Broker Check
Meet Our Team

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 Karabas

Anthony M. Karabas, CLU®, ChFC®, LUTCF

Financial Services Executive | Financial Planner | Special Needs Planner

Bellaria Jimenez, CFP®, MBA

Bellaria Jimenez, CFP®, MBA

President - Barnum Tri State

Kristen Esposito

Kristen Esposito

Vice President of Sales / Marketing - Barnum Tri State

Gerald Silberman

Gerald Silberman

Investment Director - Barnum Tri State

Richard Caruso

Richard Caruso

Agency Supervisory Officer - Barnum Tri State

Abraham Velez

Abraham Velez

Agency Technical Specialist / Agency Security Administrator

Anthony Porchetta

Anthony Porchetta

Vice President - Barnum Tri State

Ariel  Weinstein

Ariel Weinstein

Head of IT Operations / Practice Development Specialist - Barnum TriState

Beverly  Wright

Beverly Wright

Vice President, Worksite Products

Brian  Parmalee

Brian Parmalee

Vice President, Risk Management

Greg Wachter

Greg Wachter

VP, Risk Management

Jeremy  Hus

Jeremy Hus, MSFS, CFP®, ChFC®, CASL®, CLU®

Vice President, Financial Planning

John Foreman

John Foreman, MBA, CIMA®

Vice President, Investments

Kathleen  Cassidy

Kathleen Cassidy

Vice President, Advanced Markets

Matthew  Teel

Matthew Teel, CFP®, CLU®

Senior Vice President, Risk Management

Niko Vamvakas

Niko Vamvakas

Vice President, Retirement Planning Solutions

William Erff

William Erff

Property and Casualty Specialist

Client Centered

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.