A Financial Partner Who’s Walked the Path
Meet Joe Celiberti
Joe Celiberti, a Wealth Management Advisor with Barnum Financial Group, takes a real-world approach to helping individuals, families, and entrepreneurs navigate life’s most important financial decisions. With a background in accounting and years of experience building and leading startups, Joe understands firsthand the complexities of managing wealth—and the importance of having the right guidance.
Known for his transparency, accessibility, and 24/7 commitment to service, Joe brings more than technical knowledge to the table—he brings lived experience. He treats every decision like an investment, combining thoughtful planning with a sharp focus on after-tax outcomes, risk management, and long-term strategy. Whether he’s acting as a personal CFO for a business owner or helping a family plan for retirement and college, Joe is passionate about making the complex simple and creating custom solutions that truly fit his clients’ lives.
Joe grew up in Chappaqua, New York, where he met his high school sweetheart, Carolyn. After marrying in 1998, they settled in Ridgefield, Connecticut and raised their three sons—James, Colin, and Andrew. Today, Joe continues to serve clients in the Northeast while expanding his practice into the Southeast, offering in-person and virtual support tailored to each client’s needs.
When two of his sons were diagnosed with Type 1 Diabetes, Joe became an active advocate and former board member for the Juvenile Diabetes Research Foundation (JDRF), offering support to families managing the financial complexities of chronic illness. He also raises awareness around PANS and PANDAS, a rare condition his eldest son endured, and remains deeply committed to helping others navigate these difficult and often misunderstood challenges.
A lifelong NY Rangers fan and certified level-4 hockey coach, Joe spent years on the ice with his boys and served as Vice President of their local hockey organization. These days, he enjoys golfing, coastal walks with Carolyn, and cheering on the Jacksonville Jaguars as a proud part of the Florida “Duuuval” community. His oldest son now attends the University of Alabama—Roll Tide!
CA Insurance License #0L00291
I am licensed and registered to offer products and services in SC. Licenses and registrations will vary.
Domiciled in SC.
Who you work with matters
Barnum’s mission is to provide clients with holistic financial advice that integrates investments, protection, estate and tax planning, and long-term strategy. Like Joe, the firm is committed to helping people make confident, informed decisions about their financial future.
Joe is proud to be part of Barnum Financial Group—one of the leading independent financial planning and wealth management firms in the country. Through Barnum, Joe is backed by a team of professionals, specialists, and resources that allow him to offer a boutique-level client experience with the support of a national organization.
Jeremy Hus, MSFS, CFP®, ChFC®, CASL®, CLU®, CCPS®, CEPA
Vice President, Financial Planning
Jeremy leads a team that helps Barnum’s senior relationship managers to develop personalized wealth management plans and innovative solutions to meet their current and long-term goals.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.
John Foreman, MBA, CIMA®
Vice President, Investments
John works with us to develop and implement investment strategies tailored to meet each client’s personal needs, opportunities and goals. John also earned his Certified Investment Analyst®(CIMA®) designation, which represents the Investment Management Consultants Association’s highest standards of excellence for investment management consulting and wealth advising services.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.
Kate Cassidy, JD*
Vice President, Advanced Markets
Kate provides case design support in the areas of estate and business planning helping to create sophisticated personalized strategies for individuals, families, and businesses.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.
*Licensed but not practicing
Matthew Teel, CFP®, CLU®
Sr. Vice President, Risk Management
CA Insurance License #0K13627
AR Insurance License #8321960
Matthew is a valued resource in complex life, disability, and long term care insurance plan design. He emphasizes the use of insurance from a holistic wealth management perspective. His work focuses on using life insurance as a key retirement planning tool, most notably in the areas of income replacement, estate planning, business succession planning, and executive benefits. Matthew is a graduate of the University of Connecticut with a degree in business and technology.
Matthew is licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.
Niko Vamvakas, RICP®
Vice President, Retirement Planning Solutions
With 14 years of experience and a Retirement Income Certified Professional® (RICP®) designation, Niko helps advisors align client goals with the most suitable retirement planning solutions. He supports advisors by providing tools, guidance, and insight around income planning, wealth accumulation, tax deferral strategies, legacy planning, and market risk mitigation. His role ensures clients are presented with competitive, well-matched solutions. Niko holds a bachelor’s degree from Southern Connecticut State University.
Niko is licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.
Brian Parmelee, CFP®
Vice President, Risk Management
AR Insurance License #17304893
CA insurance License #4238804
Brian partners with Barnum advisors to provide in depth analysis on current insurance holdings, as well as prospective opportunities. Using his vast knowledge of the current life insurance landscape and tax environment, Brian is able to provide both simple and complex solutions to assist in achieving a wide array of client goals and needs. With 10 years of experience at Barnum, Brian specializes in long-term care planning and pension analysis. He lobbies on Capitol Hill through the Finseca Ambassador Program, working with lawmakers and ensuring the industry is properly protected through legislation. He is currently acting as a resource for the New York State Senate on a new Long-Term Care law.
Brian is a CERTIFIED FINANCIAL PLANNER™ professional, earning his Master of Business Administration in Finance from the University of New Haven.
I am licensed to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.
Gregory Wachter
Vice President, Risk Management
CA Insurance License #4440121
With over 15 years of experience, Greg specializes in life insurance and long-term care strategies, with a particular focus on estate maximization and the intelligent use of leverage. After starting his career as a financial advisor, he transitioned into the specialist role to support advisors in navigating complex planning conversations—particularly around estate planning, financial plans, and premium finance. Greg helps ensure clients have the proper coverage in place and truly understand the products being recommended. His involvement strengthens client relationships by allowing advisors to focus on being the quarterback, not the expert in every area. Greg earned a bachelor’s degree from Quinnipiac University.
Greg is licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.
Beverly Wright
Vice President, Worksite Products
CA Insurance License #4313716
Beverly provides group voluntary insurance benefits to both existing and brand new benefits programs, some at no cost to the employer. Through this process, benefit decision makers and employees are educated on the importance of having benefits that can supplement the protection they already have in place. In turn, Barnum advisors work with Beverly to add layers of service and protection to their existing business clients’ portfolios.
I am licensed to offer products and services in CT. Licenses and registrations will vary.Domiciled in CT.
JJ Payette
Vice President, Retirement Planning Solutions
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.