Broker Check


Wealth Strategies Division

Kathleen A. Cassidy, J.D.*

VP, Advanced Markets

Kate provides case design support in the areas of estate and business planning. She assists financial representatives in creating sophisticated personalized strategies for individuals, families, and businesses. Prior to joining Barnum,...

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Natalina DeMeis

VP, Business Development

With extensive experience in employee benefits, Natalina offers comprehensive benefits consulting for organizations ranging from sole proprietors to large corporations. She also has a deep understanding of the Medicare rules and...

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John Foreman, MBA, CIMA®

VP, Investments

John works with Barnum advisors to develop and implement investment strategies tailored to meet each client’s personal needs, opportunities and goals. He began his career in 1999 with Citigroup as a taxable fixed income...

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Jeremy Hus, CFP®, ChFC®, CASL®, CLU®,

VP, Financial Planning

Jeremy leads a team that supports Barnum Financial Group and guides advisors to develop personalized wealth management plans and innovative solutions to meet their current and long-term goals. Jeremy earned the designations of...

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Niko Vamvakas, Retirement Products Consultant

VP, Retirement Planning Solutions

Nick provides retirement income analytics for the development of our holistic personalized wealth management plans. He also does annuity contract analysis and assists us with selecting annuity solutions where appropriate.

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