Our Story Started Here
Our firm provides comprehensive financial guidance, combining deep expertise in investments, risk protection, retirement strategies, and business planning. We are a team of specialists who work closely together to ensure every client receives personalized advice and solutions tailored to their unique goals. Built on a foundation of ethics, transparency, and collaboration, we treat clients like family and strive to deliver confidence, clarity, and long-term financial security.
Leadership
Shown Kumar, CFP®, CHFC®, RICP®
Financial Planner | Investment Advisor Representative
Shown is a dedicated financial planner with a psychology degree from Stony Brook University, complemented by specialized business coursework. As a 2024 Forbes Top Financial Security Professional Best-In-State
Christopher Mancini, CLU, RICP®, LUTCF
Financial Planner | Investment Advisor Representative
Chris began his financial services career in 1996 after being recruited by a Prudential advisor while in school, quickly finding his passion in finance and earning “Rookie of the Year” in 1997.
Rosanne Rolón Gil, RICP®
Financial Planner | Investment Advisor Representative
With a marketing background that unexpectedly launched her financial services career in 2009, Rosi has transformed into a respected resource known for her exceptional presentation skills and financial acumen. As one of the first...
Associates
Angel Gulizio
Financial Advisor | Investment Advisor Representative
Lauren O'Connell
Financial Advisor | Investment Advisor Representative
Strategic Partners
George M. Condzal
Financial Services Representative
Wealth Strategies Resources
Beverly Wright
Vice President, Worksite Products
Brian Parmalee
Vice President, Risk Management
Brian partners with Barnum advisors to provide in depth analysis on both current insurance holdings, as well as prospective opportunities. Using his vast knowledge of the current life insurance landscape and tax environment, Brian is...
Greg Wachter
Vice President, Risk Management
Greg provides strategies that leverage insurance for wealth preservation, wealth accumulation, wealth transfer planning and access to liquidity. He has a broad and deep understanding of the various insurance products available and works to
Jeremy Hus, MSFS, CFP®, ChFC®, CASL®, CLU®, CCPS®, CEPA
Vice President, Financial Planning
Jeremy leads a team that develops personalized financial plans and innovative solutions to meet the needs of Barnum Financial Group’s clients in all areas
John Foreman, CIMA® MBA
Vice President, Investments
John works with 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 specialist and was an advisor
Kate Cassidy, JD*
Vice President, Advanced Markets
Kate provides case design support in the areas of estate and business planning helping to create sophisticated personalized strategies for individuals, families, and businesses.
Niko Vamvakas, RICP
Vice President, Retirement Planning Solutions
Niko serves as a resource to Barnum advisors and clients by analyzing client’s unique financial data and designing optimal retirement recommendations, in-force contract analysis, case design