Thought Leadership

A TEAM OF RESOURCES WORKING FOR YOU

Barnum’s Financial Services Representatives are supported by a network of thought leaders that are experienced and trained in individual and business planning strategies. They collaborate with your legal and tax advisors to help ensure your goals are never far out of reach.

Elizabeth Hiza

In her role as chief of staff, Elizabeth provides all-encompassing support to drive the continued success of the firm. A major focus of her work is driving Barnum’s commitment to be an industry leader in providing financial wellness programs to people at all stages of their lives. She led the charge to launch The Establishment Barnum, a new approach to financial education and literacy focusing on young […]

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Stefano Martini

Stefano’s role is to provide strategic leadership and hands-on direction to develop, deliver, and evolve an extraordinary, unique, and impactful technology-based experience for our clients, our advisors, our employees, and our business partners. He harnesses the four main elements of technology – automation, security, customer experience, and data – into an integrated approach to driving client and advisor satisfaction and success.

Stefano brings his years of experience in transforming businesses, […]

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Paul Blanco

LUTCF
Founder & CEO

Paul Blanco is the founder and CEO of Barnum Financial Group, an award winning provider of comprehensive personalized planning, investment and protection solutions, and financial literacy programs to clients across the United States. Throughout his career, Paul has been a tireless advocate for his firm and the communities it serves as well as for the financial services industry.

He began his career at MetLife as a financial services representative in […]

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PB

Mindee Blanco

COO

Mindee Blanco is the COO at Barnum Financial Group and heads up the Wealth Strategies Division which includes specialists in the core product areas of insurance, annuities, and investments as well as financial planning and wealth management. Under Mindee’s leadership, Wealth Strategies has become a transformative organization creating a business model that offers comprehensive consulting and timely, targeted sales empowerment and support.

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Joseph D. LoPresti

ChFC®, CLU®, CASL®, LUTCF
Executive Vice President

Join an Elite Firm With Top Notch Coaching

My hands-on, open door approach at Barnum has helped create a collaborative culture that nurtures leaders and empowers outstanding performance. I’m extremely gratified to have instilled in this firm a “can do” culture of stretch goals and accountability. This has translated double-digit recruiting growth for over a decade as well as stamped Barnum with the distinguished “Best Place to Work in CT” […]

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Matthew R. Teel

CFP®, CLU®
Senior Vice President

Matthew Teel is a highly valued resource in complex life, disability, and long term care insurance plan design and sales. His career has evolved from his roots as an intern at a major wire house to running his own financial advisory practice to his current role as Agency Director of Protection Products for Barnum Financial Group the #1 Firm at MetLife for 2012. Today, he leads a team that […]

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Jeremy Hus

MSFS, CFP®, ChFC®, CASL®, CLU®
Vice President, Financial Planning

Recognizing the transformation in the financial services industry as it evolved from transaction-based to holistic financial planning, Jeremy developed Barnum Financial Group’s initiative to provide comprehensive advice and innovative solutions to its clients. Today, as the Director of Financial Planning, he oversees a team of consultants who provide in-depth analysis and thoughtful creative strategies to help Barnum’s clients meet their personal short and long-term goals. He also consults with […]

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JH
20 Nov

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John Foreman

MBA, CIMA®
Vice President, Investments

John works with us to develop and implement investment strategies tailored to meet each client’s personal needs, opportunities and goals. 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 Analyst® (CIMA®) designation, which represents the Investment Management Consultants Association’s highest standards of excellence for investment […]

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Kathleen Cassidy

JD
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 […]

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KC
18 Jan

How You Give Matters

Qualified Charitable Distributions from IRAs Charitable giving and philanthropy are often important to successful individuals. They want to support [...]

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