Meet Our Team
Henry Plyler
Henry Plyler recently joined Barnum Financial Group as a Financial Services Executive. Plyler provides financial and wealth management to a large portfolio of clients, including business owners, corporate executives, small business owners, foundations, endowments, and institutions. He comes from Merrill Lynch, where he served as a Senior Portfolio Advisor. Plyler is a Chartered Retirement Planning Counselor℠ (CRPC®) designee who has been in the financial services industry since January of 2007. Before working at Merrill Lynch, Plyler served as Vice President at both JP Morgan and Smith Barney, with a focus on asset management and client acquisition. Previous to his career in financial services, Plyler spent 20 years working in his family’s retail sales and real estate management business in Myrtle Beach, South Carolina. He graduated from Coastal Carolina University with a bachelor’s degree in finance and now serves on CCU’s Wall School of Business Board of Visitors.
JEREMY HUSS
Jeremy leads a team that develops personalized financial plans and innovative solutions to meet the needs of Barnum Financial Group’s clients. Jeremy holds credentials in areas including the financial needs of seniors and is a Chartered Financial Consultant®, a Certified Financial Planner®Professional, a Chartered Life Underwriter® and a Chartered Advisor for Senior Living®. He earned a degree in economics from the University of Connecticut and a Masters in Financial Planning from the American College.
KATHLEEN CASSIDY
Kate provides case design support in the areas of estate and business planning helping to create sophisticated personalized strategies for individuals, families, and businesses. Prior to joining Barnum, Kate was an estate planning, probate and elder law associate with the law firm of Bishop, Jackson & Kelly, LLC in Milford, Connecticut. She assisted with legacy planning and estate administrations as well as public benefits and special needs planning. Kate has an undergraduate degree in English and American Literature from New York University. She received her juris doctor degree from Quinnipiac University School of Law where she was the Opinions Editor of their Probate Law Journal. Kate is admitted to the Connecticut Bar and is a member of the Connecticut Bar Association’s Estates and Probate and Elder Law sections.
JOHN FOREMAN
John works with Barnum advisors to develop and implement investment strategies tailored to meet each client’s personal needs, opportunities and goals. He began his career in 1999 with Citigroup as a taxable fixed income specialist and was an advisor with Citi-Smith Barney where he specialized in short-term money market securities. John earned an undergraduate degree in economics from Hartwick College and a MBA with a focus on entrepreneurship and international management from the University of New Hampshire. 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.
MATTHEW TEEL
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.
Natalina DeMeis
With extensive experience in employee benefits, Natalina offers comprehensive benefits consulting for organizations ranging from sole proprietors to those employing over 100,000 employees. She also has a deep understanding of the Medicare rules and provisions and is a noted speaker and consultant on that topic.
Kelly Bodnar & Katie Dinihanian
Kelly and Katie are the Platinum Account Managers for our clients who utilize Personal Financial View (PFV), a state of the art tool that aggregates all of their assets on a single website, allowing us to take a holistic approach to planning, managing and monitoring. They work with each client helping them to understand the capabilities and use the various functions to truly manage their wealth. They actively monitor each PFV relationship, keeping our clients informed of important updates as well as new features. Kelly earned her undergraduate degree at Southern Connecticut State University and Katie earned hers from Eastern Connecticut University.