Our Team

About Barnum Financial Group

Barnum Financial Group provides a full range of investment and risk management products and services to over 250,000 clients, including individuals and their families, as well as small businesses, corporations, government entities, and non-profit organizations and their employees in all fifty states.

With offices in Connecticut, Massachusetts, New Jersey, New York, and Rhode Island, Barnum has a team of resources to help create customized solutions to fit your goals and circumstances. Barnum strives to build long-term relationships with each client through understanding, quality service, integrity, and financial education.

Our Team

Daniel Guerra

Financial Advisor

(203) 204-0111

203-458-1167

dguerra@barnumfg.com

Elizabeth Rankin

Practice Manager

(203) 204-0113

(203) 458-1167

erankin@barnumfg.com

Max Trachten

Investment Operations Associate

203-204-0115

203-458-1167

mtrachten@barnumfg.com

Wealth Strategies Division

Greg Wachter

VP, Risk Management

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

VP, Financial Planning

John Foreman, CIMA® MBA

VP, Investments

Kate Cassidy, JD*

VP, Advanced Markets

Matthew Teel, CFP® CLU®

SVP, Risk Management

Niko Vamvakas

VP, Retirement Planning Solutions

*Licensed but not practicing

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.