Meet Our Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Anthony M. Karabas, CLU®, ChFC®, LUTCF
Financial Services Executive | Financial Planner | Special Needs Planner
Bellaria Jimenez, CFP®, MBA
President - Barnum Tri State
Kristen Esposito
Vice President of Sales / Marketing - Barnum Tri State
Gerald Silberman
Investment Director - Barnum Tri State
Richard Caruso
Agency Supervisory Officer - Barnum Tri State
Abraham Velez
Agency Technical Specialist / Agency Security Administrator
Anthony Porchetta
Vice President - Barnum Tri State
Ariel Weinstein
Head of IT Operations / Practice Development Specialist - Barnum TriState
Beverly Wright
Vice President, Worksite Products
Brian Parmalee
Vice President, Risk Management
Greg Wachter
VP, Risk Management
Jeremy Hus, MSFS, CFP®, ChFC®, CASL®, CLU®
Vice President, Financial Planning
John Foreman, MBA, CIMA®
Vice President, Investments
Kathleen Cassidy
Vice President, Advanced Markets
Matthew Teel, CFP®, CLU®
Senior Vice President, Risk Management
Niko Vamvakas
Vice President, Retirement Planning Solutions
William Erff
Property and Casualty Specialist
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.