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565 Taxter Road, Suite 625, Elmsford, NY 10523

917-540-3843
epeysakh@barnumfg.com
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About Us
A Team Defined by Discipline and Purpose

About
Where Intention Meets Execution

We built this firm on the belief that successful financial planning requires more than good intentions, it requires structure, discipline, and an unwavering focus on the details. Every strategy we develop begins with a deep understanding of our client's financial picture, risk tolerance, and long-term objectives. 

Beyond having advanced financial planning designations, our team has developed strategic partnerships with business valuation experts, mergers and acquisitions teams and the country’s thought leaders in tax and estate planning, in order to best serve our client base. Our commitment to deepening our client’s bench of advisors allows for truly collaborative planning.

Bringing it all together is our unique, proprietary approach to transforming the financial planning experience using strategic analytics and a simplified and elegant roadmap to guide deliberate action and track progress. We are built to creatively solve your most complicated financial planning needs.

Meet The Team
The Professionals Behind Your Strategy

Our highly-qualified team is ready to guide you towards your most critical financial goals. Get to know the people who will help you along the way.

Eugene Peysakh

Eugene Peysakh, CEPA®, CPFA

Financial Planner | Wealth Management Advisor

914-372-2855

917-540-3843

Nick Kavallieratos

Nick Kavallieratos, CLU®, ChFC®

Practice Manager

212-578-2060

Aimee Libby

Aimee Libby

Client Services Associate

212-578-2363

Lana Morozova

Lana Morozova

Client Services Associate

914-372-2923

Strategic Partners

Strategic Collaboration. Expanded Perspective.

Through close collaboration across the firm, we are able to bring additional perspective, resources, and planning insight to help address the broader needs of the clients we serve.

Jared Levy, CFP®, ChFC®

Jared Levy, CFP®, ChFC®

Financial Planner | Wealth Management Advisor

Derek Pierce

Derek J. Pierce, PsyD

Financial Advisor | Investment Advisor Representative

Richard Caiazzo

Richard L. Caiazzo, CFP®

Financial Planner | Investment Advisor Representative

EXTENDED RESOURCES

Specialized Resources for Broader Planning Needs

Our firm is supported by a team of specialists referred to as the Wealth Strategies Division (WSD). This division is made up of product specialists and a dedicated financial planning team that has vast knowledge of their specific areas of business, which offers our clients a truly unique and well-rounded experience.

Kathleen Cassidy

Kathleen A. Cassidy, JD*

Vice President, Advanced Markets

Jeremy Hus

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

Vice President, Financial Planning

Greg Wachter

Greg Wachter

Vice President, Risk Management

Alyssa Profanato

Alyssa Profanato

Marketing Program Manager

Myles Holley

Myles Holley

Executive Insurance Agent | Barnum Property & Casualty*

Lou Molnar

Lou Molnar

Senior Commercial Insurance Agent | Barnum Property & Casualty*

Joseph Sanzo

Joseph Sanzo

Executive Insurance Agent | Barnum Property & Casualty*

Jessica Valentine

Jessica Valentine

Lead Customer Service & Operations Consultant | Barnum Property & Casualty*

*Barnum Property & Casualty is not a subsidiary or affiliate of Barnum Financial Group or MML Investors Services, LLC, or its affiliated companies.

Get Started
Ready to Take the Next Step?

If you're looking for a team with a structured, research-driven approach to your financial life, we'd welcome the opportunity to talk. Let's start with a conversation about your goals.

Let's Build Your Plan

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