From Legacy to Leadership:
Elizabeth’s Path Forward
Elizabeth's path hasn't been linear, but it has always been guided by one purpose: to make a meaningful impact on people’s lives. She has built a thriving financial planning practice through grit, discipline, and the ability to connect with clients on a personal and professional level. She’s a financial services executive, a business owner, and a trusted resource to those she serves. Every decision she makes is rooted in her commitment to help her clients feel informed, empowered, and supported—no matter what life brings.
With a degree in business and early career experience as an account executive in New York City, she brought a strong foundation in strategy and communication into the firm.
She keeps her father’s mirror in the office as a daily reminder of the standard he set—and the question she continues to ask herself: Did I do my best for my clients today?
Jeremy Hus, MSFS, CFP®, ChFC®, CASL®, CLU®
Vice President, Financial Planning
Jeremy leads a team that helps Barnum’s senior relationship managers to develop personalized wealth management plans and innovative solutions to meet their current and long-term goals.
Jeremy is licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.
Kathleen A. Cassidy, J.D.*
Vice President, Advanced Markets
Kate provides case design support in the areas of estate and business planning helping to create sophisticated personalized strategies for individuals, families, and businesses. Prior to joining Barnum, Kate was an estate planning, probate and elder law associate with the law firm of Bishop, Jackson & Kelly, LLC in Milford, Connecticut. She assisted with legacy planning and estate administrations as well as public benefits and special needs planning. Kate has an undergraduate degree in English and American Literature from New York University. She received her juris doctor degree from Quinnipiac University School of Law where she was the Opinions Editor of their Probate Law Journal. Kate is admitted to the Connecticut Bar and is a member of the Connecticut Bar Association’s Estates and Probate and Elder Law sections.
*Licensed but not practicing.
John Foreman, MBA, CIMA®
Vice President, Investments
John works with Barnum advisors to develop and implement investment strategies tailored to meet each client’s personal needs, opportunities and goals. He began his career in 1999 with Citigroup as a taxable fixed income specialist and was an advisor with Citi-Smith Barney where he specialized in short-term money market securities. John earned an undergraduate degree in economics from Hartwick College and a MBA with a focus on entrepreneurship and international management from the University of New Hampshire. John also earned his Certified Investment Managment Analyst® (CIMA®) designation, which represents the Investment Management Consultants Association’s highest standards of excellence for investment management consulting and wealth advising services.
John is licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.
Greg Wachter
Vice President, Risk Management
With over 15 years of experience, Greg specializes in life insurance and long-term care strategies, with a particular focus on estate maximization and the intelligent use of leverage. After starting his career as a financial advisor, he transitioned into the specialist role to support advisors in navigating complex planning conversations—particularly around estate planning, financial plans, and premium finance. Greg helps ensure clients have the proper coverage in place and truly understand the products being recommended. His involvement strengthens client relationships by allowing advisors to focus on being the quarterback, not the expert in every area. Greg earned a bachelor’s degree from Quinnipiac University.
Greg is licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.
Niko Vamvakas, RICP®
Vice President, Retirement Planning Solutions
With 14 years of experience and a Retirement Income Certified Professional® (RICP®) designation, Niko helps advisors align client goals with the most suitable retirement planning solutions. He supports advisors by providing tools, guidance, and insight around income planning, wealth accumulation, tax deferral strategies, legacy planning, and market risk mitigation. His role ensures clients are presented with competitive, well-matched solutions. Niko holds a bachelor’s degree from Southern Connecticut State University.
Niko is licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.
Brian Parmelee, CFP®
Vice President, Risk Management
Brian partners with Barnum advisors to provide in depth analysis on current insurance holdings, as well as prospective opportunities. Using his vast knowledge of the current life insurance landscape and tax environment, Brian is able to provide both simple and complex solutions to assist in achieving a wide array of client goals and needs. With 10 years of experience at Barnum, Brian specializes in long-term care planning and pension analysis. He lobbies on Capitol Hill through the Finseca Ambassador Program, working with lawmakers and ensuring the industry is properly protected through legislation. He is currently acting as a resource for the New York State Senate on a new Long-Term Care law.
Brian is a CERTIFIED FINANCIAL PLANNER® professional, earning his Master of Business Administration in Finance from the University of New Haven.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.
Beverly Wright
Vice President, Worksite Products
CA Insurance License #4313716
Beverly provides group voluntary insurance benefits to both existing and brand new benefits programs, some at no cost to the employer. Through this process, benefit decision makers and employees are educated on the importance of having benefits that can supplement the protection they already have in place. In turn, Barnum advisors work with Beverly to add layers of service and protection to their existing business clients’ portfolios.
I am licensed to offer products and services in CT. Licenses will vary.Domiciled in CT.
