6 Corporate Drive
Shelton, CT 06484

Phone: (203)513-6000
Fax: (203)513-6080
E-mail: pblanco@metlife.com

A graduate of St. Francis College, Paul entered the financial services industry with MetLife in 1991. Initially inspired by the opportunity to lead people and run his own business as well as the unlimited income potential, Paul's goals were to help people become financially secure and ultimately become the number one financial resources firm in the world.

Two years into his career, Paul was asked to become the Managing Director of a small, seven-employee office in Trumbull, CT. Throughout the next 15 years under Paul's leadership, Barnum Financial Group grew into one of the largest financial planning firms in the state with over 36 offices throughout CT, NY, NJ, MA, RI, NH and NV and employing 438 people.

In 2003 Paul became the youngest inductee into the MetLife Manager's Hall of Fame. In 2006 he became the youngest winner of its Top of the Tower and in 2010 Paul became the youngest manager in MetLifes history to reach Golden Laurent status. He has qualified for 17 consecutive Management Leaders Conferences and nine Chairman's Council Conferences. He received MetLife's Triskelion Award for outstanding management leadership in 2004, 2007 and 2010. Under Pauls leadership, Barnum Financial Group won MetLife's Firm of the Year Award from 2004 to 2008.

Paul has contributed to GAMA's Great Ideas book series and served on the GAMA Foundation's Board of Trustees. He has qualified for the Master Agency Award and the International Management Diamond Plus and Diamond Awards. GAMA has named his firm one of the top 100 U.S. financial agencies multiple times.

Paul has appeared on SmartMonay radio on WICC and WELI as well as the CEO Show and WTNH's Connecticut Style to provide expert advice on leadership, philanthropy and financial services. Paul has presented main plateform at numerous MetLife and industry events and at GAMA International's LAMP conference.

A prominent philanthropist in his community, Paul's ultimate dream is for 100% of his employees to give back to the community in some way. Firmwide projects have included "Bikes for Kids" which involves the donation of 400 new bikes and helmets annually to underprivileged children in NY, CT and RI; "Backpacks for Kids" through which the firm adopted over 75 disadvantaged children and provided them with school supplies and clothing; partnering with KaBoom! to sponsor and construct a playground in Bridgeport, CT; and establishing an annual "What the American Dream Means to Me" essay contest throughout CT, NY and RI, which offers four talented children the opportunity to earn college scholarships.

Paul was named Philanthropist of the Year in 2007 by the Fairfield County Remodelers and Home Building Associaton and he was inducted into the Connecticut Business Hall of Fame and Junior Achievement Hall of Fame. His firm was awarded "Best Place to Work in Connecticut" by the Hartford Business Journal in 2006, 2009 and 2010, received the Greater Valley Chamber of Commerce Business Growth of the Year Award , the Westchester County Chabad Lubavitch Corporate Leadership Award, and the Valley United Way Community Impact Award.

Paul's passion for sports and youth in the community has inspired him to support a local football camp, little league team, adult softball team, Junior Achievement and the "Make a Difference Day" campaign.

In 2006, Paul and his wife Mindee started the Foundation for Life, Inc., a 501(c)(3) organization established as a vehicle through which BFG employees could provide financial support to charities throughout their local communities. Since it's inception, the Foundation for Life has raised hundreds of thousands of dollars to support many local charities.

Paul and Mindee live in Shelton, Connecticut with their three children, Jennee, Sydnee and Paul and their dog Sofee.

6 Corporate Drive
Shelton, CT 06484

Phone: 203.513.6132
E-mail: jlopresti@metlife.com

• BS & BA – Nichols College (Specialization in Finance)
• Earned LUTCF designation
• Registered Principal of MetLife Securities, Inc.
• Member – National Association of Financial Insurance Advisors (NAIFA)
• Member – GAMA International
• Numerous Management Leaders & Chairman's Conference Qualifications

Joe is the Senior Agency Sales Director at Barnum Financial Group, An Office of MetLife. Joe started his career with MetLife 19 years ago as a Financial Services Representative gaining extensive knowledge and experience assisting individuals, families and business owners with their financial goals and objectives.

As Senior Agency Sales Director and BFG South Market Leader, Joe leads a team of over 200 highly productive Financial Service Representatives, Advisor Coaches, Sales Managers and Agency Directors. In 2004, 2005, 2006, 2007, 2008 and 2010 Joe was recognized as the number one MetLife Agency Sales Director in the country. He was awarded the Brian H. Early Frontline Excellence Award from GAMA International for being one of the top leaders in the industry. Joe was also named by Fairfield County Business Journal as one of the top 40 leaders under the age of 40 in Fairfield County

Joe dedicates his career to building the strongest team of Financial Service Representatives comprised of both experienced representatives who would like to take their career to the next level as well as young professionals. Joe is committed to providing the tools and resources needed to assist these highly productive, entrepreneurial Financial Service Representatives to build a successful practice within the Barnum Financial Group.

Joe also gives back to his community by coaching youth baseball and basketball, as well as contributing time and resources to several local charities and organizations. Joe serves on the Board of Directors at the Valley United Way and BFG's Foundation For Life. Joe is an avid sports fan who lives in Woodbury, CT with his wife Amy and their four children Tanner, Kassi, Carli and Hannah.

6 Corporate Drive
Shelton, CT 06484

Phone: 203.513.6322
Fax: 203.513.6080
E-mail: mconlon1@metlife.com

• BS – University of Connecticut
• Licensed to sell Life, Accident and Health Insurances, Series 6 & 63 Securities Registered
• Member of the Alumni Association of Connecticut
• Leader's Conference Qualification

Maria is an Agency Sales Director with Barnum Financial Group, An Office of MetLife. As an Agency Sales Director, Maria is dedicated to building a highly productive team of Financial Services Representatives. She is committed to providing the tools and resources needed to assist these Financial Service Representatives to build a successful practice within Barnum Financial Group.

Maria is a former "Husky" women's basketball player with the University of Connecticut who helped lead her team to three Division I National Championship victories. In addition, Maria was the Head Coach of the Women's Basketball Team at Southern Connecticut State University and led them to win the National Championship in 2005.

Maria currently lives in Milford, CT with her husband Carmine. In her free time Maria enjoys public speaking and giving back to her community by volunteering her time with various charitable organizations.

707 Westchester Avenue, Suite 105
White Plains, NY 10604  

Phone: 914.272.2242
Fax: 914.963.8014
E-mail: ggerhard@metlife.com

George is an Agency Sales Director with Barnum Financial Group, an office of MetLife. In this role he will dedicate his career to building the strongest team of Financial Services Representatives comprised of both experienced representatives who would like to take their career to the next level as well as young professionals.

He will continue to service his clients as a Financial Services Representative. George offers comprehensive financial advice and investment management services to individuals and families who want to preserve and grow their assets. He helps his clients identify their goals, plan for retirement, grow and protect wealth, minimize tax liabilities, identify insurance needs, and assists with their estate planning needs. He provides financial strategies that are carefully tailored to each client's goals, values and tolerance for risk.

George began his career at Barnum in 2002 as a student intern and joined the firm as a Financial Service Representative in 2005. Since starting his career at BFG, George has consistently earned top honors which have lead him into a leadership role. In his first year, he was named "Rookie of the Year" Barnum's top new associate for that year. Because of his production, compliance and ethical standards he qualified for MetLife's prestigious Leaders Conference for 5 consecutive years in a row.

He is a member of the Million Dollar Round Table (MDRT) the industry's Premier Association of Financial Professionals and also a member of The National Association of Insurance and Financial Advisors (NAIFA).

George is a graduate of Sacred Heart University in Fairfield, where he earned a Bachelor of Science Degree in Finance.

George lives in Milford, Connecticut.

Phone: 203.513.6127
Fax: 203.513.6080
E-mail: white@metlife.com

William Hite is an Agency Sales Director with Barnum Financial Group, the nation's #1 MetLife office for 2004, 2005, 2006, 2007 and 2008. He has been in the financial services industry for over 20 years and with MetLife for 14 years. He built his career helping individuals and business owners with diversified financial needs and goals. Bill has received numerous MetLife top honors by achieving 14 consecutive conference qualifications.

After building his own successful practice, in 2008 Bill was promoted to Agency Sales Direct, managing 20+ advisors comprised of both experienced representatives who would like to take their career to the next level as well as young professionals. Bill prides himself on strengthening his team of representatives through education, training and experience in order to bring the most accurate information and appropriate strategies to their clients. Bill's team finished in the top 20 of all of MetLife's Sales teams for the last 2 consecutive years..

As a part of his commitment to self-development, Bill attended Sacred Heart University and earned his Life Underwriter Training Council Fellow designation-LUTCF. He is continually pursuing various industry designations. Bill is a member of GAMA International and the National Association of Insurance and Financial Advisors.

Bill lives with his wife Faith and his son Billy Jr. in Shelton, CT. He is a firm believer in being an active member of his community and has been coaching baseball, football and basketball for sixteen years. Bill has also actively served on the Board of Directors for the Italian Community Center, Fairfield National Little League and Fairfield Junior Babe Ruth Baseball.

669 River Drive, Center 2
Elmwood Park, NJ 07407  

Phone: 201.398.7440
Fax: 201.398.7450
E-mail: mkane@metlife.com

Michael Kane is an Agency Sales Director with Barnum Financial Group, An Office of MetLife. He is dedicating his career to build an elite team of Financial Services Representatives in the New Jersey market. Michael’s team is located in our Elmwood Park, New Jersey office and is comprised of both highly productive, experienced representatives who are driving to take their career to new heights, as well as a host of young professionals, who are eager to learn from them.

Michael continues to run his own practice as a Financial Services Representative, offering comprehensive financial advice and investment management services to individuals and families who want to preserve, protect, grow and ultimately transfer their wealth in the most tax efficient manner. He helps his clients by providing financial strategies that are carefully tailored to each client’s goals, values and tolerance for risk.

Prior to Joining the Barnum family, Michael was a Financial Advisor with New England Financial, An Office of MetLife. He holds his 6, 7, 63, 65 Securities Registrations and licensed to sell Life and Health Insurance. He is a member of the Million Dollar Round Table (MDRT) the industry’s Premier Association of Financial Professionals. In 2007, he graduated from Virginia Tech with a degree in Financial Management. He remains a member of the Virginia Tech Alumni Association.

With a passion to better others, an excellent client service model and a hearty work ethic, Michael has qualified for Leader’s Conference 4 times and has become an integral part of the Barnum leadership team.

Michael is married to wife Mara and they reside in New Jersey. In his spare time, he enjoys golf, tennis, traveling and cheering on the VT Hokies Football Team.

200 Crossings Boulevard, Suite 200
Warwick RI 02886

Phone: 401.243.8800
E-mail: jkotula@metlife.com

Joe is an Agency Sales Director for Barnum Financial Group and is the Market Leader for Rhode Island. As a seventeen year veteran of MetLife, Joe has held various roles including financial services representative, financial planner, and market leader. Currently, he manages an office of over fifty advisors where he endeavors to provide the necessary resources for the success of his team and their clients. He has been a perennial management leader's qualifier and is routinely ranked as one of the top Agency Sales Directors in the MetLife distribution. In 2008, Joe won Barnum Financial Group's Management Award of Excellence. Additionally, he is a member of NAIFA and GAMA International and has qualified for the GAMA platinum award. His FINRA registrations include Rhode Island, Connecticut, Massachusetts, Maryland, Arizona, Pennsylvania, and Ohio. Joe earned his Bachelor of Science from Arizona State University.

In support of philanthropy, Joe and his office have been active in a variety of charitable events including Foundation for Life's Bikes for Kids program at Pawtucket Red Sox games, St. Anthony's Food Shelter in Providence, and the Marines' Toys for Tots Program.

Within a short sixteen months of BFG acquiring the Rhode Island market, Joe's strong leadership resulted in a nomination for Providence Business News One of the Best Places to Work in Rhode Island, 2011.

Joe is married and has one daughter with his wife, Catherine.

100 Great Meadow Road
Wethersfield, CT 06109

Phone: 860.380.2676
Fax: 860.218.2899
E-mail: mlopresti@metlife.com

Mike is the Market Leader of BFG's Hartford, CT market. Overseeing a team of 80 Financial Advisors, he is committed to providing his advisors with ongoing development opportunities and business building resources which enables them to build highly successful practices and maximize career aspirations.

Prior to his current position, Mike served 8 years as the Director of Agency Development at BFG. His area of responsibility encompassed the overall coordination and operation of all departments at BFG with his primary focus on Training and Development

Mike has over 20 years of experience in the Financial Services industry, 19 of them have been with Metlife. During his tenure, Mike has been a leaders conference qualifying Financial Advisor and has qualified 7 consecutive years for Metlife's prestigious management leaders conference.

Mike is a graduate of Hamilton College with a BA in Economics and also has earned his MBA in Marketing from the University of Bridgeport. He holds his L,A&H and P&C licenses as well as the Series 6,7,63,65 and 26. He resides in Woodbury, CT with his wife Dione and their five children.

2614 Boston Post Road, Suite 33B
Guilford, CT 06437

Phone: 203.689.9014
Fax: 203.458.1167
E-mail: mmarkovitz@metlife.com

As an Agency Sales Director with the Barnum Financial Group, An Office of MetLife, Marc is dedicating his career to building an elite team of Financial Services Representatives along the CT shoreline. Marc's team is located in our Guilford, CT office and is comprised of both highly productive, experienced representatives who are driving to take their career to new heights, as well as a host of young professionals, who are eager to learn from them.

Marc continues to run his own practice as a Financial Services Representative, offering comprehensive financial advice and investment management services to individuals and families who want to preserve, protect, grow and ultimately transfer their wealth in the most tax efficient manner. He helps his clients by providing financial strategies that are carefully tailored to each client's goals, values and tolerance for risk.

Marc began his financial services career as an adviser with Barnum in 2001 and was promoted into a leadership role in 2008. With a passion to better others, an excellent client service model and a hearty work ethic, Marc has qualified for Leader's Conference and become an integral part of the Barnum leadership team.

Marc attended Mitchell College in New London, CT on a full basketball scholarship and earned his Associate's degree in 1993. During his time there, he was recognized as a Junior College Academic All-American. In 1995, he graduated from Bryant College with a Bachelor's degree in Finance.

Marc currently lives in Madison, CT with his wife Dana and their three children, Samuel, Jonas and Lucia. Outside of the office, Marc loves spending time with his children and his sixteen siblings. He is an avid golfer and sports enthusiast. He enjoys giving back to his community by volunteering his time with various charitable organizations such as the United Way.

100 Great Meadows Rd, Suite 200.
Wethersfield, CT 06109

Phone: 860.380.2672
Fax: 860.218.2899
E-mail: mmete@metlife.com

Morris is an Agency Sales Director at Barnum Financial Group, an office of MetLife. Barnum Financial Group was #1 MetLife office for 5 consecutive years, 2004-2008. As a part of BFG, Morris is committed to building a team of diverse professionals and providing them with continuous and current training opportunities and resources that help them build their business and maximize opportunities. Clients turn to BFG because of our longevity, the service we provide and the experience that has made us the strong and stable company we are today.

Morris has been in the industry since 2003 and is an experienced manager. He joined BFG from Prudential where he started as an advisor and was quickly promoted to the position of Branch Manager for the Middlebury Office. During his time at Prudential, he qualified for MDRT and President's Conference in his first year, and finished #2 in the country for Rookie of the Year. As a Manager with Prudential he was consistently ranked as one of the top 15 managers nationwide. During his first year at BFG, he achieved a monumental milestone by becoming #3 Sales Director in all of MetLife and now Morris leads a team of 30 advisors.

In addition to his role as Agency Director, Morris is also an active member in the industry. Some of the organizations he is involved in include: NAIFA, NSHMBA, and ALPHA. He received a double Bachelor's Degree in Economics and Sociology from the University of Connecticut and currently lives in Shelton, CT. In his spare time, he enjoys watching movies, going to dinner and participating in sports such as flag-football and basketball.

6 Corporate Drive
Shelton, CT 06484

Phone: 203.513.6158
Fax: 203.513.6080
E-mail: kshah1@metlife.com

Ketan recently accepted the position of Agency Sales Director for the multicultural & diverse markets division. In this role, Ketans primary responsibility is to recruit, train and develop qualified candidates in multi-cultural and diverse markets who are interested in building a successful career in financial services at one of MetLife premier agencies.

Ketan came to Barnum Financial Group, an Office of MetLife from American Express Financial Advisors. While at Barnum Financial Group Ketan received the Fast Start Award in 2003, qualified for Leaders Conference in 2004 & 2005 and received the Rookie of the Year award in 2005.

He successfully acquired the prestigious Certified Financial Planner® designation in 2008. Ketan is also licensed in Life & Health & Property & Casualty Insurance and has passed the Series 7, Series 66 and the CLTC(Certified in Long Term Care) exams.

Ketan is actively involved with Toastmasters International, the worldwide organization which helps individuals improve their communication and leadership skills. He successfully served as a Club President in 2010-2011 and helped his club achieve the President's Distinguished Award for the 1st time in its history. He now serves as an Area Governor with the same organization.

Ketan believes in being a positive role model for school kids. He is a regular volunteer with Junior Achievement in helping school kids learn about business and economics and mentors every week at the Shelton school system.

Ketan lives in Huntington with his wife Unnati and their son Keyur. In his spare time he enjoys reading, practicing golf and doing math with his son.

6 Corporate Drive
Shelton, CT 06484

Phone: 203.513.6197
Fax: 203.513.6080
E-mail: rquiles@metlife.com

• Member-National Association of Financial Insurance Advisors (NAIFA)
• Member-GAMA
• Earned LUTCF designation
• Numerous awards in Leadership, Training, and Management

Ray is an Agency Sales Director with Barnum Financial Group, An Office of MetLife. In this role he dedicates his career to building the strongest team of Financial Services Representatives comprised of both experienced representatives who would like to take their career to the next level as well as young professionals.. He leads a large team of highly productive Financial Service Representatives, Advisor Coaches, and Sales Managers. His ultimate goal is to ensure his clients and advisors have the knowledge and confidence they need to make informed financial decisions and protect those that are dependent on them and to be a lifetime resource for his clients and advisors providing them with a financially secure future.

Joining Barnum Financial Group, allows Ray to offer his clients a wide array of financial products combined with first class client service. Barnum Financial Group considers their clients', and advisors needs, goals and dreams to be of the highest priority. Barnum Financial Group Representatives believe in the value of long-term relationships, service, integrity and uncompromised quality. These values have helped us attain the ranking as MetLife's #1 office in the country for several years.

Ray has over 20 years of experience working in the financial services industry. He has been an award winning representative as well as Sales Manager, Corporate Trainer, and Recruiter. Ray leads and coaches a team of financial professionals by providing them with the knowledge they need to ensure their client's financial success, as well as their own.

Ray resides in Stratford, with his family. Ray is a supportive husband of 30 years, and loving father of four. In his spare time, he enjoys sports, traveling, coaching, teaching and volunteers some of his time to various church and community organizations, including Junior Achievement. Ray also has volunteered time with children and families of special needs.

6 Corporate Drive
Shelton, CT 06484

Phone: 203.513.6010
Fax: 203.513.6080
E-mail: mblanco2@metlife.com

As Director of Wealth Strategies, a division of Barnum Financial Group, An office of MetLife, Mindee is responsible for driving business in the core product areas of life insurance, annuities, securities as well as the growth and development of the firm’s financial planning and wealth management units. Mindee and her team are authorities in the above focus areas and continually work to bring the most up to date information and cutting edge technology and tools to the advisors and clients of Barnum Financial Group.

Prior to her current role, Mindee was responsible for overseeing the firm’s available portfolio of protection products which included, Life Insurance, Disability Income Insurance and Long-Term Care Insurance. Mindee successfully trained and developed her team into having the most efficient processes and procedures for placing new business enterprise wide.

In addition, Mindee is also responsible for overseeing the real estate development of the firm, including expanding the office into additional areas of CT as well as NYC, White Plains, Hartford, RI and MA. She also plays a pivotal role in BFG's charitable giving opportunities and serves on the Board of the Foundation for Life, a charitable organization she founded with her husband Paul.

Mindee started her career with BFG as a Financial Services Representative in 1994 and qualified for Leader's Conference several years in a row, both as a producer and a manager. Mindee currently lives in Fairfield, CT with her husband Paul and their three children, Jennee, Sydnee, and Paul.

6 Corporate Drive
Shelton, CT 06484

Phone: 203.513.6146
Fax: 203.513.6080
E-mail: ndemeis@metlife.com

Natalina DeMeis, a 20 year veteran of MetLife, joined Barnum Financial Group (BFG) in 2005. Natalina runs 3 departments at BFG. She is responsible for sales within Barnum Benefits Group, BFG's benefits division. Barnum Benefits supports BFG advisors with a team of experts in health insurance, ancillary group benefits, voluntary benefits, as well as executive benefits, including pensions. Natalina is also responsible for Auto and Home sales throughout BFG. She manages a team of P&C Specialists to support and advise the BFG Advisors on their clients' needs for home owners, renters, auto, and umbrella policies. Natalina's third area of responsibility is working with industry experts and BFG advisors to strengthen and formalize existing alliances, while building new relationships. This includes running BFG's Brokerage Department in working with Independent brokers.

6 Corporate Drive
Shelton, CT 06484

Phone: 203.513.6390
Fax: 203.513.6113
E-mail: mhite@metlife

Michelle Hite is a Recruiting Director with Barnum Financial Group, an office of MetLife. As a part of Barnum's management team, Michelle is responsible for overseeing the on boarding team, assist the firm with human resource needs, lead performance management and identifying internal and external talent to maintain the growth of the firm.

Michelle has over a decade of experience selecting, retaining and developing sales managers and professionals, along with the execution of the market calendar. Prior to joining MetLife, Michelle was promoted seven times within Estee Lauder May Corporation. In her last position, a Clinique Account Executive, Michelle was responsible for a 12 million dollar territory which was spread throughout 4 states and included 21 managers.

Michelle grew up in Oneonta, NY and attended the State University of New York, Morrisville. There, she studied Business Administration and competed in Track & Field. Currently, Michelle resides in Oxford with her husband Chuck and their son Alex and daughter Riley.

6 Corporate Drive, Suite 500
Shelton, CT 06484

Phone: 203.513.6169
Fax: 203.513.6003
E-mail: jhus@metlife.com

Jeremy is responsible for organizing and developing all financial planning activities for Barnum Financial Group. In this role, Jeremy works closely with Financial Planners, Advanced Markets attorney's, and the client's of our advisors to develop comprehensive financial plans and innovative solutions to help clients achieve their goals.

Jeremy began his career at Barnum Financial Group as a Financial Services Representative in 2005. He holds his Life and Health Insurance license and Series 6, 7, 24, 63, and 65 securities registration. He received his B.A. in Economics from the University of Connecticut.

6 Corporate Drive
Shelton, CT 06484

Phone: 203.513.6062
Fax: 203.513.6080
E-mail: zlilova@metlife.com

Zory is the Director of Operations Manager Barnum. In this role she oversees the new business and compliance areas of the firm. Her department is also responsible for transitioning experienced advisors who join Barnum. She has been with the firm since 2001 and has since served in many different roles.

Originally from Bulgaria, Zory came to the US and earned her BS at the University of Bridgeport. She completed her MBA at New York University in Manhattan, NY in 2008. Currently, she lives in Fairfield, CT with her husband Jason and their son Andrew. Zory holds her Life Insurance and Health License and her Series 7, 63, 65, 24, 9 and 10 securities registrations.

6 Corporate Drive
Shelton, CT 06484

Phone: 203.513.6084
mobile: 203.943.2579
E-mail: JLiscinsky@metlife.com

Janice is responsible for managing initiatives for both the Marketing Department and the Client Service Center with the goal of consistently providing new sales opportunities and marketing solutions. In addition, she oversees all in house database projects and manages our Middle Market Sales Team.

Janice joined Barnum Financial Group in August of 2009 as Marketing Database Director. She has over 20 years experience in direct and database marketing solutions in the areas of CRM, customer segmentation, modeling, profiling, data quality and industry best practices. Janice has experience on the client, vendor and agency sides of the business bringing a comprehensive perspective to the development, implementation and ongoing management of marketing database programs and knowledge of CRM. Prior to joining BFG, Janice worked for GLP Partners where she was Partner, Direct Marketing and Database Practice. Prior to becoming a Direct Marketing Consultant, Janice worked for Experian Marketing Services, where she concentrated on financial services, energy, packaged goods and telecom verticals. She also worked for MetLife as Director of Decision Support where she directed the establishment of the Institutional Marketing Customer Relationship Datamart. This served as an integral tool used to identify sales and cross-sell opportunities with clients and prospects to drive 35% sales growth in one year.

Janice graduated from Sacred Heart University with a Bachelor of Science in Computer Science.

Janice and Dave reside in Deep River, CT where they love to take horseback riding lessons.

6 Corporate Drive
Shelton, CT 06484

Phone: 203.513.6151
Fax: 203.513.6080
E-mail: amislow@metlife.com

Allison Mislow joined the Barnum Financial Group, an office of MetLife, in 2000. As a Regional PlanSmart Director, Allison formulates and implements the marketing strategy of this program. Allison works with Barnum's Financial Advisors and MetLife's Institutional Account Team to capitalize on their existing relationships with corporations. She then places and integrates Barnum PlanSmart Advisors into the "on-site" Financial Advisor teams of the PlanSmart Program.

Barnum's PlanSmart team sells and implements over 600 seminars annually at 150 customer sites between Rhode Island and Newark, NJ. The Barnum PlanSmart Advisor team is consistently recognized as the #1 PlanSmart team out of over 20 teams nationally.

Prior to coming to Barnum, Allison had worked in sales and management for thirteen years, including positions as General Manager for Olsten Staffing Services in Connecticut and Western Massachusetts, and Institutional Account Manager for Aetna/US. Healthcare's New England Region.

Allison has a Bachelor of Arts Degree from Emory University. She resides in Orange, Connecticut with her husband Robert, her son Connor and daughter Alexa. She is active in her local community as a Girl Scout leader and serves as a Chairperson of the Board of Christian Education for the Orange Congregational Church.

6 Corporate Drive, Suite 500
Shelton, CT 06484

Phone: 203.513.6252

Bill is responsible for all of the training coordination at Barnum Financial Group. Bill works directly with both new advisors, as well as experienced advisors and assists them in building their practices through a variety of training curriculums as well as professional development programs. Bill has been with BFG for the past 5 years. He is a graduate of Southern Connecticut State University with his Masters in Business Administration, as well a BS in Finance from Central Connecticut State University. Bill currently lives in Southington, CT with his wife.

6 Corporate Drive, Suite 500
Shelton, CT 06484

Phone: 203.513.6276
E-mail: ssokolowski1@metlife.com

Scott Sokolowski is an industry leader in recruiting Experienced Financial Advisors, Wealth Managers and Insurance Agents. As the Agency Recruiting and Development Director at Barnum Wealth Management and Barnum Financial Group, An Office of MetLife, Scott has 12 years of experience in this specialized field. He came to Barnum Financial Group in January 2008, after successfully recruiting many of their top financial advisors. Paul Blanco, BFG's Managing Director, persistently recruited Scott to join his award winning team. Blanco states that "Scott has proven himself time and time again, bringing the firm top advisors even before he worked for Barnum. His understanding of the marketplace and his exposure to many different companies allows him to be an advocate for the advisors to ensure the relationship will be long lasting."

During the first 3 years with BFG, Scott recruited over 70 advisors including two top advisors who each carried out a seven figure production. Scott works with each producer on an individual basis to customize the right match within the firm. Scott has a reputation for "doing what is right for the advisors and strategically positioning each advisor within Barnum Financial Group." He has garnered praise from both clients and candidates for the professional manner in which he handles the process. Scott's recruits speak highly of him and their experience in the recruiting process, Morris Mete an Agency Sales Director was quoted in saying "Scott was on my side each step of the way. He customized a plan so it would suit my needs and showed me that Barnum Financial Group was a great fit for me to grow my business. Now that I am at BFG, I am very pleased that I took the time to meet with Scott, every promise he gave to me has worked out to its fullest."

Scott began his recruiting career at Grayling Associates in 1999. Starting as a Financial and Insurance Executive Recruiter, he quickly proved himself to be a top producer. While at Grayling Associates, Scott was responsible for one of the largest placements in the firm's history, moving a producer that did $1.8 million in first year commissions. During the course of his career, Scott maximized his exposure to different platforms and his knowledge of the operations of different companies by independently recruiting for firms such as Mass Mutual, Prudential Securities, The Hartford, Mony Group, New York Life and Northwestern Mutual, Ameriprise, Guardian, New England Financial, Woodbury Financial Group. Scott's success and entrepreneurial spirit led him to create his own business, a national recruiting and consulting firm; Park Avenue Group Inc. Scott built his firm around the most successful recruiters in the financial industry, focusing on recruiting the leading experienced insurance agents, financial planners and wealth managers. Although Scott's firm was excelling, he felt Barnum Financial Group was advancing in the direction he saw himself going; "In my opinion, Barnum Financial Group is the most elite planning firm in the country. It's the future model of the financial services industry." The financial industry is always changing, Scott states "Paul [Blanco] is always one step ahead of his competition, in the last five years BFG grew significantly while others were struggling to survive."

Before embarking on his professional career, Scott served honorably as a Staff Sergeant in the United States Air Force/Air National Guard. Being a Medic for 6 years, one of Scott's most memorable experiences in serving his country was creating medical clinics in remote places in Honduras. Scott was part of a team that helped immunize thousands of people living in extreme poverty. Scott enrolled into The University of Connecticut while serving in the Air Force. Knowing that education is important, Scott worked diligently to earn a Bachelor's of Science degree in the field of Sports Medicine.

6 Corporate Drive
Shelton, CT 06484

Phone: 203.513.6172
E-mail: LWaldvogel@metlife.com

As Agency Marketing Director, Lynn leads the teams that develop, execute and measure the company’s marketing activities, all of which are designed to inform and enlighten our current clients, educate and guide prospective clients and support the business activities of our Financial Services Representatives.

Both a thought leader and a tactical implementer, Lynn has over 30 years of financial services experience including product marketing, affluent market services and strategy development. Prior to joining Barnum Financial Group in October, 2011, Lynn was an Executive Vice President with Prudential Investments where she was named the “2000 Mutual Fund Marketer of the Year” by Institutional Investor. She has held leadership positions with PaineWebber and Kidder, Peabody and began her career as an attorney with Salomon Brothers and Shearson American Express.

Lynn is a magna cum laude graduate of Fordham University where she was elected to Phi Beta Kappa. She received her law degree for Fordham’s School of Law where she was a member of their International Law Review.

An avid bird watcher, cook, reader, yoga practitioner and crossword puzzle enthusiast, Lynn lives in Milford, CT. She and her husband John have three grown children, Alex, Ed and Ebeth, and two dogs, Rudy and Bauer.

Phone CT Office: 203.513.6224
Phone NY Office: 914.346.7291
E-mail: pwong3@metlife.com

Pessie joins Barnum as the Chief Financial Officer reports to Paul Blanco in 2009. She brings over 30 years of extensive financial and business management experience in financial services firms and professional services organizations.

Pessie comes to BFG from MetLife Corporate where she had been an Assistant Vice President with the Financial Management Group in Bridgewater, New Jersey managing a team of finance professionals who supported both Individual and Institutional Business with budget oversight of $7 Billion for the enterprise.

Prior to joining MetLife in 2006, she was Vice President of Strategy & Planning for Prudential Investments for 7 years supported both the offices of CFO and EVP of Marketing. From 1984 to 1998, Pessie spent over 14 years with Towers Watson Worldwide as the Finance & Administration Officer at one of the subsidiary office in New Jersey.

Pessie holds MBA degree from Iona College in Finance, International Business Management, undergraduate degrees in Accounting and Marketing from Pace University and St. Thomas Aquinas College.

In her new role at Barnum, Pessie is working closely with Managing Director, Agency Sales Directors and Department Heads to focus on managing process efficiency, fiscal controls, leveraging human capital and to maximize profitability in order to meet and exceed our goals and objectives as the #1 firm in Met Life.