Your Team
Advisors
Ben Soccodato, CFP®, ChFC®, RICP®, CExP™, ChSNC®, AIF®
Financial Planner | Financial Services Executive | Investment Advisor Representative
Chris Kampitsis, CFP®, ChFC®, CExP™, RICP®, CFBS®, AIF®
Financial Planner | Financial Services Executive | Investment Advisor Representative
Anthony Maiuolo, CFP®, ChFC®, AIF®
Financial Planner | Financial Services Executive | Investment Advisor Representative
Kenneth F. DiCairano, CFP®, CPA®, CASL®, MBA
Financial Planner | Financial Services Executive | Investment Advisor Representative
914-372-2929
David Jones, CFP®, ChFC®
Financial Planner | Financial Services Executive | Investment Advisor Representative
Jared Chin
Financial Planner | Financial Services Representative | Investment Advisor Representative
914-372-2929
Ryan Wright, CFP®, RICP®
Financial Planner | Financial Services Representative | Investment Advisor Representative
914-372-2929
Jennee Blanco
Financial Planner | Registered Representative | Investment Advisor Representative
914-372-2929
Kevin Power
Financial Planner | Financial Services Representative | Investment Advisor Representative
914-372-2929
Your Support Team
Paulette DiCairano
Director of Team Operations & Marketing
Anna Rakotz
Practice Manager
Jonathan Rosen, CFP®
Paraplanner
Destiny Morris
Client Relationship Coordinator
John Garigliano, MSF
Investment Operations Associate
Rachel Lapadula
Client Relationship Coordinator
Cheyenne Haviland
Client Relationship Coordinator
Tara Elliott, MBA
Marketing Coordinator
Nicole Riccobono
New Business Analyst
Stephanie Delacruz
Insurance Operations Associate
Jennifer Molina
Insurance Operations Coordinator
Tavindra Dhanraj
Insurance Operations Coordinator
Gabriel Palacios
Investment Operations Associate
Jessica Mulligan
Operations Assistant
Peter Garcia
Client Service Associate
Josh Felice
Client Service Associate
Michael Kouroupakis
Client Service Associate
Frank Newman
Client Service Associate
Nicole McMullen
Client Relationship Coordinator
Barnum's Wealth Strategies Division
Jeremy Hus, CASL®, CLU®, ChFC®, CFP ®
Vice President, Financial Planning
John Foreman, MBA, CIMA®
Vice President, Investments
Kathleen Cassidy, JD
Vice President, Advanced Markets
Myles Holley
Property & Casualty Product Specialist