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About Our Team

Jeffrey Rice

Financial Services Executive, Wealth Management Advisor

203-689-9018

203-458-1167

[email protected]

Jeffrey Rice is a Financial Services Executive and a Wealth Management Advisor at Barnum Financial Group. With more than twelve years in the financial services industry helping his clients achieve their...

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Mark DelGrego

Financial Planner, Financial Services Executive, Wealth Management Advisor

203-689-9021

203-458-1167

[email protected]

Mark DelGrego is a Financial Planner, Financial Services Executive and a Wealth Management Advisor at Barnum Financial Group. With over seven years of service helping his clients achieve their personal and financial goals. Since...

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Diego Montoya

Financial Services Executive, Wealth Management Advisor

203-689-9045

203-458-1167

[email protected]

Diego is a Financial Services Executive and a Wealth Management Advisor with Barnum Financial Group. With over 7 years of experience working in the financial services industry, Diego’s practice is built...

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Elizabeth Tucker-Plasky

Personal Assistant

203-689-9046

203-458-1167

[email protected]

Liz supports the team as an Personal Assistant. She specializes in client relations taking the time to understand each client's needs and providing them with timely and friendly service. Liz assists the team with all of their marketing...

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Wealth Strategies Resources

Beverly Wright

Beverly Wright

Worksite Life Program Manager

Brian Parmelee

Brian Parmelee

Protection Products Consultant

Greg Wachter

Greg Wachter

Director of Protection Products

Jeremy  Hus

Jeremy Hus

Financial Planning Director

John  Foreman

John Foreman

Investment Director

Kate  Cassidy

Kate Cassidy

Advanced Markets Director

Matt  Teel

Matt Teel

Director of Protection Products

Natalie  DeMeis

Natalie DeMeis

Benefits Director

Niko  Vamvakas

Niko Vamvakas

Retirement Products Consultant

Tammy Michaels

Tammy Michaels

Property & Casulty Specialist

203-513-6329

203-458-1167