Broker Check


Meet Our Team

Matthew J. Barrett, CFP®, CLU®, ChFC®, CASL®

Financial Services Executive | Investment Advisor Representative

(203) 513-6279

mbarrett@barnumfg.com

Through his practice, Matt offers a full range of services for individuals and families including retirement planning, investment management, estate conservation strategies and asset protection strategies. He has been with Barnum...

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Christopher J. Kusick,  LUTCF

Financial Planner | Investment Advisor Representative

(203) 513-6292

ckusick@barnumfg.com

Chris has been helping his clients achieve their retirement goals with asset allocation strategies and risk assessment tools since 2008. Chris understands the importance of proper insurance protection for families and businesses alike....

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Ryan S. Taylor

Financial Planner | Investment Advisor Representative

(203) 513-6091

ryan.taylor@barnumfg.com

Ryan’s practice is based on a commitment to careful listening, thoughtful analysis, sound strategies, effective implementation, ongoing monitoring, and quality service. He works with business owners, executives, and their...

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Jeremy McHale

Client Relationship Associate

(203) 513-6193

jemchale@barnumfg.com

Jeremy graduated from Sacred Heart University with a bachelor’s degree in Finance and Business Economics. Prior to graduating, Jeremy participated in Barnum’s Advisor Scholar Program where he became a mentee of Team...

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Debra Marino

Practice Manager

203-513-6215

dmarino@barnumfg.com

Debby oversees the operational management of the practice, focusing her expertise on the team’s marketing and business procedures as well as processing service requests. Debby completed the CFP program at Fairfield University in...

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Our Team of Resources

Beverly Wright

Beverly Wright

VP, Worksite Benefits

Gregory Wachter

Gregory Wachter

VP, Risk Management

Kate Cassidy

Kate Cassidy, JD*

VP, Advanced Markets

Lucy Andrade

Lucy Andrade

Property and Casualty Specialist

Niko Vamvakas

Niko Vamvakas

VP, Retirement Planning Solutions