Broker Check

Your Team

Advisors

Ben Soccodato

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

Financial Planner | Financial Services Executive | Investment Advisor Representative

914-372-2939

Chris Kampitsis

Chris Kampitsis, CFP®, ChFC®, CExP™, RICP®, CFBS®, AIF®

Financial Planner | Financial Services Executive | Investment Advisor Representative

914-372-2897

Kenneth DiCairano

Kenneth F. DiCairano, CFP®, CPA®, CASL®, MBA

Financial Planner | Financial Services Executive | Investment Advisor Representative

914-372-2974

914-372-2929

Anthony Maiuolo

Anthony Maiuolo, CFP®, AIF®

Financial Planner | Financial Services Executive | Investment Advisor Representative

914-372-2959

David Jones

David Jones, CFP®, ChFC®

Financial Planner | Financial Services Representative | Investment Advisor Representative

914-372-2949

Jared Chin

Jared Chin

Financial Planner | Financial Services Executive | Investment Advisor Representative

914-372-2936

914-372-2929

Ryan Wright

Ryan Wright, CFP®, RICP®

Financial Planner | Financial Services Representative | Investment Advisor Representative

914-372-2894

914-372-2929

Jennee Blanco

Jennee Blanco

Financial Planner | Registered Representative | Investment Advisor Representative

914-372-5150

914-372-2929

Your Support Team

Paulette DiCairano

Paulette DiCairano

Director of Team Operations & Marketing

Anna Rakotz

Anna Rakotz

Practice Manager

John Garigliano

John Garigliano, MSF

Investment Operations Associate

Destiny Morris

Destiny Morris

Client Relationship Coordinator

Rachel Lapadula

Rachel Lapadula

Client Relationship Coordinator

Cheyenne Haviland

Cheyenne Haviland

Client Relationship Coordinator

Tara Elliott

Tara Elliott, MBA

Marketing Coordinator

Nicole  Riccobono

Nicole Riccobono

New Business Analyst

Josh Felice

Josh Felice

Client Service Associate

Peter Garcia

Peter Garcia

Client Service Associate

Stephanie Delacruz

Stephanie Delacruz

Insurance Operations Associate

Jennifer Molina

Insurance Operations Coordinator

Tavindra Dhanraj

Insurance Operations Coordinator

Jessica Mulligan

Operations Assistant

Barnum's Wealth Strategies Division

Jeremy Hus

Jeremy Hus, CASL®, CLU®, ChF, CFP ®

Vice President, Financial Planning

John Foreman

John Foreman, MBA, CIMA®

Vice President, Investments

Kathleen Cassidy

Kathleen Cassidy, JD

Vice President, Advanced Markets

Myles Holley

Myles Holley

Property & Casualty Product Specialist