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Our Team

Why Work With Us

Why Work With Us

We are a team of Certified Financial Planner™ professionals, who follow a holistic approach to financial planning, which is placed at the forefront of what we do. We do not view your situation in a silo, but rather look at your complete financial picture to ensure everything is working cohesively. 

We design strategies based around your needs and priorities. Our investment philosophy is not only dictated by your risk profile and time horizon, but by detailed analysis of your income needs, cash flow, distribution analyses, and tax considerations. 

Clients work with us because they value a professional managing their complete financial position, with the digital tools and analytics to support the findings. Every recommendation we make to our clients is dictated by their personal financial plan, and solving with the most appropriate and effective strategies.

We take on a fiduciary responsibility to best help our clients achieve financial success.

Financial Planners

Vincent Colon

Vincent Colon, CFP®, CRPC®, AAMS®

CERTIFIED FINANCIAL PLANNER™ professional | Wealth Management Advisor

646-813-9312

Lauren Feigelman

Lauren Feigelman, CFP®, CRPC®, ChFC®

CERTIFIED FINANCIAL PLANNER™ professional | Wealth Management Advisor

646-813-9311

Client Support

Wealth Strategies Support Team

Jeremy Hus

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

Vice President, Financial Planning

John Foreman

John Foreman, MBA, CIMA®

Vice President, Investments

Kathleen Cassidy

Kathleen Cassidy

Vice President, Advanced Markets

Beverly Wright

Beverly Wright

Vice President, Worksite Products

Brian Parmalee

Brian Parmalee

Vice President, Risk Management

Greg Wachter

Greg Wachter

Vice President, Risk Management

Niko Vamvakas

Niko Vamvakas

Vice President, Retirement Planning Solutions

Our Relationships

When you partner with our team to meet your protection and wealth management needs, you join a firm with a vast array of resources working in your best interests. In order to bring you quality, innovative programs, and products to meet your specific needs, we have strategic relationships with top industry leaders. We also leverage the experience and expertise of major institutions to help protect and service the assets you have entrusted to us.

Here is a brief overview of our firm and several of our most important business relationships:

Our History

Barnum is a general agency of MassMutual and qualified representatives offer securities through MML Investors Services, LLC (MMLIS), a Broker-Dealer and Registered Investment Adviser subsidiary of MassMutual. MML Investors Services, founded in 1981, is one of the largest distributors of mutual funds, variable annuities and variable life insurance in the United States. MMLIS is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). MMLIS is authorized to conduct business in all 50 states, the District of Columbia, and Puerto Rico.

Our Values

Through our relationship with MMLIS, assets held in brokerage accounts are custodied with Fidelity Investments’ broker-dealer, National Financial Services, LLC (“NFS”). Established in 1983, NFS is one of the largest providers of brokerage services including clearing and custody, tax reporting, credit management, financial planning, and advisory services.

Our Resources

MetLife has a special arrangement with Barnum Financial Group that gives certain individuals covered under its group life insurance the opportunity to meet with a financial professional with specific expertise in life insurance and managing through a job transition. These knowledgeable resources help people understand their options and assist them in making important, time-sensitive decisions about their life insurance coverage and other benefits.

Fidelity Investments® and National Financial Services LLC (together “Fidelity”) is an independent company unaffiliated with Barnum Financial Group. There is no form of legal partnership or affiliation between Fidelity and the other third parties listed nor is such a relationship created or implied by the information herein. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 969332.2.0 MassMutual, MMLIS, NFS, MetLife and Barnum Financial Group are separate entities. 

MetLife Consumer Services, Inc | 200 Park Avenue | New York, NY 10166

L0623033090[exp0625][All States][DC,PR]© 2023 MetLife Services and Solutions, LLC — All Rights Reserved.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484. (203) 513-6000. CRN202609-4968045