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About Our Team

Each team has the support of a range of internal and external resources enabling them to look at complex issues from several perspectives to create strategies and tactics to help you meet your goals.

Core Team

Jeffrey Rice, CPFA®

Jeffrey Rice, CPFA®

Financial Planner, Financial Services Executive, Wealth Management Advisor

203-689-9018

Mark  DelGrego, CFP®, CLU®, ChFF®, CASL

Mark DelGrego, CFP®, CLU®, ChFF®, CASL

Financial Planner, Financial Services Executive, Wealth Management Advisor

203-689-9021

Diego  Montoya, CPFA®

Diego Montoya, CPFA®

Financial Services Executive, Wealth Management Advisor

203-689-9045

Strategic Partners & Associates

Wealth Strategies Resources

John  Foreman

John Foreman

Vice President, Investments

Kate  Cassidy

Kate Cassidy, JD*

Vice President, Advanced Markets

Jeremy  Hus

Jeremy Hus

Vice President, Financial Planning

Niko  Vamvakas

Niko Vamvakas

Vice President, Retirement Planning Solutions

Matt  Teel

Matt Teel

Sr. Vice President, Risk Management

Greg Wachter

Greg Wachter

Vice President, Risk Management

Brian Parmelee

Brian Parmelee

Vice President, Risk Management

Beverly Wright

Beverly Wright

Vice President, Worksite Products

Natalie  DeMeis

Natalie DeMeis

Vice President, Business Development

Tammy Michaels

Tammy Michaels

Barnum Benefit Advisors, Property & Casualty Specialist

*Auto and home insurance is offered by unaffiliated insurers. Barnum Benefit Advisors is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000