The Bedrock Wealth Strategies Team

For nearly two decades we’ve helped create, build, enhance, and sell businesses. We've helped high-net worth families crystalize their planning goals and tailor a plan to help put them in the best possible position to meet them.

Meet the Team

Cohen, Isaac

Isaac Cohen

Founder & CEO
Wright, Barbara

Barbara Wright

Head of Client Relations

A Team of Resources Built for You

The Wealth Strategies Division

Our team is supported by a team of specialists at Barnum Financial Group 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.

Hus, Jeremy
Jeremy Hus
VP, Financial Planning
DeMeis, Natalie
Natalie DeMeis
VP, Business Devleopment
Foreman, John
John Foreman
VP, Investments
Vamvakas, Niko
Niko Vamvakas
VP, Retirement Solutions
Wachter, Greg
Greg Wacther
VP, Risk Management
Wright, Beverly
Beverly Wright
VP, Worksite Products
Parmelee, Brian
Brian Parmelee
VP, Risk Management
Cassidy, Kate
Kate Cassidy, JD*
VP, Advanced Markets

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