Wigzell Our Team

Andrew J. Wigzell Financial Planner Licensing

Patrick Kenny Financial Planner Licensing

Benaldo Chief Fetch Officer

Martin Ferraro Financial Planner Licensing

Stephanie Buehler Client Relationship Manager

Stephanie Douton Business Analyst | Team Lead

Andrew J. Wigzell

Financial Planner | Financial Services Executive | Investment Advisor Representative

With over 20 years of industry experience, Andy focuses on asset management and retirement income strategies. His approach emphasizes managing risk and capitalizing on opportunities with careful consideration of clients’ needs and goals. Andy holds his Series 7, General Securities Representative Exam, Series 66, Uniform Combined State Law Exam and Life and Health licenses for several states. He has been a guest on "Smart Money Radio" on WICC 600 in Bridgeport, CT. He has also appeared on the "Your Money" segment for WTNH Channel 8. In addition to providing general practitioner support to clients, Andy's area of focus is Comprehensive Financial Planning coordinated with Investment and Insurance Planning. Andrew holds a degree in Political Science from Arizona State University. He also holds the AIF®, Accreditted Investment Fiduciary designation by Fi360, ChFC®, Chartered Financial Consultant, and CASL®, Chartered Advisor for Senior Living, designations; both from the American College in Bryn Mawr, Pennsylvania. Andy lives in Trumbull, CT with his wife, Michelle, and their two children. I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT, CA Lic #0J03866

Patrick Kenny

Financial Planner | Special Care Planner | Investment Advisor Representative

Pat shares the team’s emphasis on thoughtful holistic financial strategies and delivering high quality service to their clients. Patrick is a Special Care Planner focusing on the concerns of families of dependents with special needs. He helps these families plan for the future of their dependents including preserving government benefits and providing insurance and other financial solutions, which can help provide lifetime quality care. As a Special Care Planner, Patrick specifically helps families in a variety of areas. Pat holds his Series 6, 7, 63, and 65 security registrations and has earned his Financial Services Certified Professional® (FSCP®) and Behavioral Financial Advisor (BFA™) designation. I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.

Benaldo

Chief Fetch Officer

Martin Ferraro

Financial Planner | Financial Advisor | Investment Advisor Representative

Martin partners with you to anticipate and solve financial problems to make your life easier and more secure. He helps you optimize your financial situation by capitalizing on opportunities, dealing with uncertainties, managing risk and anticipating challenges. His areas of focus include retirement planning, insurance protection, investment management, education funding, and estate conservation strategies. Prior to joining Barnum, Martin was a member of the Future Business Leaders of America holding the positions of President and Vice President of Junior Achievement. He is a graduate of Elon University with a Bachelor’s Degree in Finance and Sales. He was a member of the Kappa Sigma Fraternity, and a recipient of the organization’s Leadership Scholarship Award (2017) and earned President’s List (2016) and Deans List (2017). I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.

Stephanie Buehler

Client Relationship Manager

Phone: (203) 513-6386 Email: sbuehler@barnumfg.com

Stephanie Douton

Business Analyst | Team Lead

Phone: (203) 513-6265 Email: sdouton@barnumfg.com

AIF®, ChFC®, CASL®

AIF®, BFA™

Niko Vamvakas VP, Retirement Planning Solutions

Brian Parmelee VP, RIsk Management

Kate Cassidy VP, Advanced Markets

Allison Novak Financial Planning Consultant

Natalie DeMeis VP, Benefits

Jamie Bowers Financial Planner Licensing

Niko Vamvakas

Vice President, Retirement Planning Solutions

As the retirement products consultant, Niko serves as a resource to Barnum advisors and clients by analyzing client’s unique financial data and designing optimal retirement recommendations, in-force contract analysis, case design, and retirement income solutions that help put the client on the right path to meet their financial goals and objectives. Niko earned a bachelors degree from Southern Connecticut State University.

Allison Novak

Financial Planning Consultant

Kate Cassidy

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.

Brian Parmelee

Vice President, Risk Management

Brian partners with Barnum advisors to provide in depth analysis on both 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. Brian completed his MBA in Finance from the University of New Haven.

Natalie DeMeis

Vice President, Benefits

With extensive experience in employee benefits, Natalina offers comprehensive benefits consulting for organizations ranging from sole proprietors to those employing over 100,000 employees. She also has a deep understanding of the Medicare rules and provisions and is a noted speaker and consultant on that topic.

Jamie Bowers

Financial Planner | Investment Advisor Representative

As a Financial Planner, Jamie services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Jamie can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed. I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.

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West

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South

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125

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Midwest

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Northeast

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