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Your Team

Advisors

Ben Soccodato

Ben Soccodato, CFP®, ChFC®, RICP®, CExP™

Financial Planner | Financial Services Executive | Investment Advisor Representative

914-372-2939

Chris Kampitsis

Chris Kampitsis, CExP™, RICP®, CFBS®

Financial Planner | Financial Services Executive | Investment Advisor Representative

914-372-2897

Anthony Maiuolo

Anthony Maiuolo

Financial Services Executive | Registered Representative | Investment Advisor Representative

914-372-2959

David Jones

David Jones

Financial Advisor | Financial Services Representative | Investment Advisor Representative

914-372-2949

Our Support Team

Anna Rakotz

Anna Rakotz

Practice Manager

Ryan Smith

Ryan Smith

Insurance Operations Coordinator

Jansen Fraser

Jansen Fraser

Investment Operations Coordinator

Nicole  Riccobono

Nicole Riccobono

Operations Assistant

Barnum's Wealth Strategies Division

Jeremy Hus

Jeremy Hus, CASL®, CLU®, ChF, CFP ®

Financial Planning Director – Financial Services Representative

John Foreman

John Foreman, MBA, CIMA®

Investment Director – Financial Services Representative

Kathleen Cassidy

Kathleen Cassidy, JD

Advanced Markets Director

Myles Holley

Myles Holley

Property & Casualty Product Specialist