Broker Check

Wealth Strategies Division

A Team of Resources Built for You

Our team is supported by a team of specialists at Barnum Financial Group referred to as the Wealth Strategies Divsion (WSD). This division is made up of product specialists and a dedicated financial planning team that has vast knowledge of their specific areas of business, which offers our clients a truly unique and well-rounded experience. 

Barnum Financial Group provides a full range of investment and risk management products and services to over 280,000 clients, including individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states. Learn more about Barnum Financial Group at www.barnumfinancialgroup.com

WSD Financial Planning Team

WSD Financial Planning Team

Jeremy Hus, Vice President of Financial Planning at Barnum Financial Group, leads a 12 person team of consultants and analysts who work with our advisors to analyze and design financial plans for our clients. They provide specific recommendations to address a wide range of planning issues that our clients face. When needed, these consultants and analysts will consult our product specialists to again additional product-specific advice and knowledge to offer the best possible solutions to our clients.

Product Specialists

Kathleen Cassidy

Kathleen Cassidy, JD*

Vice President, Advanced Markets

John Foreman

John Foreman, MBA, CIMA®

Vice President, Investments

Brian Parmelee

Brian Parmelee, CFP®

Vice President, Risk Management

Greg Wachter

Greg Wachter

Vice President, Risk Management

Niko Vamvakas

Niko Vamvakas

Vice President, Retirement Planning Solutions

Beverly Wright

Beverly Wright

Vice President, Worksite Products

Natalie DeMeis

Natalie DeMeis

Vice President, Business Development

The Wealth Strategies Division and Product Specialists listed above are employees of Barnum Financial Group, not Reddington Sourour Advisory Group. Through a strategic partnership, RSAG has access to these resources to help us better serve our clients.

Reddington Sourour Advisory Group and Barnum Financial Group are not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 186 Wood Ave S, Suite 301, Iselin NJ 08830. 732-623-5700.