIF®—Accredited Investment Fiduciary

CASL®—Chartered Advisor for Senior Living

RICP®---Retirement Income Certified Professional

LUTCF®---Life Underwriter’s Training Council Fellow

CLTC®---Certification for Long-Term Care

RHU®---Registered Health Underwriter

Technologies

eMoney
SalesForce
Morningstar
Argus
Envestnet
Wealthscape
Box
Coverpath
Fortuna

External Partners

Vanguard
BlackRock
Fidelity
AXA
Lincoln Financial Group
Brighthouse
MetLife
MassMutual
Jackson National Life
Prudential Financial
PGIM
American Funds
Transamerica Corporation
Nationwide Mutual Insurance Company
Protective Life
Lord Abbett
Pimco
Franklin Templeton
Invesco

Our Support Team

Ashley Malec

Ashley Malec

Insurance Operations Coordinator

(860) 218-2899

Ashley.malec@barnumfg.com

Susan Wagner

Susan Wagner

Investment Operations Coordinator

(860) 218-2899

swagner3@barnumfg.com

Amalia Lee

Amalia Lee

Client Service Coordinator – Personal Assistant to Brian Paquette

860-218-2899

alee@barnumfg.com

Emily Myslenski

Emily Myslenski

Client Service Coordinator – Personal Assistant to Brian Bednarz

emyslenski@barnumfg.com

Madeleine Flannery

Madeleine Flannery

Client Service Coordinator- Executive Assistant to Justin Podbielski

mflannery@barnumfg.com

Wealth Strategies Division

Allison Navak

Allison Navak

Financial Planning Consultant – Individuals & Families

Beverly Wright

Beverly Wright

Vice President, Worksite Products

Brian Parmelee

Brian Parmelee

Vice President, Risk Management

Greg Wachter

Greg Wachter

Vice President, Risk Management

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

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

Vice President, Financial Planning

John Foreman MBA, CIMA®

John Foreman MBA, CIMA®

Vice President, Investments

Kathleen Cassidy

Kathleen Cassidy

Vice President, Advanced Markets

Matthew Teel CFP®, CLU®

Matthew Teel CFP®, CLU®

Senior Vice President

Natalina DeMeis

Natalina DeMeis

Vice President, Business Development

Niko Vamvakas

Niko Vamvakas

Vice President, Retirement Planning Solutions