Who We Are

Meet The Leadership Team

We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

Bellaria Jimenez CFP®, MBA, ChFC®, CLU®

CEO, President, & General Agent of Barnum Financial Group Tri State

Richard Caruso

Vice President of Compliance and Supervision, Registered Principal

Anthony N. Porchetta

Vice President | Registered Principal

Jatil Kodati

Vice President of Field Development

Kristen Esposito

Chief Operating Officer, Registered Principal

Padmaja Kotagiri

Agency Supervisory Officer/ Registered Principal

Ariel Weinstein

Technical Operations Administrator & Practice Development Specialist

Gerald Silberman

Investment Director

Robert Kauffman

Brokerage Director

Victor Maccagnan MBA, CFP®, ChFC®, CIMA®

VP of Sales & Registered Principal-Wealth Management Advisor

We Want To Hear From You

We’re here to listen and understand. Reach out today to start a conversation about how we can help you build a secure financial future.

Schedule a Call