We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with us, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.

Andrew J. Wigzell, AIF®, ChFC®, CASL®

Financial Planner | Financial Services Executive | Investment Advisory 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 Accredited Investment Fiduciary (AIF®), Chartered Financial Consultant (ChFC®), and Chartered Advisor for Senior Living (CASL) designations.

Andy lives in Trumbull, CT with his wife, Michelle, and their two children.

Andy is licensed and registered to offer products and services in CT and all 50 states. Licenses and registrations will vary. Domiciled in CT. CA Insurance Lic # 0J03866

Patrick Kenny, AIF®, BFA

Financial Planner | Special Care Planner | Investment Advisory 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 the Financial Services Certified Professional (FSCP®) and Behavioral Financial Advisor (BFATM) designations.

I am licensed and registered to offer products and services in CT and all 50 states. Licenses and registrations will vary.  Domiciled in CT.

Martin Ferraro

Financial Planner | Investment Advisory 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. Hi 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 Dean’s Lead (2017)

I am licensed and registered to offer products and services in CT and all 50 states. 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

Allison Novak

Financial Planning Consultant

Niko Vamvakas

Vice President, Retirement Planning Solutions

As the Vice President of Retirement Planning Solutions, Niko serves as a resource to Barnum advisors and clients by analyzing client’s unique financial data and designing optimal retirement recommendations, inforce 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.

Kate 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 both individuals, families, and businesses. Prior to joining Barnum, Kate was an estate planning, probate, and elder law associate with the law form 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

Brian Parmelee, CFP®

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 at the University of New Haven.

Natalie DeMeis

Vice President, Business Development

With extensive experience in employee benefits, Natalie 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 the topic.


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